For use with NexHealth Payments
NexHealth Payments lets you collect insurance virtual card payments directly from the Payments page. A standard card-not-present processing fee applies to each insurance payment transaction.
Collect an insurance payment
1. Click Collect payment.
In Payments, click Collect payment.
2. Select Insurance payment.
Select Insurance payment in the bottom-right corner.
3. Enter the payment amount.
Enter the amount, then click Process payment.
4. Process payment.
Enter the payment details from the insurer's card as you would for a patient, then click Process payment. Insurance cards will not be saved for future use.
5. Post the payment to your EHR ledger.
Insurance payments do not automatically sync. Post each payment to your patient ledger(s) manually, as you would any other insurance payment. The transaction will appear in the Needs syncing tab in Payments.
6. Mark as posted.
Once you've entered the insurance payment into your health record system, go to the Needs syncing tab in Payments, find the payment, and click Mark as posted.
After marking as posted, the payment appears in your Transaction history and is labeled Insurance payment in CSV and PDF reports.