Confidential & Proprietary Information © 2012 TransFirst Holdings, Inc. All rights reserved. Confidential & Proprietary Information © 2012 TransFirst Holdings, Inc. All rights reserved.
Integrated Payment Processing
Via EPM, Patient Portal & TransFirst
Presented By:
Lesley McGrath
Portfolio Manager, TransFirst
Worth Williamson
Manager, Professional Services Group
Confidential & Proprietary Information © 2012 TransFirst Holdings, Inc. All rights reserved.
Become a TSI with NextGen Payments Expert!
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TSI Healthcare with NextGen offers a fully integrated Payment
Processing System that eliminates the need for manual payment
handling, stand alone credit card systems, and saves time and money
for your practice!
• Today in just 10 minutes, we’re going to show you how easy it is to
use the system in your daily work flow to:
- Process Credit Card and ACH Payments
- Present a Credit Card Walk-out Report/Receipt
- Credit Card Voids and Refunds
- Payment Reconciliation Reporting
- Post payments in Patient Ledger
- Patient Portal Online Payments
Confidential & Proprietary Information © 2012 TransFirst Holdings, Inc. All rights reserved.
Getting Started…….
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Once your patient is ready to check out, you can conveniently process their payment as part of the check-out process!
•Click the Posting icon on the main menu •Double-click the active transaction batch to display the Payment Entry screen •Select the Encounter •Select Patient from the Payer drop-down menu •Enter the amount in the Pay Amt field •Select the transaction code from the Pay Code menu •Click the CC Pay button to display the Payment Processing screen
Confidential & Proprietary Information © 2012 TransFirst Holdings, Inc. All rights reserved.
Processing a Credit Card Payment
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From the Payment Processing screen, you can conveniently process their credit card payment!
•In the Payment Processing screen, select Credit Card as the Payment Method •Swipe the credit card and the transaction will process immediately. •If the credit card is not present, manually enter the card information then click Process.
Confidential & Proprietary Information © 2012 TransFirst Holdings, Inc. All rights reserved.
Processing an ACH Payment
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Similarly, from the Payment Processing screen, you can conveniently process their ACH (electronic check) payment!
•In the Payment Processing screen, select Check as the Payment Method •Enter the Bank Routing Number, Account Number, and Name on Account. •Click Process.
Confidential & Proprietary Information © 2012 TransFirst Holdings, Inc. All rights reserved.
Transaction Response………..
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If the transaction is successful, an Authorized pop-up message appears. NextGen will log the transaction information and record the payment.
If the transaction is Declined, a Credit Card is decline pop-up message appears—simply ask patient for another form of payment.
Confidential & Proprietary Information © 2012 TransFirst Holdings, Inc. All rights reserved.
Providing a Receipt
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No special receipt is required— just as you currently do today, you can print the Encounter Invoice for the patient!
• In Patient Chart screen, click on the Encounters tab.
• Right-click on the desired encounter
• Select Print Encounter Bill.
• Click Print in the Itemized Bill window.
• Any applicable credit card and ACH transactions will be included in the invoice
Confidential & Proprietary Information © 2012 TransFirst Holdings, Inc. All rights reserved.
Processing a Credit Card Void
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If necessary, you can delete a transaction the same day by voiding the sale.
• In Payment Entry screen, click to highlight the line item you wish to void and then click Delete.
• A confirmation box will be displayed to confirm that the transaction will be voided, click Yes.
Confidential & Proprietary Information © 2012 TransFirst Holdings, Inc. All rights reserved.
Processing a Credit Card Refund
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• In Patient Chart screen, click on the Encounters tab.
• Click on the desired encounter
• Right-click on the desired transaction from the Transactions list and select Credit Card Credit.
• The transaction details will be displayed in the Payment Entry screen. Verify the information is correct and click Save.
• A confirmation box will be displayed; confirm by click Yes.
If necessary, you can refund a transaction from a previous day by refunding the sale.
Confidential & Proprietary Information © 2012 TransFirst Holdings, Inc. All rights reserved.
Payment Reconciliation
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When it’s time to balance out for the day, several report options are available to meet merchant’s individual needs.
• Click Reports Daily
By Encounter
Payments.
• Click Filter1 tab
• Select Transaction Date and click OK.
*Extensive payment data is also available conveniently on line through our TransFirst virtual terminal!
Confidential & Proprietary Information © 2012 TransFirst Holdings, Inc. All rights reserved.
Posting to Patient Record…….
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All daily payments that have been made must be balanced before posting within NextGen PM. To balance your batch:
From Batch Posting screen:
• Highlight batch, right-
click and select Ledger
• Select Header button,
then type in amounts
• Select OK, then Close
• Highlight batch, right-
click and select Post
• Click OK to confirm Post
and to get confirmation
Confidential & Proprietary Information © 2012 TransFirst Holdings, Inc. All rights reserved.
