Before you begin
To enroll a patient for APC, the following information is required for fields that do not automatically populate.
- Automatic payment limit which is the maximum payment amount to bill the credit or debit card based on the statement cycle.
- Credit card number and expiration date.
- Contact preference, such as email address or cell phone number to contact the patient.
- Patient ID which automatically gets filled from NextGen® Enterprise PM. The first four digits are practice ID and the remaining digits are the patient account number.
- In NextGen® Enterprise PM, select Account.
The Account Lookup window opens.
- Search and open the required account.
The Account Profile window opens.
- Select the Credit Card on File tab.
- To open the APC portal, select the APC Portal button.
A message displays that updates in the APC portal are reflected on the account after importing the next APC Daily Enrolment file.
- Select OK.
The NextGen Automatic Payments window appears and the patient information fields are automatically filled with patient ID, first name, and last name.
- To complete the setup, do the following.
- In Automatic Payment Limit, enter the maximum amount the patient needs to pay in a statement cycle.
- Select Automatic Payment.
- In the Payment section, select Card or Check.
- For Credit Card, swipe or enter the card number, expiry date, and card holder name, and zip code.
- For Checking Account, enter the routing number, account number, account type, state, and first and last name of the account holder.
- In the Preferred Contact method, enter email address in Email or a cell phone number in Text.
- To print or email the Payment Plan Receipt, select Save.
- Print the receipt and give to the patient.
- Email- in the Email Receipt To field, enter the patient's email address and then select Send.
Note: The Automatic Payment Collection and Preferred Contact Method fields are selected or filled in the Credit Card on File tab on the Account Profile window.
