For use with NexHealth Payments Ledger Sync

See an interactive demo on fixing sync statuses.

If someone has been issued a refund or the transaction is an insurance payment, you will need to Mark as posted.

When you select Mark as posted, you’ll be prompted to confirm that the transaction has been manually added to the appropriate patient’s ledger.

Automatic syncing for refunds and insurance payments is coming soon.

If you have turned off Auto-sync completed payments in Settings (which is not recommended), Sync now will appear. Click the button to sync the transaction to your ledger.

To toggle on Auto-sync completed payments, go to Payments → Settings → Auto-sync completed payments.

If a payment has been made by a patient, but it is not yet tied to specific procedures for that patient, you’ll be prompted to Allocate and sync as outlined in the Custom payments article.

This typically shows up when patients pay online and there isn't a clearly-matching person in your EHR. If we need you to confirm the correct patient to sync this payment record to, Assign and sync will appear.

Click Assign and sync, and you'll see the payment details.

If a sync is currently in progress, you'll see a condition that tells you it's currently Syncing. No action is needed.

If a completed payment sync error ever occurs (for example, due to an outage with your health record system), you will see the Payment here with a Sync failed button. Click the button to re-attempt the transaction sync. Once the payment successfully syncs, the transaction will disappear from the Needs syncing tab.