Configure Batches for Automatic Payments
Open the
NextGen® PxP Portal
Integration Tool.
Select
Practice Config
in the left pane.
The
Practice Config
page opens.
Select the
Payment Configuration
tab.
Enter a batch name for automatically posted payments of patient portal transactions.
In
Batch Create Time
, enter the time when the batch should be created.
By default, the batch create time is configured to 00:01 to simplify the pay implementations.
To split the payment batches based on the payment source, such as
PayNow
or
Online Bill Pay
, turn on
Split Batches By Source
.
Select
Save
.
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Configure Batches for Automatic Payments
Patient Experience Help
Configure Automatic Posting of Payment Batches
Payment batches are groups of payments that practices collect and process throughout the day from NextGen® PxP Portal. Payment batches are electronically sent and posted to patient accounts in NextGen® Enterprise PM as per the scheduled frequency set in PxP Portal Integration Tool. If a payment batch is closed manually by a practice user, a new batch is created immediately. In PxP Portal Integration Tool, select Practice Config . The Practice Config page opens. Select the Payment Configuration tab. Enter a batch name for auto post payments. In Batch Create Time, enter the time when the batch should be created. By default, the batch create time is configured to 00:01 to simplify the pay implementations. To split the payment batches based on the source of payment, turn on Split Batches By Source. Select Save. Parent topic: Managing Practice Configuration
Patient Experience Help
Log On to PxP Portal Integration Tool
Before you begin Ensure that you have installed Microsoft® Edge or Google® Chrome on the server. Note: You can open NextGen® PxP Portal Integration Tool only from Microsoft® Edge or Google® Chrome. Ensure that you have the rights to open NextGen® PxP Portal Integration Tool. Import the PXP Integration Template You can import the PxP Integration UI template through the Template Import Export Utility to automatically update the PxP Portal Integration Tool URL in NextGen® Enterprise EHR. Log On to PxP Portal Integration Tool from NextGen Enterprise EHR You can log on to NextGen® PxP Portal Integration Tool from NextGen® Enterprise EHR using your NextGen® Enterprise logon credentials. Open the NextGen PxP Portal Integration Tool from NextGen Enterprise EHR You can open the NextGen® PxP Portal Integration Tool directly from NextGen® Enterprise EHR. NextGen PxP Portal Integration Tool Requirements for NextGen Pay powered by InstaMed Agents You can search for and view agents relevant to the p
NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM
Payments from Patients
Patients can make the following payments directly. Online bill payment after logging on to NextGen® PxP Portal. Online payment without logging on to NextGen® PxP Portal through Pay Now. Pre-check payments. The practice portal staff can make the following payments on behalf of the patient. One time payments from Practice Portal. Budget payments from Practice Portal. CAUTION: To ensure that the payments from patients reach NextGen® Enterprise PM, you must configure the transaction code in Practice Preferences. For more information on configuring Transaction Codes, go to NextGen Healthcare Success Community and download the latest Configuration Guide for NextGen® PxP Portal. A payment made through NextGen® PxP Portal is electronically transmitted to NextGen® Enterprise PM. When the payment is received in NextGen® Enterprise PM, a payment batch is created and the payment from NextGen® PxP Portal is added to it. The payment batch is named as PORTAL_PAYMENTS_dateandtimestamp. For example, if
NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM
Generating Statements
After you create charges and bill encounters, you can generate billing statements in NextGen® Enterprise PM as needed (on demand) or in a batch. NextGen® Enterprise PM generates billing statements as PDF statements and temporarily stores them in the shared network path configured in the System Administrator. For patients enrolled in NextGen® PxP Portal, the system transfers the statements to their NextGen® PxP Portal accounts. When patients log on to NextGen® PxP Portal, they can view the statements and make payments. Important: You must configure the shared network path in Universal Preferences of System Administrator to have the generated statements appear on the Statements tab of NextGen® PxP Portal. For more information on configuring a shared network path, go to NextGen Healthcare Success Community and download the Configuration Guide for NextGen® PxP Portal. NextGen Healthcare recommends that you remove the Prefix practice id onto account number option in the Practice Preferences
Patient Experience Help
Configure Time for Automatic Invitations to Patients
In PxP Portal Integration Tool, select Practice Config Practice Config icon in the left pane. The Practice Config page opens. Select the Practice Configuration tab. In the Patient Invites section, to enable automatic invitations to patients for enrolling with NextGen® PxP Portal, turn on Auto Invite Schedule. Auto Invite Schedule section Enter the time interval for sending automatic invitations to patients for enrollment with NextGen® PxP Portal in Scheduled Time From and Scheduled Time To. Select Save. Parent topic: Managing Practice Configuration
Patient Experience Help
Managing Practice Configuration
The available features in PxP Portal Integration Tool enable you to manage various practice-level configurations. Note: Before making practice-level configurations, ensure that you have completed the global and enterprise-level configurations for system administrators. As part of practice configuration, you can establish the RSDK API workflows for information exchange between NextGen® Enterprise and NextGen® PxP Portal, select the appointment request category for a practice, and configure a default user for the Continuity of Care Documents (CCDs) posted to NextGen® PxP Portal. Practice Configuration Options You can set several practice-level configuration options to control system behavior. Configure Automatic Invitations for NextGen PxP Portal You can restrict the automatic invitation for enrollment to patients of specific locations and specific age group. Configure Days for Enrollment Re-invitation You can configure the days within which manual re-invitation for enrollment with NextG
in the left pane.
The Practice Config page opens.