Sending Payment Balance
When more than one Merchant ID is associated with a practice, the user interface includes a list menu to select the merchant for payment submission. Based on user testing, the label chosen for the list menu indicates Provider, with the list asking Select Provider. For practices with only one Merchant association, the top of the user interface does not include the section or list menu.
The Total Balance Due reflects the current outstanding patient responsibility from the NextGen® Enterprise PM for a guarantor’s account.
The patient balance is sent to a registered portal patient when a change to their balance occurs in NextGen® Enterprise PM.
- A batch is posted.
- A new charge is entered.
- An existing charge is edited.
- A refund is applied.
When patients pay their entire balance, or a portion of it, the change in balance will not be displayed on the user interface until the amount is applied to the guarantor account in NextGen® Enterprise PM.