Overview
Need to send patient forms or documents via email? NexHealth provides two easy ways to email paperwork—through form requests and direct message attachments. This article walks you through both methods.
Option 1: Manually Send Forms via Email & Text
NexHealth’s Forms feature allows you to send digital paperwork directly to patients with just a few clicks.
Steps:
Go to the Forms tab in your NexHealth dashboard.
Click “Request Forms” at the top right.
Search for the patient by name or phone number.
Select the form(s) you want to send (e.g., New Patient Registration, Medical History).
Adjust the due date if needed.
(Optional) Add a custom message for the patient.
Click “Send”.
The patient will receive a text and email containing a secure link to complete the forms.
Option 2: Attach Documents to a Message
If you need to send PDFs, instructions, or non-form documents:
Go to the Messages tab.
Click Compose Message and choose the patient.
Click the paperclip icon to attach a document.
Upload your file (e.g., insurance guide, consent form).
Type your message and click Send.
Note: This method is best for non-interactive documents. For fillable forms, use the Forms tab.