Before you begin
You must activate a batch before processing a patient's payment.
You can manually enter credit card data when applying a payment to a patient's account.
- In NextGen® Enterprise PM, select Posting.
The Batch Posting window opens.
- Right-click a batch and select Active Batch.
- Double-click the active batch.
The Payment Entry window opens.
- In the Payer field, select patient.
- Select CC Pay and then select Key.
A window appears asking you to select the applicable profile and outlet ID. Select a profile and an outlet, and then select Process.
- Select Process.
A window opens asking you to complete the payment.
- Select OK.
The
NextGen® Pay powered by InstaMed webform opens in the default browser if you continue with the transaction.
Note: If there are existing practice preferences and no user preferences are selected, the payment processing is done as follows:
- For practices with a single MID, the NextGen® Pay powered by InstaMed web form opens on your default browser and you can enter the credit card number.
- For practices with multiple existing MID's, the Profile and Using Outlet options appear blank by default. You can select the desired profile and outlet to process the payment.
Any existing user preferences are available in the window.
- Enter the credit card number.
- Enter the expiration date of the credit card in MMYY format.
- Enter the Card Verification Number (CVN) for the credit card, if applicable.
For Visa, MasterCard, and Discover, CVN is a three-digit numeric code displayed on the back of the card. For American Express, CVN is a four-digit numeric code displayed on the front of the card.
- Enter the name of the card holder, if applicable.
- Select Submit.
A window opens indicating that the sale transaction for the card ending in XXXX is authorized.
- Select OK.
The Print Receipt window opens.
- Optional: To review the receipt prior to printing, select Preview.
- To print the receipt for the patient, select Print.
