NexHealth recognizes patients who are active in your health record system, as well as records marked as non-patients (as in the case of a parent or guarantor). Active patients are eligible to receive automated communications such as reminders. NexHealth will not send messages to patients marked as inactive.
For use with all NexHealth products.
Overview
Find a patient slide-out profile
Any time you see a patient’s name, you can click on it to bring up the patient’s slide-out profile.
Use the global search bar.
You can use the global search bar in the top-left of the screen. |  |
Use the Patients view.
Access the Patients view from the left sidebar.
Click on the patient’s name from the Home screen or any other product.
Whether you’re in the Home screen, Payments, Forms, Scheduling, or any other product, just click on a patient’s name to see their slide-out.
Navigate a patient slide-out profile.
From the patient slide-out profile, you can view a patient's NexHealth activity and take action. |  |
The Actions dropdown
In the top right, you’ll see the Actions dropdown. Click the down arrow to access the following options.
Manage the patient’s communication preferences and opt them out or into texts and emails for specific communications
Slide-out quick actions
The upper half of the slide-out has some high-level action alerts and prompts. You can click the down arrow for more actions under each section.
View verification status and manually verify insurance
Outstanding Forms requests
Activity feed
At the bottom of the slide-out, you’ll see 3 different feeds.
Use History to view the history of all NexHealth actions (forms received, messages sent, etc.).
Use Messages to view and send text messages
Use Appointments to view past and upcoming appointments
You can use Filter by to filter what you see.