NexHealth simplifies the ability to include forms in your appointment reminders, automatically prompting patients to complete relevant paperwork prior to their appointment.

There are a couple of ways to ensure that the right patient gets the right forms at the right time.

The easiest way is to set up specific rules for which patients should receive each form. See instructions for setting up Smart Form Automation here.

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In some circumstances, you may want to send Reminders with specific verbiage to your patients. This can be accomplished by setting up Appointment Journeys. Instructions to set up Appointment Journeys are here.

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Once you have your appointment journey created, follow the steps below to include forms in your reminders:

1. From NexHealth Home, navigate to Communications.

2. Select Reminders.

3. Choose the Reminder sequence you'd like to edit, or click on +Add Reminders sequence if you are creating a new one.

4. Edit the Email and/or SMS message(s) where you would like to add the form by clicking on the pencil in the top right.

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5. Click on Forms in the Smart Commands menu.

6. Place your cursor where you would like to add the form, and click to insert the form.

7. Click Load preview to see the message from patient's view.

8. Click Save.

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The form smart command creates a button for patients to complete their paperwork, which will then sync into your health record system--automatically.