NextGen Knowledge Center

View Patient Payments in the PxP Portal Integration Tool

Pending payments include account and encounter payments. An account payment becomes pending when the payment does not have a valid guarantor account number or has multiple guarantor account numbers.

Co-pay payments made before a visit completed through NextGen® Patient Engage powered by Luma remain pending until encounters are created for the specific appointment IDs in NextGen® Enterprise PM. When relevant encounters are created, the pending co-pay payments are reconciled as the Unapplied Encounter Payment Reconciliation agent runs three times a day: 5 AM to 8 AM, 12 PM to 3 PM, and 7 PM to 11 PM. The PxP Portal Integration Tool searches for encounters using the associated appointment IDs.

  1. Open the PxP Portal Integration Tool, and then select the payment icon.
    The pending payments appear in the Payment window.
  2. To view the payments reconciled and posted to the NextGen® Enterprise PM batch, select PAYMENT STATUS - POSTED from the status list, and then select Search.
    The posted payments appear. The Posting Source column displays the following agent types to identify how the payment was batched to NextGen® Enterprise PM:
    • Reconciled by [username]: Indicates manual reconciliation.
    • Secure Payments Agent: Indicates automatic reconciliation of payments made through NextGen® PxP Portal.
    • Other Payments Agent: Indicates automatic reconciliation of payments made through:
      • PayNow(guest pay).
      • PreCheck Balance Payment: Payments made in NextGen® Patient Engage powered by Luma.
      • PreCheck Copay Payment: Co-pay payments made in NextGen® Patient Engage powered by Luma when the encounter was created before payment submission and the payment was not in the Pending Payments queue.
    • Encounter Reconciliation Agent: Indicates automatic reconciliation of Visit Charge (Co-pay) payments made through NextGen® Patient Engage powered by Luma and captured through the automated sync job, which runs three times daily: 5:00 AM to 8:00 AM, 12:00 PM to 3:00 PM, and 7:00 PM to 11 PM.
  3. To view the payments rejected in the PxP Portal Integration Tool, select PAYMENT STATUS - REJECTED from the status list, and then select Search.
  4. To view the payments pending reconciliation to the NextGen® Enterprise PM batch, select PAYMENT STATUS – PENDING from the status list, and then select Search.
  5. To view the payments with the status PAYMENT STATUS – PENDING from a specific payment source, select one of the following options, and then select Search.
    • Bill Payment: Payments made using the Pay Bills menu in NextGen® PxP Portal.
    • Pay Now Payment: Payments made without logging on to NextGen® PxP Portal.
    • PreCheck Balance Payment: Payments made in NextGen® Patient Engage powered by Luma.
    • PreCheck Copay Payment: Co-pay payments made in NextGen® Patient Engage powered by Luma.
  6. To view payments for any other criteria, such as person ID, patient name, or location name, enter the appropriate value, and then select Search.
View Patient Payments in the PxP Portal Integration Tool