For use with all NexHealth products
Overview
Create data export for custom data set
Create a data export that includes data tables from different areas of the platform. You can select from more than 120 data fields to create custom data exports.
1. Go to Gear icon → Analytics.
You can find this at the top right of NexHealth. |  |
2. Click Create data export.
3. Select Location(s), Table, and Time frame.
Select the Locations you’d like to export from. This is a multi-select list–you can add as many locations as you wish.
Choose the Table. This determines which data will appear on your report. For definitions, see Downloadable data sets below.
Select the Time frame and how you would like that time filtered, ex: created/updated during.
4. Click Generate preview.
Generate a preview to ensure the data you need will appear on your report.
5. Click Generate export.
If the data looks right, choose Generate export.
If you need to make changes, select New data export and return to step 2.
A link to download a CSV file will be sent to the email associated with your NexHealth user. You can then upload the CSV to your analytics tool of choice.
Note: Exports can take up to 30 minutes to arrive depending on the size of the data set.
Note: If you need messaging data or a patient's message history, please contact our support team for assistance. We do not currently have an export containing messages.
Downloadable data sets
Practice Overview sets
These sets will only give reports on information that is synced with or created in NexHealth.
Locations - a report about practice Locations
Displays the following for each location:
Location name
Street address, City, State, Zip code
Phone number, Fax number, Fax extension
Email (where patient replies are sent)
Latitude, Longitude
Creation date, Update timestamps
Time zone
Active/deactivated status
Operatories - a report on Operatories found within the selected location(s)
Displays the following for each operatory:
Name, Display name
Creation date, Update timestamps
Active/deactivated status
Patients - a report on Patient profiles within selected location(s)
Keep in mind that a single patient can have multiple profiles across multiple locations
Displays the following for each patient:
First, Middle, and Last name
Date of birth, Sex
Cell and home phone number(s), Email
Guarantor id, Primary insurance plan
Unsubscribe status - emails, Unsubscribe status - SMS
Created date, Update timestamps
Active/deactivated status
Providers - a report on providers within selected location(s)
Displays the following for each provider:
First, Middle, and Last name
Date of birth, Sex
Cell phone number, Email
NPI (used by Insurance Verification feature)
Created date, Update timestamps
Active/deactivated status
NexHealth Users - a report on NexHealth users with access to selected location(s)
Displays the following for each user:
First, Middle, and Last name
Cell phone number
Created date, Update timestamps
Active/deactivated status
Audit Logs - a report of the actions taken within NexHealth
Displays for each action:
Action
Time stamp
User name
Appointments Sets
These sets will only give reports on information that is synced with or created in NexHealth.
Appointments
Displays the following for all appointments within the timeframe and location(s):
Appointment ID, Appointment type ID (to match, export to Appointment Types table)
Patient ID
Provider ID, Operatory ID, Location ID
Created by ID
Start time/date, End time/date, Timezone
Notes
Referrer
Patient confirmed (using the confirmation button in Reminders), Patient confirmation timestamp
Confirmed (this could be by the patient themself or manually via the EHR), Confirmation timestamp
Cancelled status, Cancelled timestamp
Missed/no show status, Missed/no show timestamp
Checked in timestamp, Checked out timestamp
Is booked on NexHealth (true/false)
Is new patient (true/false)
Deleted status
Created at timestamp, Updated timestamp
Appointment types
If you have appointment type mapping configured, this list will also include appointments booked in the health record system
Displays the following for all appointment types:
ID, Appointment type name (as appears to patients)
Location
Minutes (duration)
Bookable online status (true/false)
Created at timestamp, Updated timestamp
Procedures
If you have appointment type mapping configured, this list will also include appointments booked in the health record system
Displays the following for all procedures:
Procedure ID
Patient ID, Location ID, Appointment ID
Procedure code, Description
Start date, End date
Status
Body site - tooth, Body site - surface
Fee - value, Fee - currency
Created at timestamp, Updated timestamp
Other sets
Financials/Payments
Displays the following for all payments processed using NexHealth:
Payment ID
Patient ID
Location ID
Amount, Currency
Paid on (date), Payment method (request link, web widget, manual)
Refunded (true/false)
Sync timestamp (if ledger sync is turned on)
Created at timestamp, Updated timestamp
Communications/Forms Requests
Displays the following for all form requests sent via NexHealth Forms.
Request ID
Patient ID
Location ID
Due date
Request status (Not started, complete, expired)
Sync status