For use with NexHealth Forms.
Ensure patients complete forms before their visit by sending NexHealth digital forms via text and email. Completed forms automatically sync to the patient’s chart in your health record system.
Forms are created for your current location only. To copy forms to other locations, check out the article on copying and duplicating forms.
Overview
Build from scratch or edit a templated form
Select forms from our library of commonly used forms and use them as is, or edit them to fit your needs.
1. Go to Forms → Manage forms.
Navigate to Forms in the left sidebar, then select Manage forms in the upper-right.
2. Click on New form and select Build.
You can find the dropdown menu in the upper-right corner.
3. Click on Select a template to use an existing form.
You can either start from scratch, or click on Select a template to begin with an existing form and edit from there.
4. You can edit the form to your needs.
If you’re starting from scratch or need to edit your template, read through our article on how to edit forms.
5. Click Save and exit.
If you’ve selected a Template and you’re happy with it or you’re finished editing, go ahead and click Save and exit.
Digitize existing forms
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.
Submit PDFs of your forms, and our team will digitize them and add them to your account.
If you need to edit an existing form or combine forms, you can submit the form(s) with instructions to our form-building team.
1. Go to Forms → Manage forms.
Navigate to Forms in the left sidebar, then select Manage forms in the upper-right.
2. Click on New form and select Digitize.
You can find the dropdown menu in the upper-right corner.
3. Fill out the request and upload your form.
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. |  |
Preview your form
You can view the form from the patient's perspective.
1. Select Preview from the ellipsis (…) for the form.
Click on the ellipsis (...) to the right of the form name, and then select Preview.
2. Click Exit preview.
Click Exit preview to close the preview window.
NexHealth forms are meant to be digital, but if you should need to print a form, click on the ellipsis (...) to the right of the form name, and select Download. This downloads a PDF version of the form, which you can then open from your downloads and print.