For use with NexHealth Payments and NexHealth Payments Ledger Sync
Overview
Patient Ledgers should reflect Gross Amounts
Patient ledgers should always reflect the gross payment amounts—the full payment a patient makes before processing fees are deducted. This ensures that your ledgers accurately show what was charged and paid by the patient, which is essential for transparency and reconciliation.
For example, if a patient Exam cost $100 and the patient made a full payment, you should post a $100 payment to the patient's ledger.
NexHealth’s Ledger Sync functionality will sync the gross payment amount to the patient’s ledger. If you do not have Ledger Sync functionality, you should manually create a payment in the patient’s ledger equal to the gross payment amount. You should not modify your ledger entries to account for payment processing fees.
Download transaction history (CSV)
This report is especially useful for bookkeeping purposes. For example, you can use this report's Payout date column to understand which payments were included in a batch payout to your bank account. You can read more about best bookkeeping practices.
1. Go to Transaction history.Navigate to Payments → Transaction history
2. Click on Reports, select Transactions (CSV).Click on Reports → Transactions (CSV) |  |
3. Apply filters.
Apply optional filters for Transaction type, Payment method, and date as desired.
4. Download CSV
Click Download CSV.
The Transaction History report includes all refunds and payments, and has columns for:
Patient
Transaction date
Payout date
Gross amount (total amount requested)
Fees
Net (amount received after fees are removed)
Download a settlement report (PDF)
This report is primarily designed for end-of-day ledger reconciliation, so you can confirm that every transaction has been correctly reflected in the appropriate patient ledgers. This will only display the gross request amount—it ignores all payment processing fees, since you should never reflect those in your patient ledgers.
1. Go to Transaction history.Navigate to Payments → Transaction history
2. Click on Reports, select Settlement report (PDF).Click on Reports → Settlement report (PDF) | 
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3. Apply filters.Select a transaction date or date range You may optionally also select:
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4. Download PDF
Click Download PDF.
Example Report:
Eaglesoft Note: NexHealth reports treat midnight as the end of the day. If your Eaglesoft “End of Period” time is set to anything other than midnight, your reports may not match. To ensure consistency, we recommend enabling Automated End of Period Processing in Eaglesoft and setting the end time to 12:00 AM.
Download a list of unpaid payment requests (CSV)
1. Go to Awaiting payment.
Navigate to Payments → Awaiting payment
2. Click on Export.
Click on Export.
3. Apply filters.Add optional filters for Status and date range, if desired.
4. Download CSVClick Download CSV. | 
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Columns include: Location, Patient EHR ID, Patient First Name, Last Name, DOB, Phone, Email, Requested Date, Reason, Gross Amount Requested, Status, and Status change date.