When appointments are canceled, the co-pay payments completed by patients remain pending in the
PxP Portal Integration Tool. You can reconcile the pending payments in the following ways:
- Reconcile to an existing account: If the patient has an existing account, you can reconcile the encounter payments to the patient's account number, which in turn is batched to NextGen® Enterprise PM as an unapplied account credit with the tracking description as PreCheckVisitPayment.
- Reconcile to an existing encounter: If the patient has other encounters eligible for payment, you can reconcile the encounter payments to the patient's encounter number, which in turn is batched to NextGen® Enterprise PM as an unapplied encounter credit with the tracking description as PreCheckVisitPayment.
- Refund payment: If the payment is completed by a new patient or a patient who does not have any outstanding balance, you can refund the payment through NextGen® Pay powered by InstaMed and reject the payment in the Payment Reconciliation window.
