Edit default form due date
To ensure patients are completing their forms on time, NexHealth form requests include a due date. When sent automatically, form due dates are set to the patient's next appointment. When sent manually, via a form request, form due dates default to the appointment date, or can be edited to a specific number of days (7 days is the default setting).
Change the default manual due date by following the steps below:
1. Navigate to the Gear icon.
2. Click on 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 automatically expire to ensure the data in them is fresh and to keep patient data secure so it cannot be accessed beyond what is necessary for 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.
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.
