NexHealth Support

73% of patients prefer to book appointments after hours. With NexHealth, that experience takes just seconds. 

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NexHealth's Online Booking ensures that your patients are able to schedule appointments whenever it suits them, online. Appointments sync automatically into your health record system’s calendar, avoiding double bookings and data-entry for your team.

Follow these easy steps to set up Online Booking:

Detailed instructions follow, but in short:

1. Create the Appointment Types you would like patients to be able to book online.

2. Next, set up your providers’ availability. 

3. Then, customize your Online Booking Form to collect basic information from patients.

4. Finally, post your Online Booking where patients can access it! Copy your booking widget to your website (no code necessary! Just select “copy.”) 

We also recommend posting your booking on social media. Click here to see best practices. Your booking link will appear on your Google Maps and Google Search pages automatically. You may also want to send a campaign to let your patients know of this new way to see you!

Step by Step:

Step 1: Create Appointment Types

This step MUST be completed first.

1. Navigate to the gear icon and select Settings.

2. Scroll on the left side menu to Scheduling, and then choose Appointment Types.

3. Click Add Appointment Type.

4. Configure the appointment type:

            a.  Give it a Name (this is what patients will see).‍

            b. Toggle Show in online booking ON

            c. Toggle Allow patient to cancel ON if you would like patients to be able to cancel from their appointment reminders

            d. Determine the appointment duration (Note: this can be adjusted on a per provider basis later if needed)

            e. Add Insertion Rules (if desired) - Insertion rules are the Visit Types, Service Types, Appointment Types, and/or Procedure Codes associated with this               appointment. These will write into your practice management system with the appointment when NexHealth inserts the appointment into your PMS.

5. Click Save.

Repeat for each appointment type you would like to make available for patients to book online.

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Step 2: Set up Provider Availability

1. Next switch to Availability.

2. Locate the provider whose schedule you'd like to configure.

3. Configure the provider:

           a. Edit the provider's name (if desired) by clicking on the pencil icon. Click on the check mark to save.

            b. Click on the image to upload a photo of the doctor or practice logo.

            c. Use the drop-down to select a different provider type (if needed).

            d. Switch the Status to Active.

            e. Click Edit to assign specific appointment types to this provider (otherwise, ALL available appointment types is the default).

                           Toggle on appointment types you would like patients to be able to book online. Click on Customize appointment durations if you need to adjust the                            duration of a particular appointment type for a particular provider.

            f. Finally click + ADD TIME to set the hours the provider is available to be booked online.

                        i. Click the Select day dropdown to choose the day. If the provider's hours are the same on multiple days, you can multi-select days.

                       ii. Click the Select operatory dropdown to choose the operatory in which the provider will see patients.

                      iii. Set the time by clicking on the hour and minutes. Be sure to set AM and PM correctly. If you have a standard break for lunch, we recommend creating a                            morning block, and then a separate afternoon block, leaving the lunch break open.

            g. Click Save.

Repeat for each different block of time you wish to set for this provider.

When complete, your schedule should appear something like this:

Note: For more customized options, such as availability that is every other week, or on a repeating basis, use the On a specific date or Custom repeat toggles to set up that availability.

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Step 3: Configure the Online Booking Form            

The online booking form captures patient information as they book online. We recommend keeping it as brief as possible, but there are many options to customize!

1. Switch to Online booking form.

The information in the gray area cannot be customized or removed. NexHealth uses this info to determine if a patient booking online is a new patient or existing one.

2. If you would like to capture additional information (such as a credit card deposit, health-related information, or previous provider(s)), click on Customize Form.

3. Click +Add Field to choose the type of field you want to add.

            *If you have NexHealth Payments and have already set up your banking information, the Payments widget appears. This allows you to capture a credit card on file              to charge in the event of a no-show or cancellation.

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             Once you add a field, you can type directly in the field to customize it. You can also choose to toggle on hide for existing patients if you prefer only new patients              complete the field, and toggle on for all locations if you would like the field to apply to the online booking form for all of your locations.

              *Note: if you do not see hide for existing patients as an option, please email or call NexHealth Support. This is an option our team will be happy to enable.

4. Use the Preview button to review the form.

5. Click Save when complete.

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Step 4: Add your booking widget to your webpage and socials

1. Switch to Widgets.

2. You can test the availability you setup by clicking on any of the Book Now (b) buttons (they are all the same--the difference is just color). Click a Book Now button takes you to your Online Booking page that your patients will use!

3 Use the Copy (a) button to copy the code for the color button you want to insert in your webpage. If you only need the URL, click on Book Now, and copy the URL from your browser.

4. If you would like online booking links that are specific to different Locations, Providers, or Appointment Types, switch to the type of button (c), and follow the same steps as above.

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Read more about our Reserve with Google integration here.