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NexHealth Support

Contact NexHealth Support
Locate your Support ID
Add or edit a provider's NPI
Automate sending forms to patients with form rules
Patient check in via iPad Kiosk mode
View a patients' insurance coverage
Verify insurance automatically or manually
Manually verify patient insurance
Eligibility summary PDF FAQs
Mark patients' insurance as Self pay
Generate a patient statement with Ledger Sync (for Dentrix and OpenDental)
What insurance payers can NexHealth verify?
Login to NexHealth via SSO
Create Roles to easily manage NexHealth users
User management: apply roles or manage one-off permissions
Exportable data available from NexHealth
How to export NexHealth data to use for analytics
Charge a patient’s credit card on file from NexHealth
Use the AI Campaign Assistant to generate a customized campaign message
View patients' NexHealth activity history
Quickly see all patient activity and information at-a-glance
Accepted forms of payment for NexHealth Payments
Patient Alerts on the home page let you know what patients are missing
Re-use existing Campaign templates
Troubleshoot your Reserve with Google integration
How do I request access to Ledger Sync?
Payments with Ledger Sync
Uploading 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?
Campaigns texting limit
Searching for patients
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 use 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?
Where can I find answers to other frequently asked questions about Payments?
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?
Setting up payments
Preparing for your kickoff call
Advanced online booking analytics
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?
nexhealth team members
NexHealth Help Center
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Communications
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How do I set up the Review Template?

How do I set up the Review Template?

1. Navigate to NexHealth Home.

2. Select Reviews under Communications.

By default, Reviews send every evening at 7:30 PM to the patients who were seen that day with completed appointments. Reviews are sent once every six months. Patients are asked to rate their experience from 1 - 5, and those who select a 4 or 5 are directed to a Google Review prompt to leave a review on Google.

To change the time of day Reviews are sent:

1. Click on the pencil icon in the Next action tile.

2. Edit the time to the preferred sending time, then click Save. Reviews will now be sent at that time.

To change the frequency that Reviews are sent:

  1. Click on the pencil icon in the Send to patients tile.
  1. Edit the frequency by changing the number of months between Review requests. Then click Save.

To edit the verbiage of the Reviews template:

  1. Click on the pencil icon in the Reviews email and/or Reviews SMS tile(s).
  2. Use the editing tools to adjust the text.
  3. Do not remove INSERTSURVEYRATING. This is what creates the Google Review experience.
  4. Click "Load preview" to see the message from the patient perspective.
  5. Click on Save to save your edit
  6. **Note: Send a test does not work with this template because it must be attached to an appointment.
  7. To activate, toggle the control On.
  8. Click YES to confirm the activation. Reviews will begin to send that day at the time you specified.