For use with NexHealth Forms
Overview
Click Sync now
Auto-sync completed forms
Click Assign and sync
Find the patient to assign to
Click Continue
Click the ellipsis (…), select Download PDF.
Manually post the form to your record system.
Click the ellipsis (…), select Mark as synced.
Change form destination folders
Each form has a default destination folder where it will sync in the patient chart. You can change the folder.
1. Edit the form you wish to modify.
Locate the form in the list in Forms → Manage forms.
2. Click the Edit pencil next to the current folder.
The current folder is listed in the right sidebar.
3. Select a folder from the dropdown, then Save.
Select your desired folder for syncing the form, then click Save.
Form completion statuses
Form statuses update at every step in the process, and display as follows:
Sent: Forms have been sent to the patient.
Viewed: Patient has clicked the link, but has not yet completed any forms.
In Progress: Patient has begun filling out forms and has submitted at least one form, but has not completed all of them.
Complete: Patient has completed and submitted all forms. A check mark to the left of the form means it is complete. Click on the form name to view the completed form.
Navigate the forms page
Form details: You can see every form that's been sent to a patient, the expiration date for that form, the specific template or user that sent the form, the status of the request, and a copy of the forms that were sent to them. Forms with a blue check mark are complete. Click on the form name itself to view the completed form.
All: All provides a view of ALL form requests that have been sent. Use the filters to narrow your search to locate forms for a specific patient, time period, or due date.
Resolve Sync Issues
By default, when you navigate to the Forms page, you begin on the Active requests tab. This section provides an overview of outstanding form requests that have not yet been completed or have not yet been synced to your health record system.
In most instances, completed forms will automatically sync to the appropriate patient records. When exceptions occur, they will need your attention and will appear in the Active tab with a sync status for you to individually resolve.
Forms which are synced do not require your attention and will be marked with a cloud and a sync date.
Resolve Sync now
Click Sync now
If you have turned your Sync Preferences in Form Settings to Manual (which is not recommended), Sync now will appear. Click the button to sync the transaction to your health record system.
Auto-sync completed forms
To toggle on Automatic syncing of completed forms, go to Forms → Settings → Sync Preferences and select Automatic.
Resolve Assign & sync
This typically shows up when patients fill out forms from public packet links. If we need you to confirm the correct patient to sync this form to, Assign and sync will appear.
1. Click Assign & sync.
Click Assign & sync, and you'll see the form details.
2. Find the patient to assign to.
You can then search for and select another patient. The details for the patient will be displayed once selected.
Alternatively, you can Create new patient and fill in the fields if there is no matching patient for the form.
Your health record system is the source of truth when it comes to your patient list. You should always attempt to manage patients (create, archive, make inactive, or remove duplicates) from there first.
NexHealth’s Synchronizer automatically updates your patient list from the health record system in minutes. So, to add a patient, add them to your health record system, then return to Forms.
3. Click Sync forms
Click Sync forms to complete the sync process.
Resolve Sync failed
If a completed form sync error ever occurs (for example, due to an outage with your health record system), you will see the completed form here with a Sync failed button.
Click the button to re-attempt the form sync.
If the problem persists, use the process for Mark as synced to resolve the issue.
If you see repeated sync failures, please contact support.
Mark as synced
If you have manually posted the form to the patient’s record in your electronic health record system, you will need to Mark as synced.
1. Click the ellipsis (…), select Download PDF.
Click the ellipsis to the right of the form, then select Download PDF from the menu. |  |
2. Manually post the form to your record system.
Manually upload the PDF of the signed form to the patient’s record in your health record system.
3. Click the ellipsis (…), select Mark as synced.
Click the ellipsis to the right of the form, then select Mark as synced from the menu.
Syncing
If a sync is currently in progress, you'll see a condition that tells you it's currently Syncing. No action is needed.