You can export the NextGen® Pay powered by InstaMed report to an Microsoft® Excel spreadsheet and then reconcile the InstaMed report with the Daily Payment report. You can balance individual batches by running the report using NextGen User ID.
You can use the vendor website reports to reconcile the vendor transactions against reports run from the application.
- You can contact NextGen® Pay powered by InstaMed for information on how to run and download report data.
- NextGen Healthcare does not provide training on the reporting features on the vendor website.
