For use with NexHealth Payments
Collect a payment
Whether you collect via the in-office terminal, a saved or new card, or a payment request (text/email-to-pay), everything starts from the Collect payment screen.
1. Open the Collect payment screen.
You can start a payment anywhere you see the $ button or a Collect payment button:
From Today's appointments
Click the $ button in the patient's appointment row.
From the global search bar
Click the $ button next to any patient.
From the Payments page
Click Collect payment in the top-right corner, then search for a patient.
From the patient's page
On a patient's page, open the Actions menu (top-right) and select Collect payment.
From the Not requested tab (Ledger Sync only)
Click the $ button next to any family, then select the family member to open their Collect payment page.
2. Set the amount to collect.
Ledger Sync users see all unpaid ledger items for the patient — select each to add its balance, or edit the Requested amount to collect a different amount. If you have a shared data source across locations, see how Payments works with multi-location data sources.
Selecting specific ledger items means NexHealth calculates the balance for you, auto-syncs completed payments to those items, and generates clear patient statements.
You can also add a custom amount for any additional balance.
Both Ledger Sync and non-Ledger Sync users can add a note (reason) to a payment — non-Ledger Sync users in the main flow, Ledger Sync users via the Add note button.
3. Choose a payment method.
From the Collect payment screen, collect by: