For use with NexHealth Forms
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: The patient has clicked the link but has not yet completed any forms.
In Progress: The patient has begun filling out forms and submitted at least one, but has not completed all of them.
Complete: The patient has completed and submitted all forms. A check mark to the left of the form means it is complete. Click the form name to view the completed form.
Navigate the forms page
You can see every form that's been sent to a patient, the expiration date, the specific template or user that sent the form, the status of the request, and a copy of the forms sent. Forms with a blue check mark are complete. Click the form name 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 by patient, time period, or due date.
Change form destination folders
Each form has a default destination folder where it syncs 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.
Resolve sync issues
By default, when you navigate to the Forms page, you begin on the Active requests tab. This tab shows outstanding form requests that have not yet been completed or synced to your health record system.
In most instances, completed forms automatically sync to the appropriate patient records. When exceptions occur, they appear in the Active tab with a sync status for you to individually resolve.
Forms that have already synced are marked with a cloud icon and a sync date — no action needed.
Resolve Sync now
If you have set your Sync Preferences in Form Settings to Manual (not recommended), Sync now will appear. Click the button to sync the form to your health record system.
To enable automatic syncing, go to Forms → Settings → Sync Preferences and select Automatic.
If you want to sync incomplete forms, you must use the Sync now button manually.
Resolve Assign & sync
This appears when NexHealth can't automatically match the completed form to a patient record. This can happen when a patient fills out a form from a public packet link, or when staff sends a form directly to a phone number or email address without selecting a patient chart first. If NexHealth needs 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.
Search for and select the correct patient. Their details will display once selected.
Alternatively, you can select Create new patient and fill in the fields if no matching patient exists for the form.
Your health record system is the source of truth for your patient list. Always 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 within minutes — add a patient there, then return to Forms.
3. Click Sync forms.
Click Sync forms to complete the sync process.
Resolve Sync failed
If a completed form fails to sync (for example, due to an outage with your health record system), it will appear here with a Sync failed button.
Click the button to re-attempt the sync.
If the problem persists, use Mark as synced to resolve it manually (see below).
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 health record system, use Mark as synced to update its status in NexHealth.
1. Click the ellipsis (…) and 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.
Upload the PDF of the signed form to the patient's record in your health record system.
3. Click the ellipsis (…) and 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 Syncing displayed. No action is needed.