Edit default form due date
o ensure patients complete their forms on time, NexHealth form requests include a due date.
When sent automatically, the due date is set to the patient’s next appointment.
When sent manually, the due date defaults to the appointment date or a custom number of days after the form is sent (default: 7 days).
To change the default manual due date:
Click the Gear icon in the top-right corner.
Select Settings.
3. Select Form configurations.
4. Set the due date by changing the number in the box, and then select the time from the drop-down.
Make expired form requests active
Forms expire automatically to ensure data remains secure and relevant to the patient’s visit.
If a Form or Form Request has expired, you can reactivate it to allow the patients to access that form request and complete it or make changes.
To reactivate an expired Form:
1. Navigate to the Forms tab and select the Expired tab.
2. Locate the request to reactivate by searching for the patient in the Find a patient box.
3. Click the ellipses (…) to the right of the request.
4. Select Move to active, and adjust the due date.
5. The request appears under the Active tab and the patient can access the form(s) through the original link.
Delete forms
If you find you no longer need a form or form, you can remove them from your view.
*Note: Deleting a form removes it from your NexHealth account. If it is a form found in the NexHealth templates available via Manage forms --> New form --> Build, you can follow the steps here to re-add it to your account. However, if you have made any customizations to the form (adding or deleting fields), these are not recoverable.
Delete forms
Managing Patient Forms: Removing New Patient (NP) Forms
To stop sending New Patient (NP) forms, follow these steps:
Navigate to the Templates section within the NexHealth platform.
Select Save the Date and locate the New Patient template.
Remove the NP form from this section to stop it from being sent automatically. This process ensures that the New Patient Paperwork will no longer be sent to your patients automatically. For additional guidance, refer to instructional resources or support videos within the NexHealth Help Center.
Troubleshooting Issues With Sending Patient Paperwork
If you encounter problems sending patient forms, particularly after adding a patient in NexHealth, ensure the following:
Install and Run the NexHealth Synchronizer: Ensure the synchronizer is installed and actively running on your computer.
Log into NexHealth: Log into your NexHealth account before creating the patient profile.
Save the Patient Profile: Once the profile is created, open it and click the save button. This action connects the profile properly and enables the sending of forms. These steps help ensure that patient profiles are correctly configured to allow form transmission without issues.
To remove a form you no longer use:
1. Navigate to Forms from the NexHealth Home page.
2. Click on Manage Forms.
3. Right-click on the ellipsis to the right of the form and choose Delete.
Forms patient experience
When a patient receives a link to complete forms, either by text or email, they are first asked to verify their identity by entering their birthdate.
Then, they are presented with a button or link showing how many forms they need to complete.
Patients complete each form, with the option to go Back if needed.
Finally, when they are all finished, they end on a confirmation page indicating that they are all set.
Frequently Asked Questions (FAQ)
How do I block a dismissed patient from booking online?
You can archive dismissed patients to prevent them from booking. Archived patients are automatically removed from online booking matches.
Note: If your system is synced with your EHR, archive the patient in the EHR, not just in NexHealth.
Can dropdown answers in forms sync into the Health History notes?
Not directly. In Dentrix and similar systems, only standard fields like allergies, conditions, and medications sync into the health chart. Custom dropdowns appear in the PDF or intake summary but not in chart notes.
Can I show a dropdown only if the patient answers "Yes" to a question?
Yes! Use conditional logic:
Add a Yes/No question (e.g., “Do you have any conditions?”)
Drag in a Dropdown field below it
Set visibility to show only if the answer is “Yes”
Customize your dropdown options
Can I request that dropdown answers sync into the Health History?
Yes. Contact Support to submit a feature enhancement request.
How do I make sure patients complete all pages of a form?
Mark required fields throughout the form. This ensures the form cannot be submitted unless all key sections are complete.
Related Topics
Here are more resources to help with managing patient forms:
Setting Up the NexHealth Synchronizer
Customizing Patient Form Templates
Troubleshooting Form Delivery Failures
Building New Forms in NexHealth
Managing Form Configurations (Due Dates & Expirations)
How Patients Complete Forms (Form Experience Overview)
You can also find more tutorials and help videos in the NexHealth Help Center or contact support