In addition to front office and back office NextGen payment processing,
the NextGen system will also your provide your patients an optional
online payment capability:
- Patients can make online payments 24/7 without any staff effort—staff then
post payments into NextGen patient ledgers!
- On-line real time access to high speed payment processing for your patients
increases their satisfaction
- Patient makes payments from their electronic statement from the merchant
- Allows patients to print a confirmation of the transaction
TSI with NextGen Patient Portal
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Confidential & Proprietary Information © 2012 TransFirst Holdings, Inc. All rights reserved.
Patient Portal Online Payments
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When a patient makes an online payment, NextGen will automatically create a Patient Portal batch to hold the payment. This batch will include all online payments made that day. For end of day balancing, check if there is a patient portal batch and then balance & post those transactions from the patient portal batch.
To identify if a patient portal batch is present: In the NextGen Med Practice screen: Step 1. Select Posting icon to get the Batch Posting screen. In the Batch Posting screen: Step 2. If any online payments have been made, a Patient Portal Payment Batch will be listed. Follow the Batch Balancing & Posting Process steps outlined in the user guide.
Confidential & Proprietary Information © 2012 TransFirst Holdings, Inc. All rights reserved.
Transaction Reports
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At the end of each day, you will use NextGen to access transaction reports. The Daily Report will provide the total transactions entered in NextGen’s patient portal and will help you balance on a daily or monthly basis. From the NextGen Main screen: Step 1. Click Reports /Daily/ By Encounter/ Payments to get the Report Filter screen. In the Reports Filter screen: Step 2. Click the Filter 1 tab. Step 3. Select Transaction Date(s) from the Tran Date menus and confirm Unposted transactions are included. Click OK..
Confidential & Proprietary Information © 2012 TransFirst Holdings, Inc. All rights reserved.
Transaction Reports
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Step 4. The report will be displayed. Click the printer icon to print
the report. At the end of each day, TransFirst will automatically
complete settlement of all transactions in the system and route the
funds for deposit into your bank account.
Confidential & Proprietary Information © 2012 TransFirst Holdings, Inc. All rights reserved.
Transaction Central website via TransFirst
Confidential & Proprietary Information © 2012 TransFirst Holdings, Inc. All rights reserved.
TransFirst’s virtual terminal, Transaction Central.
• Transaction Central is provided without any additional cost
• Easy to access via any internet connection and even easier to use
• Provides ability to create and maintain Automatic & Manual Recurring Payment
Profiles
• Provides ability to process ACH voids
• Provides additional reporting options to supplement NextGen
Additional Reporting and Bonus Features
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Confidential & Proprietary Information © 2012 TransFirst Holdings, Inc. All rights reserved.
Additional Value!
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• Automatic payment posting to patient ledgers and daily accounting reports.
• Practices that use integrated payment systems can reduce costs of maintaining old
POS terminals, costs of added phone lines, and eliminate cords and equipment
clutter at check out counters/desks.
• Back office/post adjudicated payment processing can be done by any staff with
access to the system without needing to come to the front desk to use the old
manual terminal!
• Faster check out process and end of day balancing with all processes handled in one
system.
• Quick access to payment history or details to assist patients or for in office research.
• Help Desk and Technical Support through a Full Service vendor, 24/7-no middle men
or contractors!
• Gross deposits into your existing bank account for simple balancing and auditing
(fees aren’t charged until following month!).
• NO CONTRACT TERM OR CANCELLATION FEES!
Confidential & Proprietary Information © 2012 TransFirst Holdings, Inc. All rights reserved.
A word about TransFirst……..
• "Top 10" U.S. payment processor serving more than 200,000
merchants.
• Over last ten years have established reputation in healthcare and
today process payments for more than 30,000 healthcare providers!
• In-house provider consultants, help desk, technical support, and
backs up their commitment to clients with BBB A+ rating and no
required contract terms!
• Offers a simple electronic application and merchant acceptance via
email avoiding need for paperwork, contracts, and long
implementation process.
• Provide partners like TSI Healthcare, and NextGen users, with
VISA/MC, PCI, and HIPAA compliant products and services, and
consult on best practices for receivable reduction.
Confidential & Proprietary Information © 2012 TransFirst Holdings, Inc. All rights reserved.
Getting Started Is Easy
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NextGen’s integrated payment processing
is simple to set up and easy to use.
Simply email your contact info to learn
more. Email within 24 hours and receive a $25
gift card.
Submit the email to:
TransFirst will make
contact to discuss
contracting, pricing and
services. Enrollment
and implementation is
handled by TransFirst.
Integrated Training is
performed by TSI
Confidential & Proprietary Information © 2012 TransFirst Holdings, Inc. All rights reserved.
Next Steps…….
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To request pricing information, see a cost
comparison, or discuss the product with a consultant,
contact us at [email protected]
Automate your patient payments
through NextGen Practice Management
Software
NextGen and TransFirst® make it
easy with an integrated payment
processing solution