Automatic Payment Collection Reports

Report	Column Description
Significant Event	The following status or messages for the Significant Event Report, if the significant events are enabled. Failed Status if the APC is disabled in the NextGen® Pay powered by InstaMed portal and not returned in Daily Enrollment file. New Enrollment if the APC is enabled in the NextGen® Pay powered by InstaMed portal. Account sent to Processor for APC if the account sent to processor for APC, Balance due XXX, Date.
Statements	APC Enabled - Y, N Added to Filter 2 and Sorting Tab
General Statements	APC Enabled Added to Filter 2 and Sorting Tab
Account Summary Report	APC Indicator Maximum Dollar Amount Per Cycle
Activity Detail Daily by Line Item Payments Daily by Transaction Payments Daily by Encounter Payments Monthly Service Item Summary Extended Amounts Service Item Summary Transaction Source Monthly Transaction by Line Item Summary and Summary with Transaction Codes Monthly Transaction by Encounter Summary and Summary with Transaction Codes	APC Payment - Y or N Added to Filter 2 and Sorting Tab on all reports.
Daily by Line Item Daily by Transaction Payments Daily by Encounter Payments	Gateway ID Added to Filter 2 and Sorting Tab on all reports.

Patient Experience Help

Manual Import of the Daily Enrollment File

To fill the fields in the APC section in the Credit Card on File tab on the Account window, you must import the APC file generated by NextGen® Pay powered by InstaMed. This file contains all patient enrollments. Note: NextGen Healthcare recommends you set up and run this process after work hours through NextGen® Background Business Processor, to update the files on a daily basis. Select File > Processes > APC File Import. Select the open record icon and locate the file that you want to import. Select Import. After you import and process the APC/Daily Member file, the following fields display in the Credit Card on File tab on the Account window. Automatic Payment Collection Preferred Contact Method Maximum $ Amt per Cycle The Significant Event Report, all Statement and Payment Reports reflect the APC activity. Parent topic: Automatic Payment Collections

Patient Experience Help

Statements of Automatic Payment Collections

The APC statement file for credit card processing only includes APC accounts that are flagged for APC, have a patient balance due on them, and fall in the current statement cycle as defined in the statement Practice Preferences. APC Statement You can view the APC statements in NextGen® EDI, NextGen® Pay powered by InstaMed, and NextGen® Enterprise Patient Portal. The APC statements have the following features. They are informational only. They are not included in the regular statement file. They create a separate export statement file, with PS appended to the file name. This file is saved in the location defined in the INI file > Export options. Do not include a remittance header. They archive as a regular statement in the application. When previewing regular statements, if there are APC statements created, a message appears asking if you want to preview the APC Statements. The statements can be previewed and printed from the Preview window. Parent topic: Automatic Payment Collections

Patient Experience Help

Processing of Automatic Payment Collections Accounts for Payment

The processing of Automatic Payment Collections (APC) accounts for payment involves the following key steps: The APC statement file is generated manually or automatically using the NextGen® Background Business Processor. These statements cannot be created on demand. The APC statement is generated using the Statements Options window in NextGen® Enterprise PM and the Job Properties window in NextGen® Background Business Processor. After you upload the APC statement file to NextGen® EDI, the file follows the same process as regular statements and is sent to the print statement vendor who prepares an image for NextGen® Pay powered by InstaMed. Option to upload APC statement file to NextGen EDI The image file is sent to NextGen® Pay powered by InstaMed, and it sends notifications to all accounts that are identified in the APC statement file. This notification is based on the account preference of email or text message. Based on the number of days after the notification is sent, NextGen® Pay

Help Guide for NextGen® Enterprise PM 8

Automatic Payment Collection Reports

The following list of reports can be configured to include the APC information. The Column Description provides information on enabling the APC information for that Report. Report Column Description Significant Event The following status or messages for the Significant Event Report, if the significant events are enabled. Failed Status if the APC is disabled in the NextGen® Pay powered by InstaMed portal and not returned in Daily Enrollment file. New Enrollment if the APC is enabled in the NextGen® Pay powered by InstaMed portal. Account sent to Processor for APC if the account sent to processor for APC, Balance due XXX, Date. Statements APC Enabled - Y, N Added to Filter 2 and Sorting Tab General Statements APC Enabled Added to Filter 2 and Sorting Tab Account Summary Report APC Indicator Maximum Dollar Amount Per Cycle Activity Detail Daily by Line Item Payments Daily by Transaction Payments Daily by Encounter Payments Monthly Service Item Summary Extended Amounts Service Item Summary

Help Guide for NextGen® Enterprise PM 8

Automatic Payment Collection Reports

The following list of reports can be configured to include APC information. The Column Description provides information on enabling the APC information for that Report. Report Column Description Significant Event The status and messages for the Significant Event Report, if the significant events are enabled. Failed Status - APC disabled in the NextGen® Pay powered by InstaMed portal, not returned in Daily Enrollment file. New Enrollment - APC enabled in the NextGen® Pay powered by InstaMed Portal. Account sent to Processor for APC - Account sent to processor for APC, Balance due XXX, Date. Statements APC Enabled - Y, N Added to Filter 2 and Sorting Tab General Statements APC Enabled Added to Filter 2 and Sorting Tab Account Summary Report APC Indicator Maximum Dollar Amount Per Cycle Activity Detail Daily by Line Item Payments Daily by Transaction Payments Daily by Encounter Payments Monthly Service Item Summary Extended Amounts Service Item Summary Transaction Source Monthly Transacti

Patient Experience Help

Automatic Payment Collections

You can set up the Automatic Payment Collections (APC) feature, which is an integrated billing collection process, with NextGen® Pay powered by InstaMed. APC enables your practice to bill a patient's credit card or checking account based on the statement cycle set up in Practice Preferences. Your practice can process automatic payment collections on outstanding patient balances after insurance has paid their amount up to agreed upon maximum per statement. The NextGen® Enterprise PM APC features offers you benefits which include: Guaranteed and improved patient revenue with automatic payments Cuts cost as there are no print and email statements. Increased efficiency due to a better workflow You must be a NextGen® EDI print services client to use this feature. You can access the InstaMed APC Portal from the patient's account profile to enroll the patient at any time before or during a visit. Each night, NextGen® Pay powered by InstaMed creates and sends the Daily Member Enrollment file t

Automatic Payment Collection Reports

Recommendations

Manual Import of the Daily Enrollment File

Statements of Automatic Payment Collections

Processing of Automatic Payment Collections Accounts for Payment

Automatic Payment Collection Reports

Automatic Payment Collection Reports

Automatic Payment Collections

Manual Import of the Daily Enrollment File

Statements of Automatic Payment Collections

Processing of Automatic Payment Collections Accounts for Payment

Automatic Payment Collection Reports

Automatic Payment Collection Reports

Automatic Payment Collections