NexHealth Support

Check out this video overview to learn how to navigate NexHealth and improve your patient experience.

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Learn more about each feature by clicking below:

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Get started with Communications

Get started with Messages

Get started with Campaigns

Get started with Online Booking

Get started with the Waitlist

Get started with Forms

Get started with Payments

Get started with Verification

Get started with iPads

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See additional step-by-step navigation instructions below:

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Sidebar

Primary navigation through NexHealth is done from the left side of your screen, similar to how you might navigate your email inbox.

Switching locations

If your user profile has access to multiple locations, you can switch using the dropdown menu in the upper-right corner.

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Accessing additional settings

Additional settings, including your practice analytics, are found under the gear icon in the upper-right corner.

Managing your account including notification settings

You can manage your own account, including changing which platform notifications you receive by clicking on the avatar in the top right corner and selecting Account settings.

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View today's schedule

The NexHealth Home page shows all patients who are scheduled to come in today. View each appointment type, duration, status, the patient's name and birthdate, as well as contact information, details of the appointment such as provider and operatory, Insurance Verification and form completion. To filter the today view, you can use the All/Unconfirmed/Confirmed toggles found at the upper-left, or the Filter By drop down on the upper-right.

To manually send a reminder, review request, or missed/canceled message, select the ellipses to the right of the patient’s name.

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Fill availability with the Waitlist

The Today view also includes a card displaying your current availability, based on Availability in your online booking setup and schedule for today.

Click Fill open slots to go to the Waitlist and send automatic booking links to patients. Learn more about the Waitlist here.

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See practice analytics at-a-glance

Your practice insights appear at the top of the page, helping you keep track of the number of hours saved with NexHealth automation including digital forms and online scheduling. 

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View NexHealth activity

Notifications of all NexHealth activities are available in the Activity tab. 

View Patient profiles

Selecting Patients takes you to your patient list, although you can search for a patient from any NexHealth screen by clicking cmd +  k or by typing their name in the search bar in the top right.

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Lock icon

A lock icon indicates a feature which you are not yet taking advantage of. If you're curious, click Request access and a Nexer will get in touch with you!

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