For use with NexHealth Scheduling, Payments, and Verification.
Overview
Add custom fields the online booking form
The online booking form captures patient information as they book online. We recommend keeping it as brief as possible, but it is possible to add additional fields.
1. Navigate to the gear icon and select Settings.
The gear icon is in the top right. |  |
2. Choose Online booking form from the menu on the left.
The Default form fields (First and last Name, email, phone number, zip code, legal sex, and date of birth) cannot be customized or removed. NexHealth uses this info to match the patient booking online as a new patient or existing patient.
3. Click on + Add a form field.
You’ll see a list of options.
Payment form option is only available to customers using NexHealth Payments. Reach out to our team to learn more about Payments. This option will allow you to capture a credit card on file to charge in the event of a no-show or cancellation.
4. Select a field.
Click on a field type which you wish to add.
5. Enter field Label and which patients to display to.
You can label the field anything you like. A dropdown Show to patients lets you select whether to show this field to All patients, Existing patients only, or New patients only.
Note fields will also require you to enter the note text. Multi-select and Single select fields will also ask you to enter the options for these fields.
6. Check whether to require the item and/or Add to all locations.
Use checkboxes to require the item or add it to the booking form for all locations.
7. Drag and drop fields to reorder.
Drag and drop fields to reorder them using the grab bars (six dots) on the left side of the field.
8. Click Preview online booking.
Preview the online booking form using the Preview online booking button. This will show you what the patient will see when booking.
Request insurance information in online booking
In Settings, you can customize your online booking form to ask for Insurance information.
If you have Verification, we strongly recommend using the integrated Dental Insurance Verification Form to collect insurance information. Reach out to our team to learn more about Verification.
You can easily send the form via your reminders through Smart Form automation and have the patient's insurance automatically verified once they complete the form.
Automatic verification is not yet available from the information provided on the online booking form, and we find that patients are more likely to not complete a booking if there are too many steps. Simplify insurance verification for you, and make online booking even easier for your patients!
1. Navigate to the gear icon and select Settings.
The gear icon is in the top right. | |
2. Click on Insurance under the Scheduling options.
Use the sidebar on the left.
3. Toggle on Ask for insurance.
A green toggle will indicate that this setting is on.
4. Click on +Add insurance.
This will bring up a new screen.
5. Type in insurers and click Add, or Upload CSV.
You may add multiple insurers at once. You may also copy these settings to all locations. |  |
You may also use Copy in the main Insurance screen to copy these insurers to all locations.
6. Click Save.
Patients' insurance information will appear in the details of the appointment in the NexHealth Activity feed and on the patient profile. |  |
7. Remove insurers from your list using the trash icon.
