Only available for use with NexHealth Payments Ledger Sync
Overview
Payments status columns
Family-level ledger totals
The number in Not requested, the Patient profile slideout, or the patient's Collect payment page is incorrect.
There's a mismatch between patients who are showing up in the Not requested tab and your health record system.
The number in Awaiting payment is incorrect.
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.
Resolving balance discrepancies between NexHealth and your health record system
The number in Not requested, the Patient profile slideout, or the patient's Collect payment page is incorrect.
If the number in Not requested, the Patient profile slideout, or the patient's Collect payment page is incorrect, reach out to support to resolve the issue.
There's a mismatch between patients who are showing up in the Not requested tab and your health record system.
If a patient is not showing up in your Not requested tab, and they should be, reach out to support to resolve the issue.
If a patient is showing up in your Not requested tab, and they should not be, reach out to support to resolve the issue.
The number in Awaiting payment is incorrect.
If a patient is showing up in Awaiting payment but has already paid, you should either Mark as paid or Cancel request.