We're excited to launch a comprehensive update to online booking that delivers two major improvements:
A completely redesigned booking experience
Enhanced patient type management that strengthens patient duplication prevention
If you are new to NexHealth, this feature is enabled for you automatically! When you set up your Appointment types for online booking, you will be prompted to select the patients you want to see each appointment type.
If you are an existing customer, you will see an in-app banner prompting you to Get started.
Click on Get started to walk through a step-by-step overview of how this feature works with instructions to set it up.
If you dismissed the banner and would like to set this up, navigate to the gear icon in the top right of NexHealth and choose Settings.
Then choose Appointment types from the left side menu.
This screen has been redesigned to give YOU the ability to choose which patients can see which appointments.
To separate the types of appointments New patients see vs the types of appointments Existing patients see, toggle on Separate appointment types by patient type.
Click Yes, separate appointment types to confirm the change.
Then, click on Bulk edit to manage which appointments should apply to which type of patient.
Select the radio button under New patients, Existing patients, or Both for each appointment type.
Click Continue to make your selections at additional locations (if applicable), or click Finish to save your selection.
Click Preview in online booking to see how the appointments will appear for your patients.
When a patient chooses Returning patient and enters their information into the online booking form, NexHealth will attempt to match the patient with an existing patient record.
If the information does not match (First and last name within 1 character, AND date of birth, AND email address or phone number), we will return an error message prompting the patient to correct their information.
This ensures that patients who already exist in your health record system are not automatically created as new patients when they make an error entering their information.