NexHealth Support

Navigate to the Campaigns tab to find over a dozen pre-built campaigns, including messages designed for end-of-year insurance benefits offers, weather closures, introducing new team members, and holidays.

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1. To start with a pre-built template, navigate to Campaigns --> Favorites and locate all the pre-built templates as well as any you've previously favorited.

To start with a blank campaign, click on New campaign.

2. Click on the name of the campaign and then select Make a copy.

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3. Update the Campaign title, select the Location(s) you wish to send it to, and click Continue.

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4. Use the campaign filters to select the audience you want to send the campaign to, clicking Continue when you are finished adding filters.

*Note: Procedure, Insurance, Waitlist, and Continuing care filters vary by EHR.

5. Verify that the patient list is correct and click Continue.

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6. Click Edit to edit the copy. Click +Add text message if you would like to send both email and text.

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7. The email and text message editors work exactly the same as the general template editor, including the ability to add Smart Commands.

For a new campaign, use the Generate with AI feature to outline your desired content in the box above and then click Generate with AI to allow the NexHealth AI write the first draft for you!

8. Edit the copy to your liking and click Save and exit.

9. Repeat for the SMS message if desired. Keep in mind SMS messages should be much shorter than an email.

9. Click Schedule (to send the campaign at a future date) or Send to send it immediately.

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