NexHealth offers a selection of pre-built Campaigns to provide a quick and effective means of communicating with groups of your patients. Send personalized messages via text and email about end-of-year insurance benefits offers, weather closures, new team members, holiday greetings, and more. Apply filters to curate a specific patient list. Then, briefly outline your content, and use the built-in AI to write the copy.
Select your template or start fresh
1. To start with one of NexHealth's pre-built templates, navigate to Campaigns --> Favorites and choose from the selection of pre-built templates. Click on the name of the campaign, and then Make a copy.
2. To start with a blank campaign, click on New campaign.
3. Update or give the Campaign a title, select the Location(s) you wish to send it to, and click Continue.
Select your intended audience
4. Use the campaign filters to select the audience you want to send the campaign to. Click Continue when you are finished adding filters.
By default, NexHealth sends campaigns to active patients synced from your EHR.
You can narrow this list using filters that include:
Demographic info - including patients’ age and gender
Appointment status - including whether the patient has had an appointment or has one booked in the future
Procedure - [Available for Dentrix, Dentrix Ascend, Dentrix Enterprise, Denticon, Eaglesoft, and Open Dental], including whether a specific procedure code has/has not been added to the patient’s visit or chart (e.g., unscheduled treatment)
Insurance - [Available for Dentrix, Dentrix Enterprise, Open Dental, and Eaglesoft], including the name, group number, and/or employer
Waitlist - [requires access to Scheduling], including whether a patient is on your ASAP or Sooner if Possible list
Continuing care - including whether a patient is due for recall care based on the due date recorded in your system for their next treatment
Search patients - manually search by name to locate specific patients to include
Upload CSV - to upload a CSV containing the patients’ last name, first name, phone number, and email. This is a great way to reach out to patients who show up in specific reports available in your health record system.
5. Verify that the patient list is correct and click Continue.
Edit or author your message
6. Click +Add email message and then Edit to edit the copy. Click +Add text message if you would like to send both email and text.
Note: SMS messages are limited to 425 characters or fewer to ensure deliverability.
7. The email and text message editors work the same as the general NexHealth template editor, including the ability to add Smart Commands to your campaigns.
*Note: The NexHealth campaign editor does not support attachments, iframes, or embedded videos at this time. If you would like to insert a video into a template or campaign, use an image of the video, then highlight the image and use the link function to link the URL of the video.
8. Use the the Generate with AI feature. Briefly outline your desired content in the box in the top right and then click Generate with AI to allow the NexHealth AI to write the first draft for you!
9. Edit the copy, then click Save and exit.
10. Repeat for the SMS message if desired. Keep in mind SMS messages should be much shorter than an email.
Add images
Increase a campaign's likelihood of success by using images to capture patients' attention and make it more visually engaging.
11. To add a picture to an email campaign, select the Image icon in the editor.
12. Click Upload to select the image to add. Drag and drop your desired image into the box, or click Browse for an image to locate one from your computer.
13. Click Save.
*Note: Images cannot be added to SMS campaigns due to carrier requirements.
*Note also: Videos cannot be directly embedded in a campaign. However, you can upload an image of the video and then use the link icon to overlay a link to the video. This will allow patients to click on the image and launch the video.
Send or Schedule your Campaign
14. Click Schedule (to send the campaign at a future date) or Send to send it immediately.
