For use with NexHealth Payments
Overview
Collect for a custom amount
This method is excellent for collecting pre-payments.
For non-Ledger Sync users, this is the only option for collecting payment.
1. Initiate payment collection.
Find the patient with your preferred method - for example, via the global search bar. Then select Collect payment. | 
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2. Enter custom amount.
Once in the Collect payments screen, simply enter a custom amount in the blue box with the prompt.
3. Collect payment via your preferred method.
Select your desired collection method. You can Use terminal, Charge credit card, or Send request.
Allocate and sync
For Ledger Sync users, if you collect a custom amount via Charge credit card or Use terminal, once payment is collected, NexHealth will launch the Allocate payment page.
If you previously selected Skip for now from Allocate payment, or if a custom amount was paid via Send request, you'll see those unsynced transactions in the Needs syncing tab of Payments. Click the Allocate & sync button next to each transaction to initiate this flow.
1. Tie amounts to specific ledger items.
Here, you can direct whether the collected amount should be allocated to a specific procedure or left as a pre-payment when it is synced to the patient ledger.
Any amount you do not allocate to a specific ledger item will be synced as a pre-payment in the ledger.
2. Select Allocate and sync.
Once you've properly distributed the payment amount across the relevant ledger items, click Allocate and sync to sync the payment to the patient's ledger. Alternatively, click Skip for now to close this window. If you do, you can find this payment later in the Payments Needs syncing tab.