Go-Live Checklist

The Go-Live Checklist is a one-stop-shop for you to know exactly what is expected of you at each step of the onboarding process and what will happen next. Work with your Onboarding Manager to go through each step.

Kickoff

Tell us about your goals and what matters most to you to ensure you get the most value out of NexHealth at your practice. Please come prepared to the kickoff call by following the below checklist:

1. Click on the Get Started button in your welcome email. This will guide you through starting steps depending on your health record system.

2. Video Call Setup: See our Zoom Tips & Tricks. Have a microphone and computer for the kickoff call.

3. Health Record System Access: Have access to your health record admin credentials. Or, Contact your IT Manager for assistance
4. Patient Forms: Submit your forms or choose from ours
3. Bank Information: Bring your bank info so patients can pay you online
4. Chrome Extension: Download NexHealth Chrome extensions if your health record system requires
6. Cancel your existing service: Send email #1 to your existing service informing them of your planned termination date

Customization & Setup

Tailor NexHealth to fit your practice’s setup by watching the below customization videos:

Essential Features

1. Smart Form Automation or the New Patient template
2. Online Payments
3. Patient Forms: Upload your forms or choose from our template library
4. Reminder templates
5. Reviews template
6. Recall templates

Advanced Features

Appointment Journeys

Training

Learn how to use the NexHealth platform in 15 minutes by watching the feature videos below:

1. How to use Online Booking
2. How to use Automated Reminders
3. How to use 2-Way Messaging
4. How to use Patient Forms
5. How to use Waitlist, No Shows, and Cancelations
6. How to use Reviews
7. How to use Online Payments
8. How to use 1 Click Recalls
9. How to use Campaigns

Go-Live

We launch NexHealth at your practice

1. Email your existing service to turn it off so your patients do not receive duplicate messages
2. Turn on templates
3. Publish online booking on your website and social media channels
4. Send your first campaign announcing online booking to your patients