For use with NexHealth Payments.
Recording payments made outside NexHealth
Sometimes you send a payment request but the patient pays another way — cash, check, CareCredit, or another non-NexHealth method. To close out the request (and stop further reminders), Mark as paid or Cancel request.
1. Collect the cash or check payment.
Take the payment in person as usual.
2. Go to Payments → Awaiting payment → Manage.
Select Manage for the payment you want to mark as paid.
3. Mark as paid.
Click Mark as paid from View payment.
You can also Cancel request from View payment. That deletes the request entirely — the completed payment won't appear in Transaction history or reports.
4. Select the payment method and add notes.
In the Payment method dropdown, select how the payment was received (cash, check, or other). Add any notes for your reference, such as a check number.
5. Choose whether to email a confirmation receipt.
Toggle Email a confirmation receipt to patient if you'd like NexHealth to send one automatically.
6. Choose whether to sync to your ledger (Ledger Sync only).
If you use Ledger Sync, you have two options:
Automatically sync — post the payment to the patient ledger as a NexHealth Manual Payment.
Mark as posted — if you already posted it manually, use this to avoid a duplicate.
Non-Ledger Sync customers always need to post the payment to the patient ledger manually.
7. Click Mark as paid.
This marks the request paid in NexHealth.
⚠️ This step can't be undone.
In Transaction history, click Show details on a Mark as paid transaction to review the payment method and notes you entered.