For customers who have registered with our payment processor, we offer itemized payout reconciliation reports to help you match the payouts you receive in your bank account with the corresponding NexHealth payments.
There are three different payment reports you can export:
Awaiting Payment (all unpaid payment requests)
1. Navigate to Payments and click on the Awaiting payment tab.
2. Click on Export.
3. Add optional filters for Status and date range, if desired.
4. Click Download CSV.
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.
Transaction History (all completed transactions)
1. Navigate to Payments and select Transaction history.
2. Click on Export.
3. Apply optional filters for Transaction type, Payment method, and date as desired.
4. Click Download CSV.
The Transaction History report includes:
Refunds as unique transactions
Payout Date for each transaction
Separate columns for:
Gross amount (total amount requested)
Fees
Net (amount received after fees are removed)
It is also possible to apply filters when viewing the transactions on each of the payment pages.
Settlement report (all payments and refunds for a specific day)
This report is specifically designed for end-of-day ledger reconciliation, confirming that every transaction that occurred on that day has been correctly reflected in the appropriate patient ledgers. Use this to see the individual amounts of your daily transactions.
To generate the report:
Navigate to Payments → Transaction history
Click on Reports → Settlement report
3. Select a date or date range
4. Optionally, also select:
Transaction Type (Payments, Refunds, or both)
Payment Method (Terminal, Payment Request, Charge Card on File, Online Widget, and Manually Marked as Paid)
5. Click Download PDF
The Settlement report PDF report displays all payments and/or refunds that occurred on the selected date(s).
FAQs
When are payouts initiated?
Payouts are automatically initiated 2 days after the payment is processed.
How long does it take for a payout to land in my bank account?
It typically takes 2-5 business days for funds to become available in your bank account, but this may vary by bank.
The deposit in my bank account shows a bulk payment from NexHealth. How do I determine the individual payments that make up that bulk payment?
Use the Transaction and Settlement reports from the Transaction history tab to view all of the transactions from a specific date or date range so you can reconcile which payments the deposit includes.