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Payments with ledger sync
Payments with ledger sync

Ledger sync displays open balances from your practice management system, and syncs back completed payments

Updated over a week ago

NexHealth Payments with ledger sync reads outstanding balances from your health record system and then automatically posts completed payments directly to your ledger.

With NexHealth ledger sync, you can:

  • See a list of patients with open balances from your ledger

  • Send individual or batch payment requests via text and email

  • Request a payment from the guarantor if the patient is a minor

  • Automatically include a patient statement with details on specific charges

  • Save time on collections with automated payment reminders

  • Charge patients only for procedures that have been reimbursed by insurance

  • Auto-sync payments to the right patient and procedure in the ledger

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FAQs

What are statements?

Included with Ledger sync are patient Patient statements, generated straight from your ledgers, Statements are detailed explanations of charges included in a payment request. Statements are generated to include procedure-specific charges and insurance reimbursement, directly from your ledger, and make it clear what a patient's balance is and how much insurance has contributed.

Who can use Ledger Sync?

Ledger Sync is available as a premium add-on for customers using Dentrix, Open Dental, and Eaglesoft. We are getting ready to begin a beta test for Dentrix Enterprise. Interested Dentrix Enterprise customers can join our waitlist here.

How can I request access?

Dentrix, Eaglesoft, and Open Dental users can click here to request access and speak with a member of our team.

Why do patients need to verify their date of birth to view a statement?

Because statements include sensitive health information – such as procedures performed and their associated costs – NexHealth has a setting to automatically include a request for patients to verify their date of birth and last name to view the statement and complete the payment. This is an added security measure to protect patients’ information.

You can turn this setting off by navigating to Settings --> Payments configurations --> Auto-Send Statements

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