Send NexHealth's digital forms to patients automatically via text or email forms so they can complete them before coming into the office. Once complete, the forms auto-sync to the patient's chart in your health record system.

Choose from over 25 different pre-built templates, including options such as patient information, medical history, consent forms, and more.

To view the available options and add forms to your account, follow the steps below:

1. Navigate to Forms from the NexHealth Home page.

2. Click on Manage Forms.

3. Select New Form

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4. To view the available templates and add them to your account, select Build.

5. Click on the Select a Template dropdown to view the selection of customizable templates.

6. Click on the form you would like to view.

7. You can edit, add, or remove fields on the form. To edit a field within the template, hover over the top right of the specific area you want to edit. Click the gear icon to make edits. Remove a field using the red X icon. Find more detailed editing instructions here.

8. When finished, click Save and exit to add the form to your account. This will take you back to the Manage forms page.

9. To view the form from the patient's perspective, click on the ellipsis (...) to the right of the form name, and then select Preview.

10. Click Exit preview to close the preview window.

If you don't find a pre-built template that meets your needs, our team can turn your existing paperwork into a responsive integrated form.

1. To digitize an existing form, navigate to Forms and select Manage forms.

2. Click on New form, then click Digitize.

3. Fill out the request and upload your form, then, click Submit. Your form will be digitized and available in your account within 72 business hours.

1. You can also create packets or groups of forms which are commonly sent together.

2. Navigate to Manage forms and switch to the Packets tab.

3. Then click New packet.

4. Give the packet a title the staff will recognize, for example, "New Patient."

5. Add the forms to your packet by clicking the Add forms to packet field.

6. Click Save. The packet will appear as an option to send to patients.

1. Navigate to Forms, then select Manage Forms. Click on Copy to locations.

2. Use the checkboxes to indicate which forms and/or packets you would like to copy and click Continue.

3. Then select the checkboxes next to the Locations you would like to copy the forms and or templates to and click Continue.

4. Confirm your selection and choose Yes, copy to locations.

NexHealth offers several ways to ensure the right patients get the right forms at the right time:

To manually send forms to patients:

1. Navigate to Forms.

2. Select Request forms.

3. Search for the patient, and select the forms you wish to send.

4. Adjust the due date if desired (the default due date for forms is the date of the appointment or 7 days from the current day). Type a custom message if needed.

5. Click Send.

The patient will receive a text and an email with a link to complete the form(s) you have selected. A form reminder will be sent one day and one hour before the designated due date. Once completed, forms sync back to NexHealth and automatically sync to the patient's chart in your health record system (if enabled).

To ensure patients are completing their forms on time, NexHealth forms include a due date on every request. By default, NexHealth matches form due dates to the date of a patient's upcoming appointment. For manual form requests, this due date can be altered by following the steps below:

1. Navigate to the Gear icon.

2. Click on Settings.

3. Select Form configurations.

4. Set the due date as you wish by changing the number in the box, and then select the time from the drop-down.

By default, when you navigate to the Forms page, you begin on the Active requests tab. This section provides an overview of all outstanding form requests that have not yet been completed or have been completed by not yet synced to your health record system.

Form details: You can see every form that's been sent to a patient, the due date for that form, the status of the request, and a copy of the forms that were sent to them. Forms with a blue check mark are complete. Click on the form to view the actual form.

Form Notifications: When a patient completes their form, you'll get a notification in the Activity Feed as well as in the Forms tab and on the Patient profile.

Synced: The synced tab displays all form requests that have been completed and synced to the health record system.

Expired: The expired tab shows form requests whose due date has passed. To move an expired request to active so patients can complete the forms without having to send another request, click on the ellipsis (...) to the right of the request and select Move to active.

All: All provides a view of ALL form requests that have been sent. use the filters to narrow your search if you are trying to locate forms for a specific patient, time period, or due date.

Form statuses update at every step in the process, and display as follows:

Sent-- Forms have been sent to the patient.

Clicked-- Patient has clicked the link, but has not yet completed any forms.

In Progress-- Patient has begun filling out forms and has submitted at least one form, but has not completed all of them.

Complete-- Patient has completed and submitted all forms. A check mark to the left of the form means it is complete. Click on the form name to view the completed form.

Synced-- Will show you the date stamp of when the sync occurred on the Synced tab.

Sync now-- If some, but not all of the forms are complete a green 'Sync now' button displays as an option on the Active forms tab.

Sync failed --Will show you the date stamp of when the sync was attempted and failed.

Assign & Sync-- If a patient is not recognized in NexHealth, you can select the correct patient or create a new one (for some EHRs).

Forms automatically expire to ensure the data in them is fresh and to keep patient data secure so it cannot be accessed beyond what is actually necessary for the patient’s visit.

If a Form or Form Request has expired, you can reactivate it to allow the patients to reopen that form request and complete it or make changes.
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​To reactivate an expired Form:

1. Navigate to the Forms tab and select the Expired tab.

2. Locate the request to reactivate by searching for the patient in the Find a patient box.

3. Click the ellipses (…) to the right of the request.

4. Select Move to active, and adjust the due date.

5. The request will now appear under the Active tab and the patient will be able to access the form(s) through the original link.
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