Configure a Practice for Payment Processing

Help Guide for NextGen® Enterprise PM 8

Setting Up Payment Processing for NextGen® Pay powered by InstaMed

The configurations for NextGen® Pay powered by InstaMed processing involves data setup in Enterprise Preferences, Practice Preferences, and User Preferences. To configure profiles for credit card processing, perform the listed procedures in the following order. Transaction Codes for Processing Credit Cards Set Up Enterprise Preferences for Credit Card Processors Set Up Practice Preferences for Credit Card Processors Configure a Practice for Payment Processing Set Up Outlet IDs for Payment Processing - InstaMed Delete a Profile - InstaMed Set Up User Preferences for Credit Card Processing - InstaMed Configure a Practice for Payment Processing You can configure payment processing for NextGen® Pay powered by InstaMed on the Practice Preferences window. Set Up Multiple Profiles and Outlet IDs for Payment Processing Set Up User Preferences for Credit Card Processing Delete a Profile from User Settings Parent topic: NextGen Pay powered by InstaMed Payment Processor

Help Guide for NextGen® Enterprise PM 8

Set Up Multiple Profiles and Outlet IDs for Payment Processing

To set up multiple outlet IDs for credit card processing use the following procedure. Up to fifty (50) outlet IDs can be added to a profile. In the Practice Preferences window, select Payment Processing. The Payment Processing options display. In the Credit Card Processor field, select InstaMed. Select Outlet IDs. The InstaMed Configuration window opens. Enter a new profile name in the New Profile Name field and then select Add. Note: You can enter a desired and recognizable name for the practice. A message box appears stating that a new configuration has been added to the combo box and the new profile is added to the Profile list. Select OK. On the InstaMed Configuration window, complete the following fields: Description (required) - enter a description for the device, for example Front Desk - Ingenico. The description is the name of the outlet and displays in the Using Outlet field when processing a payment in Payment Entry. Swipe MID (required) - enter the swipe MID supplied by Next

Help Guide for NextGen® Enterprise PM 8

Set Up User Preferences for Credit Card Processing

You may setup and add a profile to each user who will be processing credit card payments. The profile configuration is generated from the information entered on the InstaMed Configuration window in Practice Preferences Payment Processing. The profile that is selected for the user will be the user's default profile. Select Admin > Preferences > User > General > Payment Processing tab. The Payment Processing tab on the User Preferences window opens. To link a workstation with a profile, under Credit Card Profiles, select the open menu button and then select New. The User Credit Card Profiles Setup window opens. In the Profiles field, select the applicable profiles and then select Save. The Profile configuration is added to the Credit Card Profiles list. Note: Only one profile can be active at a time for a user. The profile selected in the Credit Card Profiles list is set as the default profile for the user and appears first on the Payment Entry window. Any other profiles that the user ma

Help Guide for NextGen® Enterprise PM 8

Delete a Profile from User Settings

To delete a profile, you must access the Practice Preferences Payment Processing window and the User Preferences window Payment Processing tab. Select on the Outlet IDs button. In Practice Preferences, select Payment Processing. The Payment Processing options display. Select the Outlet IDs button. The InstaMed Configuration window opens. In the Profile field, select the profile configuration that you want to delete. For example Main Office - 55555 Select Delete. Select Admin > Preferences > User > General > Payment Processing tab. The Payment Processing tab on the User Preferences window opens. In the Credit Card Profiles list, select the profile that you want to delete. Select the open menu button , select Delete, and then select OK. Parent topic: Setting Up Payment Processing for NextGen Pay powered by InstaMed

Help Guide for NextGen® Enterprise PM 8

No Device Credit Card Processing Preferences Setup - TSYS Express

Configuration for no device credit card processing involves data set up in Enterprise, Practice, and User preferences. To configure No Device credit card processing, perform these procedures in the following order. TSYS Express should be present in Enterprise Preferences Set Up Practice Preferences No Device Payment Processing - TSYS Express Set Up User Preferences for No Device Credit Card Processing - TSYS Express To remove a No Device configuration, perform the Delete a No Device Configuration - TSYS Express procedure. This involves deleting the No Device from Practice Preferences Payment Processing and User Preferences. Configure Payment Processing for TSYS Express with No Device You can configure various payment processing methods for TSYS Express when no device is attached. Set Up User Preferences for No Device Credit Card Processing - TSYS Express Delete a No Device Configuration in TSYS Express You can delete a no device configuration in TSYS Express for payment processing. Par

Help Guide for NextGen® Enterprise PM 8

Configure Payment Processing for TSYS Express with VeriFone Device

In NextGen® Enterprise PM, select Admin > Preferences > Practice. The Practice Preferences window opens. From Preference List, select Payment Processing. In Credit Card Processor, select TSYS-Express. To save a unique credit card token ID on the file for future payments, select Save Credit Card Token ID on File. To enter a new device or to map multiple gateway IDs to the VeriFone IP address, select Gateway IDs. For more information about entering a new device and mapping multiple gateway IDs to the VeriFone IP address, go to Add a New Device And Map Multiple Gateway IDs to the VeriFone IP Address. To use a default gateway ID for credit cards on file while making a payment, enter the Default CCOF Gateway ID. Select the payment method and the bad debt payment method. For more information, see Set Up Practice Preferences for Credit Card Processors. Select OK. Parent topic: VeriFone Credit Card Processing Preferences Configuration - TSYS Express

Configure a Practice for Payment Processing

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