For use with all NexHealth products.
Overview
Edit patient information
The Synchronizer reads patient information directly from your health record system and will sync any changes you make there in NexHealth.
Best practice is to use your health record system as the source of truth and make any edits to patient information there, but it is possible to edit patient information in NexHealth if needed.
Note: NexHealth reads patients without an appointment on a less immediate basis than those with an appointment. If you update the phone number or email for a patient who does not have an upcoming appointment on the schedule, it can take up to an hour for that information to sync to NexHealth.
1. Select Edit patient info from patient Actions.
From the patient’s slide-out profile, select Actions in the top-right corner, then Edit patient info. |  |
2. Edit the information as needed, and Save.
Edit the patient’s information. Any locked fields must be edited from within the patient’s record within your health record system. When finished, click Save.
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Update patient communication preferences
Some patients may prefer not to receive marketing emails, review requests, or even reminders for their appointments. NexHealth is flexible and built to accommodate all patients’ needs.
Patients always have the option to unsubscribe from email communications or STOP SMS communications on their own. If, however, you receive a request to stop sending a specific communication to a patient, it is easy to update their preferences in NexHealth.
1. Select Notification preferences from patient Actions.
From the dropdown menu in the patient slide-out profile, select Notification preferences. |  |
2. Toggle communications on or off.
Use the toggles at the top to turn off ALL communications for Email, SMS, or both.
You can make more specific adjustments to notifications settings by expanding the Appointment or Patient drawers to select specific communications. |  |
If you need to opt a patient out just one time for a specific appointment, use the toggles found in the ellipsis (...) to the right of the patient's name on NexHealth Home.
This will override the automation setup to send them the template in question without changing their preferences for future appointments.
