NextGen Knowledge Center

Swipe or Insert Credit Cards to Collect Payments

Youc can collect payments from patients by swiping the credit card, inserting the card (EMV chip), or keying in the card details.
  1. In NextGen® Enterprise PM, select Posting.
    The Batch Posting window opens.
  2. Right-click a batch and select Active Batch.
  3. Double-click the active batch.
    The Payment Entry window opens.
  4. In the Payer field, select patient.
  5. Select CC Pay, and then select Swipe/Insert.
  6. Select the applicable profile and outlet ID.
  7. Select Process.
  8. Optional: If there are existing practice preferences and no user preferences are selected, select one of the payment processing method:
    • For practices with a single MID, the NextGen® Pay powered by InstaMed web form opens on your default browser and you can enter the cheque details.
    • For practices with multiple existing MID's, the Profile and Using Outlet options appear as blank by default. You can select the desired profile and outlet, and select Process to enter the cheque details.

      Any existing user preferences are available in the window.

  9. If you have configured a card reader, swipe or insert the card in the card reader device.
    The card details appear.
  10. Select Submit.
    A window appears indicating that the sale transaction for the card is authorized.
  11. Select OK.
    The Print Receipt window opens.
  12. Optional: To review the receipt prior to printing, select Preview.
  13. To print the receipt for the patient, select Print.
Swipe or Insert Credit Cards to Collect Payments