NextGen Knowledge Center

Add a Credit Card on File Using Swipe Method

NextGen® Pay powered by InstaMed processing provides you with an option to store credit card data in the application using a unique token ID. You can view the saved credit card data for a patient on the Credit Card on File tab of the Account Profile window. A push-pin icon appears on the Credit Card on File tab when a patient has an active credit card on file.
  1. In NextGen® Enterprise PM, select Account.
    The Account Profile window opens.
  2. Select the Credit Card on File tab.

  3. To add a new credit card, select open menu and then select New.
    A window opens asking you to choose the method to save the credit card data.

  4. Select Swipe.

    If you have configured a card reader, then you should swipe the card on the card reader device.

    The card details appear on the patient account.

  5. Select Submit.
    A window opens confirming that the account or credit card was saved successfully and asking if you want to set this as the active card for this account.

  6. Do one of the following:
    • Select Yes to set the credit card as the active card on file for the patient.

      The credit card appears first in the list of credit cards on the File tab and a green check mark appears in the Active column.

    • Select No to add the card to the list of credit cards for the patient.