For use with NexHealth Forms.
Overview
Syncing fields back to your health record system
Designate fields to sync back to your health record system.
This feature is only available to sync customers. If you’d like to be able to sync between your health record system and NexHealth, please contact support.
1. Select the field to sync.
First, navigate to Forms → Manage Forms. Select the form you want to edit, or select New form → Build.
2. Open the component editor.
Hover over the right corner of the element you want to edit. This makes the component menu appear. Click on the gear icon to open the component editor.
3. Click the Sync tab.
4. Select target field from the dropdown menu.
The dropdown field will contain all eligible fields to sync the component back to, limited by format and available fields (e.g. text will not be able to write to birthdate). When patients enter that data into the form, it will automatically update the corresponding field in your practice management system.Select the field you’d like to sync to. |  |
5. Click Save.
If you wish to use a form component or text field and do NOT want it to write back to the practice management system, select Field not mapped to Health Record System.
FAQs about field syncing
Can I request that dropdown answers sync into the Health History?
Yes.
Can dropdown answers in forms sync into the Health History notes?
Not directly. In Dentrix and similar systems, only standard fields like allergies, conditions, and medications sync into the health chart. Custom dropdowns appear in the PDF or intake summary but not in chart notes. You can request this functionality by submitting a feature enhancement request.
Where do forms synced from the Reminders template end up in the health record system?
Forms synced into your health record system via form automation rules work the same way as any of our other forms do. You can direct each form to a specific folder, and every field we support will continue to populate the corresponding field in your practice management system. This includes patient names, addresses, medical alerts, etc.
When patients update information on forms sent via form automation, does NexHealth overwrite existing information in the practice management system or add to it?
NexHealth will overwrite data from synced forms into the fields that we support (patient name, address, email, DOB, and phone #).