Updating Payments from Patients in NextGen® Enterprise PM

Patient Experience Help

Patient Payments Using NextGen® Patient Engage powered by Luma

NextGen® Patient Engage powered by Luma provides the following NextGen® Pay options to collect payments from a patient before a visit: Collect balance payments and co-pay The balance payment and co-pay amounts are displayed to patients. The completed payments are automatically batched to NextGen® Enterprise PM. Co-pay payments are also automatically batched to NextGen® Enterprise PM as unapplied encounter credits when the encounters associated with the specific appointment IDs are created. Collect only balance payments The balance payments are displayed to patients, who can make either a full or partial payment. Completed payments are automatically batched to NextGen® Enterprise PM as unapplied account credits. You can collect the co-pay amount in the office when the encounter is created during the check-in process. Collect only co-pay Co-pay payments are automatically batched to NextGen® Enterprise PM as unapplied encounter credits when the encounters associated with the specific appo

Patient Experience Help

NextGen® PxP Portal Integration Tool Requirements for NextGen Pay powered by InstaMed Agents

You can view the agents relevant to the payment solution under Payments in the Solutions tab on PxP Portal Integration Tool. You can search for the agents on the Agent Configuration tab to view the agent configuration. These agents must be running for the NextGen® Pay and Statement solutions to integrate with NextGen® Enterprise PM. Agent Name Description Balance Updates Obtains the updated account balance from NextGen® Enterprise PM and sends it to NextGen® PxP Portal for enrolled patients. Note: NextGen Healthcare polls for patient balance changes every 60 minutes If the patient pays their balance in full or partial through the NextGen® PxP Portal, there is no balance displayed to the patient within the portal until an update to the patient’s balance, or a new charge, occurs in NextGen® Enterprise PM. Secure Payments Obtains the secure payments made by patients and add payment transaction details to the corresponding account in NextGen® Enterprise PM. Other Payments Obtains the payme

Patient Experience Help

Reconcile Pending Payments in the PxP Portal Integration Tool

You must review and verify the guarantor's account information before reconciling payments. Open the PxP Portal Integration Tool, and then select the payment icon. The pending payments appear in the Payment window. Select Payment Reconciliation for a payment. The Payment Reconciliation window opens. To reconcile a payment to a guarantor account, select Account Number or Name in Guarantor, search for the account number and name, and then select the correct account number. To reconcile a co-pay payment to an encounter, select the payment reconciliation icon, and then select the related encounter number. Note: After you complete the patient check-in, the Payment Reconciliation window displays only the relevant encounter. Select Reconcile. The payment is reconciled and posted to the NextGen® Enterprise PM batch. Parent topic: Updating Payments from Patients in NextGen Enterprise PM Parent topic: Patient Payments Using NextGen Patient Engage powered by Luma

Patient Experience Help

Reconcile Co-pay Payments for Canceled Appointments

When appointments are canceled, the co-pay payments completed by patients remain pending in the PxP Portal Integration Tool. You can reconcile the pending payments in the following ways: Reconcile to an existing account: If the patient has an existing account, you can reconcile the encounter payments to the patient's account number, which in turn is batched to NextGen® Enterprise PM as an unapplied account credit with the tracking description as PreCheckVisitPayment. Reconcile to an existing encounter: If the patient has other encounters eligible for payment, you can reconcile the encounter payments to the patient's encounter number, which in turn is batched to NextGen® Enterprise PM as an unapplied encounter credit with the tracking description as PreCheckVisitPayment. Refund payment: If the payment is completed by a new patient or a patient who does not have any outstanding balance, you can refund the payment through NextGen® Pay powered by InstaMed and reject the payment in the Paym

Patient Experience Help

View Patient Payments in the PxP Portal Integration Tool

Pending payments include account and encounter payments. An account payment becomes pending when the payment does not have a valid guarantor account number or has multiple guarantor account numbers. Co-pay payments made before a visit completed through NextGen® Patient Engage powered by Luma remain pending until encounters are created for the specific appointment IDs in NextGen® Enterprise PM. When relevant encounters are created, the pending co-pay payments are reconciled as the Unapplied Encounter Payment Reconciliation agent runs three times a day: 5 AM to 8 AM, 12 PM to 3 PM, and 7 PM to 11 PM. The PxP Portal Integration Tool searches for encounters using the associated appointment IDs. Open the PxP Portal Integration Tool, and then select the payment icon.The pending payments appear in the Payment window. To view the payments reconciled and posted to the NextGen® Enterprise PM batch, select PAYMENT STATUS - POSTED from the status list, and then select Search.The posted payments ap

Patient Experience Help

Log On to PxP Portal Integration Tool

Before you begin Ensure that you have installed Microsoft® Edge or Google® Chrome on the server. Note: You can open NextGen® PxP Portal Integration Tool only from Microsoft® Edge or Google® Chrome. Ensure that you have the rights to open NextGen® PxP Portal Integration Tool. Import the PXP Integration Template You can import the PxP Integration UI template through the Template Import Export Utility to automatically update the PxP Portal Integration Tool URL in NextGen® Enterprise EHR. Log On to PxP Portal Integration Tool from NextGen Enterprise EHR You can log on to NextGen® PxP Portal Integration Tool from NextGen® Enterprise EHR using your NextGen® Enterprise logon credentials. Open the NextGen PxP Portal Integration Tool from NextGen Enterprise EHR You can open the NextGen® PxP Portal Integration Tool directly from NextGen® Enterprise EHR. NextGen PxP Portal Integration Tool Requirements for NextGen Pay powered by InstaMed Agents You can search for and view agents relevant to the p

Updating Payments from Patients in NextGen® Enterprise PM

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Patient Payments Using NextGen® Patient Engage powered by Luma

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Reconcile Pending Payments in the PxP Portal Integration Tool

Reconcile Co-pay Payments for Canceled Appointments

View Patient Payments in the PxP Portal Integration Tool

Log On to PxP Portal Integration Tool

Updating Payments from Patients in NextGen® Enterprise PM

Patient Payments Using NextGen® Patient Engage powered by Luma

NextGen® PxP Portal Integration Tool Requirements for NextGen Pay powered by InstaMed Agents

Reconcile Pending Payments in the PxP Portal Integration Tool

Reconcile Co-pay Payments for Canceled Appointments

View Patient Payments in the PxP Portal Integration Tool

Log On to PxP Portal Integration Tool