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How do I navigate within NexHealth? How do I access profile, account, and product settings?

Use the sidebar, search bar, and get help icons to navigate within NexHealth.

Updated this week

For use with all NexHealth products.

Overview

Using the sidebar

The sidebar on the left side of your screen will be the primary way you navigate between products. It displays Home, Activity, Patients, and a list of NexHealth products.

Home Screen

On the NexHealth home page, you’ll see the appointments for a selected date, and alerts that provide an at-a-glance overview of actions you can take to ensure patients are ready for their appointments.

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.

You can also click on any patient name to pull up a slide-out view for that patient.

Activity Feed

The Activity feed displays a running account of everything happening in NexHealth including when patients book an appointment online, complete forms, respond to a review request, and more!

Patients

In the Patients sidebar, you can locate specific patients and their contact information, create new patients, and view archived patients.

Products

The rest of the side bar displays the names of NexHealth’s products. Click on each to navigate to that product.

A lock icon indicates a NexHealth product that you are not yet able to take advantage of. If you're curious, select the product and then click Request access and a Nexer will get in touch with you!‍

Other Navigational Tips

Patient Search Bar

The patient search bar is available on the top left of every NexHealth page, allowing you to search for and access a patient profile no matter where in the platform 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.

Get Help

The question mark in the bottom right corner is your quick access to chat support and help center resources.

Access Settings

Additional settings for configuring the NexHealth products and editing your profile are found under the gear icon in the upper-right corner.

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