Search for patients
The patient search bar is available on the top left of every NexHealth page, allowing you to pull up a Patient Profile no matter where you are.
Search for patients by clicking the search bar and typing the first few letters of the patient's name, or click ctrl/cmd + k to open the search.
Monitor patient activity
Alerts on the NexHealth home page provide an at-a-glance overview of actions you can take to make sure patients are ready for their appointments.
There are two places to quickly view the actions patients need to complete: NexHealth Home, and the Patient Quick View.
The notifications next to patients’ names on the NexHealth home page alert you to missing information, upcoming appointments, or tasks that need attention — like incomplete forms or unverified insurance.
1. Click on a patient's name or use the patient search to open the patient quick view.
2. History contains all NexHealth activity and can be filtered to view the specific activity you're looking for.
3. Switch to Messages or Appointments to view only those activities, or use the Filter by dropdown to create a specific view.
Manage patient activity
From the patient quick view page, you can quickly view a patient's NexHealth activity and take action. See patients' contact and demographic information, get a quick review of their upcoming appointments and form progress, see their history with NexHealth, and communicate through messages and requests.
Actions available from the patient quick view page:
Manage the patient’s communication preferences and opt them out or into texts and emails for specific communications
View the history of all NexHealth actions (forms received, messages sent, etc.)
Send a form or payment request
Click Actions in the upper-right of the Patient Quick View.
Select Request forms or Collect payment.
Send a text message
Switch to the Messages tab and compose and send messages directly from there.
Edit patient information
The Synchronizer reads patient information directly from your health record system, and will update any changes you make in NexHealth.
Best practice is to use your health record system as the source of truth and make any edits to patient information there, but it is possible to edit patient information in NexHealth if needed.
To edit a patient's contact details in NexHealth:
1. Search for the patient in the top left search bar and open the patient profile.
2. Click Actions and then Edit patient info.
3. Edit the information as needed.
4. Click Save.
Update patient communication preferences
Some patients may prefer not to receive marketing emails, review requests, or even reminders for their appointments. NexHealth is flexible and built to accommodate all patients’ needs.
Patients always have the option to Unsubscribe from email communications or STOP SMS communications on their own. If, however, you receive a request to stop sending a specific communication to a patient, it is easy to update their preferences in NexHealth.
To update patient communication preferences:
1. Search for the patient’s NexHealth profile.
2. Click on Actions and select Communication preferences.
3. Use the toggles at the top to turn off ALL communications via Email or SMS.
4. Alternatively, expand the Appointment or Patient drawers to select specific communications.
If you need to opt a patient out just one-time for a specific appointment, use the toggles found in the ellipsis (...) to the right of the patient's name on NexHealth Home.
This will override the automation setup to send them the template in question without changing their preferences for future appointments.
