Payments
NexHealth payments help you collect more with less effort.
22 articles
Payments Setup and Product Information
Initial Setup, Fees, and Bookkeeping
How do I register my business and connect my bank account with NexHealth Payments?Register with our payment processing partner and set up your payout bank account(s)
When do payouts happen? What are the processing fees?Frequently asked questions about payout timing and amounts.
How does NexHealth Payments fit in with my bookkeeping? How do I reflect this revenue in my bookkeeping?How to make sure that the revenue you collect through NexHealth is properly accounted for in your bookkeeping practices.
Collecting Payments
Collecting payments with NexHealth Payments
How do I collect payments from patients?Initiate the collection process in NexHealth,, and allow the patient to pay online, in person, and by charging saved payment methods.
How do I collect payment via a terminal? How do I trouble-shoot my terminal?Use the Collect payment page to specify how much you want to collect, and then select the terminal you wish to use to collect payment.
How do I collect a patient payment from an HSA, FSA, Debit, or Credit Card? How do I manage cards on file?Collect faster with saved payment methods, and securely manage patient card details.
How do I collect payment from someone who's not currently in the office?Send and manage payment requests to collect payments from patients with text/email-to-pay links.
What if someone wants to pay their Payment request in person or over the phone?View the request to Charge credit card, Mark as paid, or Cancel request to resolve payment requests over the phone or in person.
How do I collect for a custom amount? How do I collect pre-payment? How do I collect partial payment?Collect payment for a custom amount that's not tied to a specific ledger item as a partial payment, pre-payment, or other custom amount.
How much do my patients and families owe me?This tab shows all families with outstanding balances and is similar to your Accounts Receivable Aging Report.
How do I collect payment through my website?The online widget enables patient payment from your website.
How do I set up a payment plan?NexHealth partners with Affirm to offer payment plan options for high-value bills. This option is available to all NexHealth Payments users.
How do I collect virtual card insurance payments through NexHealth?Collecting virtual card payments from insurance payers is just a few clicks away, and you can do it right from any tab in the Payments page.
Sending reminders
Send automated reminders to patients.
How do I send automated payment reminders to patients?How to make your Payment Requests send automatic reminders
How do I manually send payment request reminders to patients?NexHealth Payment requests allow you to quickly and easily send reminders to patients who have received a Payment request.
Reports, Receipts, and Ledger Syncing
A look into your transaction history, patient statements, receipts, and syncing your payments.
How do I generate transaction reports? How do I reconcile NexHealth with my Ledger?Download itemized transaction reports from Transaction history.
How do I send patient statements?With Ledger Sync, patient statements are automatically included in every payment request.
How do I generate, send, and print receipts?Save and print receipts for your patients and internal records
What’s the difference between Ledger Sync and Non-Ledger Sync, and what EHRs are eligible?Ledger Sync displays open balances from your practice management system, and syncs back completed payments
How do I resolve sync statuses in Needs syncing?In most instances, completed transactions will automatically sync to the appropriate patient ledgers. Exceptions appear in Needs syncing.
Refunds and Disputes
Process refunds and manage disputes easily within NexHealth.
Manage payment refundsIssue refunds right from NexHealth
How do I settle a dispute? How do I challenge a dispute?Disputes, while uncommon, do occasionally happen. NexHealth will help you escalate and resolve these issues.