1. Navigate to NexHealth Home
2. Select Templates.
![](https://cdn.prod.website-files.com/62fb498ac6d6005848af0f22/6490ad75b312f547ca962ba9__u9AH8SHQHIZCB3WNYVd12WXtBw9HlJDmrbjvtOOcbgUXIG1P9MPtKq1aZKxG5aaa8V4ApdcAFf-mpHZoKxSGoqwbR-AUCIv_M9eexwQacvfEtWPZ7Q1EunycdFyUFjLmhlpvBnfh-jcks9oaLkyEKs.jpeg)
3. Choose "New Patient."
![](https://cdn.prod.website-files.com/62fb498ac6d6005848af0f22/6490ad75b312f547ca962b99_CFCsPIwJ9TMf6UgPp1ABDoRDirrgACKw9yd5GPPM7zznfZVbEExMlxWd4eoq7LQbmCcjK0qCipLWCUqKKT_zOw946lqcV00v9o3JPWDLnpTjDXpVyGsICNjveZ_bCY_BM8WI3HOp9_mUMkA7OB_P_Jo.jpeg)
4. Click to edit the messages.
![](https://cdn.prod.website-files.com/62fb498ac6d6005848af0f22/6490ad75b312f547ca962b92_EAzBo9_wco73wMxLLFsoXZIDiOyms9JBkv71K3d3YYd4iatPcA5REXvLTPjWhaSg1RMMlZq3RCK1pBrOx7m_qH0zab53Ee9OG-wyYlCXIwNHfhzGfSyRkSophv76Okanfoi5tz2d7TcgDcLJKnFCmqI.jpeg)
5. Optionally, you can add your new patient intake packet. Click "Forms" under Smart Commands.
![](https://cdn.prod.website-files.com/62fb498ac6d6005848af0f22/6490ad75b312f547ca962ba1_evi7cz4D4QvJv1QLHDnKu2lF5oXmwommLI99euMh39IVKx6j8yK8iYAqMlej5acMlP4NPx3pHW8SxMAtgo1UJFklq6e0Psk1kibUQhuRuTGXoRdfcqh0p3A6MY_2AuMvNN6HtTpr2bKohXFt5alkrI0.jpeg)
6. Select "INSERT_PACKET_NEW_PATIENT_FORMS"
7. Click "Load preview" to see the message from the patient perspective.
8. After review, click to close the preview and Save the message.
And I've used at least 6 others." - Shaye, Falmouth Dentistry