For use with NexHealth Forms and Messages.
Overview
Manually Send Forms via Email & Text
NexHealth’s Forms feature allows you to send digital paperwork directly to patients with just a few clicks.
1. Go to Forms → Request Forms.
Click Request Forms at the top right of the Forms section.
2. Search for the patient and form(s) to send.
Search for the patient by name or phone number, and search for Forms or quick-add suggested Forms (e.g., New Patient Registration, Medical History). |  |
3. Adjust the due date if needed.
Use the pencil icon to the right of the due date.
4. (Optional) Add a custom message for the patient.
Toggle on the switch to the right of Customize message, then fill in the message(s).
5. Click Send.
The patient will receive a text and email containing a secure link to complete the forms.
Attach Documents to a Message
If you need to send PDFs, instructions, or non-form documents:
Note: This method is best for non-interactive documents. For fillable forms, use the Forms tab.
1. Go to Messages.
Navigate from the left sidebar.
2. Find the Patient to send to.
Click Start new message, then search for the patient; or search for the patient directly from the top of the messages list.
3. Click the paperclip icon to attach a document.
4. Upload your file.
(e.g., insurance guide, consent form).
5. Type your message and click Send.
Use the green paper airplane icon to the right to Send.