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NexHealth Integration — Patient Balance Import

NexHealth Integration — Patient Balance Import

The NexHealth integration lets dental practices import outstanding patient balances directly from NexHealth into Partially and automatically create payment plans for patients.

Step 1 — Connect NexHealth

  1. In Partially, go to Settings → Integrations.
  2. In the NexHealth section, click Connect NexHealth.
  3. Enter your NexHealth API key. You can find this in NexHealth under Settings → Integrations → API.
  4. Select your NexHealth subdomain (the part before .nexhealth.com).
  5. Click Connect. Partially will verify the connection.

Step 2 — Configure the Import

Once connected, you can configure how patient balances are imported:

  • Minimum balance — only import balances above this threshold (e.g. $100)
  • Default offer — the payment plan offer applied to imported balances. Select from your existing offers.
  • Auto-send plan requests — if enabled, patients automatically receive an email/SMS with a link to accept their payment plan once it's created.

Step 3 — Import Patient Balances

To import balances manually:

  1. Go to Integrations → NexHealth → Import Balances.
  2. Partially fetches the current outstanding balances from NexHealth.
  3. Review the list and select which patients to import.
  4. Click Create Plans to generate payment plans for selected patients.

You can also set up automatic scheduled imports. Go to Settings → Integrations → NexHealth → Auto Import and choose a frequency (daily, weekly).

Step 4 — Sending Plans to Patients

After plans are created, each patient receives a plan request email or SMS with a secure link. The patient clicks the link, reviews the payment plan terms, enters their payment method, and accepts the plan — all without needing a Partially account.

To send a plan request manually to a specific patient, go to Payment Plans, find the plan, and click Send Plan Request.

Syncing Updates

Partially syncs payment activity back to NexHealth automatically. When a patient makes a payment, the balance in NexHealth is updated. If a plan is cancelled, the balance is restored in NexHealth.

Troubleshooting

Balances not importing — Verify your NexHealth API key is correct and that the patient records have outstanding balances marked as patient responsibility (not insurance).

Connection error — Check that your NexHealth subdomain is entered without https:// and without .nexhealth.com. Just the subdomain portion.