Only available for use with NexHealth Payments Ledger Sync
Overview
Using the Not requested tab
Payments status columns
Family-level ledger totals
Using the Not requested tab
Payments status columns
Each row represents a family. We display the guarantor’s full name, and if there are dependents, their first names appear underneath. You can also search for any member of a family in the "Find a patient" search bar above this table.
Open Claims column: Shows whether any family member has an open insurance claim.
Days Overdue column: Displays the age of the oldest unpaid balance across the family.
Family-level ledger totals
Ledger Balance: The family’s total Ledger Balance, ignoring all claim estimates.
Estimated Family Balance: The Ledger Balance, minus insurance estimates and insurance writeoff estimates. Note: Dentrix insurance writeoff estimates are unavailable here because they are not stored in their Guarantor Accounts Receivable Aging Report.
Not Requested: The Estimated Family Balance, minus any amount already requested (but not yet paid) through a NexHealth Payment Request.