Book a Demo
Book a Demo

NexHealth Support

Can patients check themselves in?
How do I view a patient’s insurance coverage in NexHealth?
How does automated insurance verification work?
How do I manually verify a patient’s insurance?
Why does the information on patients’ eligibility summaries vary?
How do I mark patients as self-pay?
How do I generate a patient statement?
What insurance payers can NexHealth verify?
Does NexHealth have SSO?
How do I create a new role?
How do I apply a role or manage one-off permissions?
What data can I export?
How do I export NexHealth data for analytics?
How do I charge a patient’s credit card?
Where do I find my Support ID?
How do I use the AI Campaigns Assistant?
How do I view a patient’s history?
How do I see patient information quickly?
What payment methods can we accept with NexHealth Payments?
What are the Patient Alerts on my home page?
How do I troubleshoot my Reserve with Google integration?
How do I request access to Ledger Sync?
What is NexHealth Payments with Ledger Sync?
How do I use a CSV to send a campaign?
How do I manage text messages when I have multiple locations?
How do I access pre-built campaigns?
How do I track my Campaign performance?
How do I purchase additional SMS credits for Campaigns?
How many text messages can I send using NexHealth Campaigns?
How do I search for a patient?
What is Patient 360?
How do I check my schedule on the go?
What is NexHealth’s Reserve with Google integration?
What happens if I do not have a Google Business profile?
How do I remove my Online Booking link from my Google Business Profile?
What is smart send?
How do I retrieve an expired Form?
How do I know when a message was not received?
What are Saved Responses and how do I use them?
What are A.I. Quick Replies?
What are Out-of-Office Replies?
How to set up Out-of-Office Replies
How to download the NexHealth iPad app and NexHealth Messaging app for iOS
New! Medical History Form for Cloud 9
New! Medical History Form for athena
New! Medical History Form for eCW
How do I customize a provider’s availability?
How can I report on payments received through NexHealth?
What happens to saved patient cards when NexHealth switches to its new payment processing partner?
How do I cancel a Waitlist request?
How do I create a booking link for multiple providers?
What is the Online Booking Form?
Syncing Public Forms & Packets in NexHealth
Get started with NexHealth Forms
Get started with NexHealth Online Booking
How do I register to continue using NexHealth Payments?
Get started with Payments
How do I install the NexHealth Desktop app?
How do I navigate in NexHealth?
Why do I have a lock icon in my navigation?
How do I use the Patient Activity Feed?
What are the stats on my Home page?
How do I use NexHealth Home?
How do I add an attachment to my message?
How do I use the Messages archive?
How do I clear message notifications?
What is medical alert pre-filling?
How does NexHealth pre-fill Medical Alerts?
How much does it cost to use NexHealth Payments?
How do I automate payment reminders?
How do I let patients pay on my website?
How do I send a Batch Payment request to multiple patients?
Recommendations for Setting Up iPads
How do I add patients to my health record system's ASAP list?
How do I view a patient's completed forms?
What are the best practices for sending SMS Campaigns?
What does the patient payment experience look like?
How do I turn on Chrome Notifications?
How do I manage staff access to features?
How do I copy forms to another location?
Can I send messages to my patients in Spanish?
How do I view conversations with patients?
How do I setup the New Patient Template?
How do I set up Appointment Journeys?
What hours do automated messages send to patients?
How do I move the NexHealth Synchronizer installer to the C:Drive?
How do I set up two-factor authentication?
How to cancel my previous service?
What do I need to do if I'm updating my Health Record System?
How do I set up NexHealth Payments?
How do I prepare for my kickoff call?
How do I use Google Tag Manager for advanced analytics tracking?
How do I create patient forms?
How do I adjust the forms default due date?
Which forms are available in Spanish?
How do I add a Holiday or block off Online Booking?
What triggers each email template?
How do I set up Smart Commands?
How do I add emojis to messages?
How do I use email for my patient communications?
nexhealth team members
NexHealth Help Center
/
What’s new
/
How do I export NexHealth data for analytics?

How do I export NexHealth data for analytics?

  1. Select the product tray in the upper right corner**,** choose Analytics.
  2. By default, you will be on the data export tab.
  1. Select the Locations you’d like to export from. This is a multi-select list–you can add as many locations as you need.
  2. Choose the table. This determines which data will appear on your report. For definitions, please see ‘**What data can I export?’**
  3. Select the time frame and how you would like that time filtered, ex: created/updated during.
  4. Generate a preview first to ensure the data you need will appear on your report.
  5. If the data looks right, choose Generate export.
    • If you need to make changes, select New data export and return to step 2.
  6. A link to download a CSV file to the email associated with your NexHealth user. You can then upload them to your BI tool of choice.
    • Please note: Exports can take up to 30 minutes depending on the size of the data set.

‍