Reports, Receipts, and Ledger Syncing
A look into your transaction history, patient statements, receipts, and syncing your payments.
5 articles
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.