For use with NexHealth Communications - Campaigns
Overview
Create a new Campaign
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.
1. Go to Campaigns → Favorites.
To start with one of NexHealth's pre-built templates, navigate to Campaigns --> Favorites and choose from the selection of pre-built templates.
2. Click on the name of the desired campaign.
In the campaign, you can preview email with View email.
You can also start with a blank campaign, by clicking on New campaign.
3. Make a copy.
Click Make a copy.
You can also copy campaigns without previewing first by using the ellipsis (…) to the right of the campaign name when selecting campaigns.
4. Set the campaign Title and Location(s).
Update or give the Campaign a title, select the Location(s) you wish to send it to, and click Continue. |  |
5. Select audience, then Continue.
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.
6. Verify the patient list, then click Continue.
Verify that the patient list is correct and click Continue.
7. Click + Add email message or click Edit.
Click +Add email message or click Edit. 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.
Click +Add text message if you would like to send both email and text. SMS messages are limited to 425 characters or fewer to ensure deliverability.
You may also View email or Send test from either the Build & send screen or within the Email builder.
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.
Edit and proofread it, 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.
11. Send or Schedule your Campaign.
Click Schedule (to send the campaign at a future date) or Send to send it immediately.
Add images
Increase a campaign's likelihood of success by using images to capture patients' attention and make it more visually engaging.
1. Select the Image icon in the editor.
Within the Email builder, select the Image icon.
2. 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. |  |
3. Click Save.
Images cannot be added to SMS campaigns due to carrier requirements.
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.
