NexHealth Support

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How do I generate a patient statement?

What are statements?

Patient Statements are detailed explanations of charges included in a payment request. Statements are generated with information, like procedure-specific charges and insurance reimbursement, read directly from your ledger. Statements are automatically included for practices using Ledger Sync.

How do I send a statement?

If you use Ledger Sync, statements are automatically included in individual or batch payment requests.

Why do patients need to verify their date of birth to view a statement?

As statements can include sensitive health information – such as procedures performed and their associated costs – NexHealth will automatically include a setting requiring patients to verify their date of birth and last name in order to view their statement and complete the payment. This is an added security measure that will protect patients’ information.

You can turn this setting off by going to Settings > Payments Configurations.