Creating Tasks and AutoFlow Options for Processing Credit Card Payments

Patient Experience Help

Creating Tasks in File Maintenance

The following tasks can be activated when processing credit card payments on the Task Types window in file maintenance: On the Auto Creation tab, you can create the active credit card on file with expire in (X) days. On the Auto Complete tab, you can create the Active card on file disabled task completion action. On the Auto Worker tab, you can create the Add collection letter of <unknown> to the account. Send collection letter in next run <Y/N>. Parent topic: Creating Tasks and AutoFlow Options for Processing Credit Card Payments

Patient Experience Help

Activate the AutoWorker Task

You can send a collection letter when the system date is after the card's expiration date and the card is expired. Open File Maintenance. Select Master Files > Task Types . The Task Types List window opens. Select open menu , and then select New. The Task Types window opens. Select the Auto Creation tab. In Task Type, enter the task type as defined by your organization. In Source Type, select Account. In the Activate column, select the Active Credit Card on file will expire in <0> days, and then right-click and select Open. The Task Type Options window opens. To select the number of days in advance that you want to be notified when an active credit card expires, select the number in the Parameter 1 field, and then select OK. Select the Auto Worker tab. In Task Type, enter the task type as defined by your organization. In Source Type, select Account. In the Activate column, select Add collection letter of <unknown> to the account. Send collection letter in next run <Y/N>. Document the o

Patient Experience Help

Create a Credit Card Expiration Task

The purpose of the task is to notify you when an active credit card is close to its expiration date. All credit cards expire on the last day of the month for the expiration date. For example, a credit card with an expiration date of 06/2016 expires on June 30, 2016. Open File Maintenance. Select Master Files > Task Types. On the Task Types List window, select the open menu button and select New. Select the Auto Creation tab and do the following: Enter Task Type as defined by your organization. In Source, select Account. In Default Assigned To for all selected actions, select the applicable users. In the Activate column, select Active credit card on file will expire in X days. Right-click and select Open. The Task Type Options window opens. In the Parameter 1 field, enter the number of days prior to the expiration date to activate the application message and then select OK. Complete the other fields as required by your organization. To complete the task, do one of the following: Select

Help Guide for NextGen® Enterprise PM 8

Creating Tasks and AutoFlow Options for Processing Credit Card Payments

You can use the following options for processing credit card payments in NextGen® Pay powered by InstaMed. Create an AutoFlow Option for Credit Card on File You can add an option in the AutoFlow process for adding credit card on file information. You can add this option when a new chart is created or every check-in or check-out for the patient. Creating Tasks in File Maintenance You can activate different tasks when credit card payments are being processed. Create a Credit Card Expiration Task You can notify the users when an active credit card is close to its expiration date. Create an AutoFlow Option for Credit Card on File You can add an option in the AutoFlow process for adding the credit card on file information. Creating Tasks in File Maintenance You can use the Task Types window in File Maintenance to process credit card payments. Create a Credit Card Expiration Task You can set up a notification for an active card when its close to its expiration on the Task Type List window. A

Help Guide for NextGen® Enterprise PM 8

Tasks, AutoFlow Options, and Significant Events for NextGen® Pay powered by InstaMed

You can use the following options for processing credit card payments in NextGen® Pay powered by InstaMed. Create an AutoFlow Option for Credit Card on File Creating Tasks in Maintenance Create a Credit Card Expiration Task Create an AutoFlow Option for Credit Card on File You can add an option in the AutoFlow process for adding the credit card on file information. Creating Tasks in Maintenance You can use the Task Types window in File Maintenance to process credit card payments. Create a Credit Card Expiration Task You can set up a notification for an active card when its close to its expiration on the Task Type List window. Activate the AutoWorker Task You can use the AutoWorker Task to send a collection letter for expired cards. Set Up Significant Events for Credit Cards on File You can track credit cards on file using the Significant Event Information window. Parent topic: Transactions and Payments

Help Guide for NextGen® Enterprise PM 8

Activate the AutoWorker Task

The purpose of this task is to send a collection letter when the system date is after the card's expiration date and the card is expired. In File Maintenance > Master Files > Task Types on the Task Types List window select the open menu button and select New. The Task Types window opens. Select the Auto Creation tab. Complete the following required fields: Task Type - enter the task type as defined by your organization. Source Type - select Account. In the Activate column, select the Active Credit Card on file will expire in <0> days. Right-click and select Open. The Task Type Options window opens. To select the number of days in advance that you want to be notified when an active credit card expires, select the number in the Parameter 1 field, and then select OK. Select the Auto Worker tab. Complete the following required fields: Task Type - enter the task type as defined by your organization. Source Type - select Account. In the Activate column, select Add collection letter of <unkno

Creating Tasks and AutoFlow Options for Processing Credit Card Payments

Recommendations

Creating Tasks in File Maintenance

Activate the AutoWorker Task

Create a Credit Card Expiration Task

Creating Tasks and AutoFlow Options for Processing Credit Card Payments

Tasks, AutoFlow Options, and Significant Events for NextGen® Pay powered by InstaMed

Activate the AutoWorker Task

Creating Tasks and AutoFlow Options for Processing Credit Card Payments

Creating Tasks in File Maintenance

Activate the AutoWorker Task

Create a Credit Card Expiration Task

Creating Tasks and AutoFlow Options for Processing Credit Card Payments

Tasks, AutoFlow Options, and Significant Events for NextGen® Pay powered by InstaMed

Activate the AutoWorker Task