For use with all NexHealth products.
Overview
Edit a user's permissions
1. Go to Users in Settings.
Click the gear icon in NexHealth and select Manage users. |  |
Note: If you do not see the Manage Users tab, you are not an Administrator. Contact your office administrator or NexHealth Support if you believe this is a mistake.
2. In the user’s menu, select Edit user.
Click on the ellipsis (...) to the right of the user's name and select Edit user.
From this menu, you can also delete the user or resend their login invitation if needed.
3. Edit the user’s details.
The options are the same as if you were adding a new user.
Create or edit a role
Roles are collections of permissions that can be applied to multiple users (e.g., Front Office Staff, Regional Manager).
1. Go to Roles and permissions in Settings.
Go to NexHealth settings, then select Roles and permissions in the left-hand Settings sidebar. |  |
2. Click +New role or Edit an existing role.
You can either use +New Role from the top right or Edit an existing role.
3. Edit the role values, then Save.
You can assign or change the role name and select the permission level for each feature. Then, click Save.
Admin: Can use all feature functionality, and can see and update feature settings.
User: Can use the feature, but not view or change feature settings.
Viewer: Has view-only access to the feature.
None: Has no access to the feature.
Role permissions by feature
Click the arrow to open the list of permissions for each feature.
Location Management
Location Management
None: Cannot access location settings.
Viewer (View): No Viewer role
User (Edit): No User role
Admin (Manage): Can manage all location-specific settings, including logo, Synchronizer, Network restrictions
User Management
User Management
None: Cannot access user settings.
Viewer (View): No Viewer role
User (Edit): No User role
Admin (Manage): Can add new users, edit existing user permissions, edit roles, and deactivate users.
Patients
Patients
None: Can see patient Birthday, Contact Info, History events and Appointments.
Viewer (View): Can view patient History details.
User (Edit): Can view and edit patient information and notification preferences and can search and archive patients.
Admin (Manage): Can add and archive patients.
Templates
Templates
None: Cannot see or access Templates.
Admin (Manage): Can manage Templates configurations and Smart commands.
Payments
Payments
None: Cannot see or access Payments.
Viewer (View): Can view payment history and information in patient profiles, and can view Payments tabs and export reports.
User (Edit): Can use all actions related to payments, including Collect payment, Manage requests, various Sync actions, Mark as paid, and Refund payment.
Admin (Manage): Can manage Payments configurations, registrations, and enable Surcharge pricing.
Analytics
Analytics
None: Cannot see or access Analytics.
Viewer (View): Can view analytics dashboards and can create and download reports.
User (Edit): No User role
Admin (Manage): Can view all analytics dashboards and reports.
Messages
Messages
None: Cannot see or access Messages.
Viewer (View): Can view and filter conversations.
User (Edit): Can send messages, use saved responses, and attach files both from Messages and from patients’ profiles. Can Mark as unread or Archive messages.
Admin (Manage): Can edit and delete Saved responses and can edit Out-of-office reply settings.
Campaigns
Campaigns
None: Cannot see or access Campaigns.
Viewer (View): Can view existing campaigns and their performance and can download reports.
Admin (Manage): Can manage SMS registration and Smart Commands.
Waitlist
Waitlist
None: Cannot see or access the Waitlist.
Viewer (View): Can view active and completed waitlist requests.
User (Edit): May create, edit, and send waitlist requests.
Admin (Manage): Can toggle Waitlist Auto-syncing setting and toggle whether to redirect patients to online booking if waitlist slots are no longer available.
Online Booking
Online Booking
None: Cannot see or access Online Booking or change appointment status in the home screen.
Viewer (View): Can search and view appointments and can copy the basic booking link.
User (Edit): No User role
Admin (Manage): Can change appointment status. Has access to manage all booking settings, including provider availability, appointment types and insurance details. Can edit the online booking form and can edit and copy custom links. Can set up Reserve with Google.
Insurance Verification
Insurance Verification
None: Cannot see or access Insurance Verification.
Viewer (View): Can view current and historic verification request details, including patient insurance, Payer ID, and verification status.
User (Edit): Can change eligibility status, and verify eligibility on demand for patients. Can change the destination folder for Insurance Eligibility Reports and adjust sync preferences.
Admin (Manage): Can adjust Verification settings, including Blocked payers, Usage management, Verification Window, NPI & Tax ID, and Portal credentials.
Forms
Forms
None: Cannot see or access Forms.
Viewer (View): Can view, save & sync completed form requests, view active, synced, and expired form requests. Can view form templates and packets. Can download form templates.
User (Edit): Can archive and unarchive, mark as synced, and download PDF of completed forms. Can send Form requests.
Admin (Manage): Can create, archive, duplicate, translate*, and edit forms. Can create, edit, delete, and get links for packets. May copy forms and packets to other locations (which they have permissions for). Can change Smart rules for individual forms. Can adjust Forms Sync Preferences and Expiration dates.
* A note on Translations:
Users with Admin (Manage) access to edit Forms, and/or User (Edit) access to Campaigns, and/or Templates may add, remove, or edit translations for individual components. In order to bulk translate (or bulk remove translations), a user must have all of the following permissions:
Admin (Manage) access to Location Management
Admin (Manage) access to Forms, if you are a Forms customer
User (Edit) access to Campaigns, if you are a Campaigns customer
User (Edit) access to Templates, if you are a Templates customer
A Locations Admin will see the option for Translations, but will encounter an error message upon trying to bulk translate if they do not have the required permissions to edit all translatable pieces.