Edit default form due date
To ensure patients are completing 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. For manual form requests, this due date can be altered by following the steps below:
1. Navigate to the Gear icon.
2. Click on Settings.
3. Select Form configurations.
4. Set the due date as you wish by changing the number in the box, and then select the time from the drop-down.
Make an expired form request 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 actually necessary for the patient’s visit.
If a Form or Form Request has expired, you can reactivate it to allow the patients to reopen 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.
