Nextech Integration Tips and FAQs

 

The Nextech-DermPRO integration allows you to see all the DermPRO online store payments directly on the Patient’s Billing tab in your Nextech Practice Management system.

 

This article provides helpful tips and Frequently Asked Questions for practices with Nextech Integration enabled on their DermPRO stores.  If you have not yet completed the setup of Nextech Integration, please refer to our help article, Setting Up Nextech Integration. If you require general guidance on managing orders on your Nextech-integrated store, please refer to our help article, Managing Nextech Integration.

 

 

 

Managing Gift Cards in Nextech

 

For ease of management, encourage patients to redeem e-gift cards through the online store.

 

1. When an e-gift card is purchased online: We suggest adding “Egift Card—Do Not Use” in the Nextech payment window description. That way, when viewing the patient’s billing tab, the credit will not mistakenly be used in Nextech. If it is used and not correspondingly decremented in DermPRO, the patient can potentially use it twice.
2. For online orders that used e-gift card for payment: DermPRO cannot synchronize gift cards in Nextech. Create a bill of the products purchased and apply the gift card. If a Treatment was purchased, create a Quote, and apply the gift card to show that the patient has a pending paid-for service that needs to be booked.
3. If a patient wants to redeem their E-Gift Card in-office: From the DermPRO back-end, you can log in as the customer and redeem it on their behalf. Alternatively, you could inactivate the gift card in DermPRO, and create a Nextech Gift Card with the same payment.

 

 

Reflecting Discounts in Nextech

This is only needed if you have online orders on which Allē or your store's Reward Points were used.

 

Discounts such as Allē and Online Store Rewards do not synchronize in the Nextech payment window.

• To reflect these discounts in the Nextech transaction, view the order and discounting details in DermPRO Shop Manager (View More > Discounts & Coupons tab), and manually enter the discount in the Nextech Bill or in the Quote created for the order.

 

Note that DermPRO applies any other discounts (i.e., sale discount, membership benefit, etc.) AFTER any Allē and/or Online Store Rewards are deducted.

 

 

Frequently Asked Questions

 

1. What if the patient is not in Nextech?
   •    DermPRO will create a new patient account in Nextech
2. Do DermPRO payments come into Nextech as a payment or a prepayment?
   •    DermPRO Payments are added as a payment in Nextech
   o    You can update the payment to show as a prepayment
   o    The prepayment is then applied once the service is rendered
3. What if transaction dates seem to differ between DermPRO Nextech transactions?
   •    The order date of online orders aligns with the local date/time of your practice. In Nextech, however, transactions are recorded in UTC/GMT time. Depending on your time zone, an order that is placed after midnight UTC time (in Central time, this would be 6pm or 7pm depending on time of year) would be registered by Nextech with the following day’s date. The section How to Edit a Synched Payment in this document covers how you can change the date of the payment in Nextech, so it aligns with the actual transaction date.
4. Is shipping cost included in the DermPRO payment that is posted on the billing tab?
   •    DermPRO sends one number to Nextech which includes sales tax and shipping
   •    A shipping category is not needed since the shipping cost is not separated out on a separate line
   o    Shipping can be broken out on the bill as a service code
5. [ONLY APPLICABLE IF YOUR STORE USES NEXTECH PAYMENTS FOR PAYMENT PROCESSING] Why is the payment not showing in the Integrated Credit Card Report?
   •    Since DermPRO transactions are posted as Other, Do Not Process transactions in Nextech, they will not appear in the ICCP report
6. What does it mean when the order status in DermPRO says ‘Processing’?
   •    It means you haven’t completed the Ship step. Whether someone is picking up in-office or you are shipping, you must click the Ship button in the Order Information screen and submit the shipment. When you've done that the order status will automatically change from Processing to Complete. 
   o    Orders that have nothing shippable (treatments, gift cards, memberships, etc) will be Complete already.
7. If a patient saves a card on file to their DermPRO store account, will it also be saved in Nextech?
   •    No
8. If a patient signs up for recurring payments on the DermPRO store—either for a product Auto-Replenish Subscription or for a Membership or Club—will they appear in the Recurring Payments section in Nextech?
   •    No

 

 

Other Nextech Articles

Please review the Help Article, Managing Nextech Integration, for more information about managing orders in your Nextech-integrated DermPRO store.