Overview

Collecting insurance payment

Click Collect payment.
Select Insurance payment.
Enter payment amount.
Charge credit card.
Post payment(s) to your EHR ledger.
In Needs syncing, Mark as posted.

Collecting 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 payment amount.

Enter the payment amount, then click Charge credit card.

4. Charge credit card.

Enter payment details from the insurer’s card as you would for a patient, then click Charge credit card.

5. Post payment(s) to your EHR ledger.

For each, post the the payment(s) to your patient ledger(s). Insurance payments do not automatically sync, and will appear in Needs syncing.

6. In Needs syncing, Mark as posted.

Once you’ve entered the insurance payment into your health record system, navigate to the Needs syncing tab in Payments, find the payment, and Mark as posted.

You can now see the Insurance payment in your Transaction history, and they will show up as Insurance payments in the CSV and PDF Transaction history reports.

What’s the difference between Ledger Sync and Non-Ledger Sync, and what EHRs are eligible?

How do I collect payment through my website?

How do I collect payments from patients?

How do I collect a patient payment from an HSA, FSA, Debit, or Credit Card? How do I manage cards on file?

How do I collect for a custom amount? How do I collect pre-payment? How do I collect partial payment?

How do I collect virtual card insurance payments through NexHealth?

Overview

Collecting insurance payment

Collecting insurance payment

1. Click Collect payment.

2. Select Insurance payment.

3. Enter payment amount.

4. Charge credit card.

5. Post payment(s) to your EHR ledger.

6. In Needs syncing, Mark as posted.