For use with all NexHealth products
Overview
Create data export for custom data set
Exports are available from the Analytics section of NexHealth and cover areas including appointments, patients, providers, financials, and more.
Note: Messaging data and patient message history are not available via export. Contact NexHealth support to request this data.
1. Go to Gear icon → Analytics in the top-right corner of NexHealth.
You can find this at the top right of NexHealth. |  |
2. Click Create data export.
3. Select Location(s), Table, and Time frame.
Location(s): Choose one or more locations to include in the export.
Table: Choose the data set you want. For definitions, see Downloadable data sets below.
Time frame: Choose a date range and filter type (e.g., created during, 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.
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 ID
Location name
Street address, City, State, Zip code
Phone number, Phone extension, 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:
Operatory ID
Name, Display name
Location ID
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:
Patient ID
First, Middle, and Last name
Date of birth, Sex
Cell, home, and work phone number(s), Email
Guarantor id, Primary insurance plan (the Guarantor ID will be another patient)
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:
Provider ID
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:
User ID
First, Middle, and Last name
Cell phone number
User email
Created date, Update timestamps
Location names
Active/deactivated status
Audit Logs - a report of the actions taken within NexHealth
Displays for each action:
Action ID
Location ID
Activity type
Owner ID
Owner type (depending on type, you can look up the Owner ID in Provider, User, or other tables to match to the Owner's name)
ID of "recipient" of the action (usually a patient)
Recipient type
Created and Updated timestamps
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
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:
Appointment type ID, Appointment type name (as appears to patients)
Location ID
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, Provider 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
Created at timestamp, Updated at timestamp
What this export does not include:
The name of the form or form packet associated with the request
A completion timestamp (only created/updated timestamps are available)
The ability to filter the export to only completed requests - all request statuses are returned, and you'll need to filter the resulting CSV yourself
If you need to identify which form or packet a request was for, this is not available via export. Contact NexHealth Support.
Frequently Asked Questions
Can I export data from multiple locations at once?
Yes. When selecting locations in step 3, you can choose multiple locations in the same export.
How do I find the name associated with an ID in a report?
When you download a NexHealth data export, some fields display an ID rather than a name — for example, a Location ID, Patient ID, Provider ID, Appointment ID, Operatory ID, User ID, or Owner ID.
To find the name that corresponds to any ID, download the matching data set. For example, to look up a Provider ID, download the Providers report and match the ID to the provider's name in that file.
How will I receive the export?
NexHealth sends a download link to the email address on your NexHealth account. The file is in CSV format.
Can I export patient message history?
Not via the self-serve export tool. Contact NexHealth support to request messaging data.
What if I need to change my selections after previewing?
Click New data export to start over and return to step 2.
How long does an export take?
Most exports arrive within a few minutes. Larger data sets may take up to 30 minutes.
Can I see how many patients completed a specific form packet?
There is no built-in report that shows a completion count by form or form packet. To see completed forms, go to Forms → All and filter by Status = Complete. This gives you a filtered list, but you'll need to manually count or export and process the data yourself. The Form Requests export does not include the form/packet name, so it cannot be used to count completions of a specific packet.
Can I export a list of patients who submitted a specific form?
Not directly. The Form Requests export includes request status but does not include the name of the form or packet that was submitted. To see which patients submitted a specific form, go to Forms → All, filter by Status = Complete, and review the list manually.
Does the Form Requests export include the name of the form?
No. The export includes Request ID, Patient ID, Location ID, due date, request status, and sync status - but not the form or form packet name.
Can I filter the Form Requests export to only show completed requests?
No. The export returns all form requests regardless of status. You can filter the resulting CSV by the Request status column after download.