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Get started with payments
Get started with payments

Learn core payments workflows

Updated this week

Allow patients to pay online

Patients can easily pay online with the Online Payment Widget.


1. Navigate to the gear icon and choose Settings.
2. Select Payment configurations from the left side menu.

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3. Click Copy link to copy the URL for your online payment widget.
4. Add the payment widget URL to any text or object on your website or social media (it creates a Pay Online button).

Request payments from patients

Send patients easy digital payment requests. Patients can pay online in just a few clicks.

To send a payment request to an individual patient:

1. Navigate to Payments.

2. Click Collect payment.

3. Fill in the payment details including the patient's name, payment amount, and appointment date.

4. Click Send payment request.

5. If you have a card on file, you can click Charge credit card on file.

Completed payments are batched and deposited to your bank account, typically every 3-5 days.

Manage payment methods

Manage payment methods directly from the patient profile using the Actions menu. You can add cards, delete cards, or change the primary payment method.

Add a card to a patient's profile

1. Search for the patient whose payment info you'd like to update.

2. Click on Actions and choose Manage payment methods.

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3. Click +Add a payment method to manually enter the card number, expiration date, and CVV.

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4. Enter the card details, and check Make this the primary payment method if desired. Then click Save card.

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Charge card on file

1. Search for the patient and open the patient profile.

2. Click on Actions and select Collect payment.

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3. If a payment request has already been made, or if you have Payments with Ledger Sync, click the box next to the payment(s) you want to request.

4. If there is a card on file, click Charge to immediately charge the card on file.

5. Click Send request to send a secure link via email and SMS so the patient can make the payment online.

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6. If there is not an outstanding request, click on + Add custom amount.

7. Enter the amount of the payment and click on Charge to immediately charge the card on file, or click on Send request to send the patient a secure link via email and SMS to pay online.

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Delete a card on file

1. Search for the patient whose payment info you'd like to delete.

2. Open the patient profile.

3. Click on Actions and choose Manage payment methods.

4. Click on the trash can to the right of the card you wish to delete.

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4 Click Remove, and then click Done.

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Automate payment reminders

To add a reminder to your manual Payment requests:

1. Navigate to Templates.

2. Click on the Payments template.

3. Click the “+” button to add a sequence for a reminder that will follow the initial payment request message.

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4. Select Add time.

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5. Specify when you want the first reminder to be sent, (e.g. 7 days after the initial payment request), and click Save.

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6. Next, select Send SMS and Send email to add a text and email reminder, respectively, that will be sent if the patient hasn’t paid their bill after the specified time period. Edit the messaging as you would any other template.

7. Repeat this process for subsequent reminders, (e.g. if the patient hasn’t paid after 30 days, etc.).

Accepted payment methods

NexHealth Payments can support multiple forms of payment.

We support all major credit and debit cards (including most HSA cards), ACH, Google Pay, and Apple Pay. Transaction fees are the same regardless of card or form of payment: 2.9% + $.30 / transaction.

Payments are processed through our payment processor, Stripe.

Print payment receipts

You no longer need to reach out to our Support team to access receipts for payments made via NexHealth.

An updated Payment Confirmation email includes important information about the purchase previously missing from our payment confirmation emails.

To print a receipt:

1. Navigate to Payments.

2. Click on the ellipsis (...) to the right of the transaction.

3. Select Print Receipt

This opens a Print dialogue box, where you can choose to print the receipt or save it as a PDF. This receipt is identical to the one in the Payment Confirmation email.

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