NexHealth Support

NexHealth templates are the heart of your automated patient communications. Activate templates to automatically send:

             - digital Save the Date cards

             - appointment Reminders

             - messages for Missed or Canceled appointments with links to reschedule

             - New Patient welcome messages

            - Review requests to boost your SEO

             - Birthday wishes and more!

Every template in NexHealth has the same basic functions: an Action (the gray tile at the top of the sequence) which triggers the sequence to send, and then Email and SMS messages (the purple tiles), which you can customize. This ensures your automated messages are sent at the right times for each patient.

A green dot to the left of the template indicates that the template is active.

Read this article to learn what triggers each NexHealth template.

To activate your templates:

1. Navigate to NexHealth Home
2. Click Templates.
3. Click on the template you'd like to activate.
4. Flip the toggle on.
5. Click YES, ACTIVATE IT! when prompted.

Your template will start automatically sending!

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NexHealth templates have been thoughtfully designed and tested for effective communication, but should you choose to customize them, it is easy to do so.

To edit your templates:

1. To edit the trigger, or action, click on the pencil icon to the right of the gray Next action tile.

2. To edit the Email message, click on the pencil to the right of the purple tile.

3. In the template editor you can edit the text, add images, or adjust the Smart Commands.

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4. Click Preview to see how the message will appear to patients.
5. Click Send test to send a message to your email or mobile device. *Note: Send test is not available for the Reviews template - it must be connected to an actual appointment to send.
6. Click Save and exit to save changes and return to the editor.