For use with NexHealth Scheduling
Overview
Configure provider details
Setting up provider details configures the appointment types available to patients to schedule appointments with that provider.
NexHealth should automatically sync your providers from your health record system.
To add new providers within NexHealth, first add the provider to your health record system (EHR). Then, NexHealth will sync the new provider from your EHR.
If you don't see the right providers, please contact NexHealth support at [email protected].
1. Navigate to Online booking, then Availability.
Click Online booking in the left sidebar under Scheduling; then click Availability in the top-right.
2. Search for the Provider at the top.
Use the search bar, or scroll to find the provider.
You can toggle Set availability by operatory to set availability by operatory, rather than by provider. Changing this will change your online booking format, and will require you to setup your online booking again.
3. Edit providers’ Roles, Default appointment types, and Default insurances.
Within each provider, you can edit their Role, Appointment types, and Custom insurances. You can also upload an image of the provider by clicking on their profile picture.
Edit RoleSelecting the Provider's Role will open a dropdown to identify the Provider’s Role (e.g. - Dentist, Hygienist…)
Edit Appointment typesSelect Edit next to Default appointment types to change which appointment types the provider is available for via online booking. Check each type, and click Customize appointment durations to change durations.
Edit custom insurancesSelect Edit next to Default insurances to add individual custom insurances or to Upload CSV. | 
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Configure provider availability
Setting up provider availability configures the times available to patients to schedule appointments.
1. Navigate to Online booking, then Availability.
Click Online booking in the left sidebar under Scheduling; then click Availability in the top-right.
2. Edit availability slots with the edit icon.
Use the pencil and paper icon to edit an availability slot.
3. Select +Add time to manually create availability slots.
Click + Add Time on the provider’s schedule to manually create availability slots. You’ll then be able to edit the Date, Start and End times (be sure to specify AM or PM!), set the slot to Custom repeat, and select Operatory and Appointment types. |  |
NexHealth can also sync availability slots directly from a practice’s health record system, for a limited number of systems. This feature is only supported for eClinicalWorks, Open Dental, Orthotrac, Dentrix Enterprise, and Eaglesoft.
To edit the time of synced availability slots, change the slots within your health record system.
4. Toggle on Status to Active.
You can set each provider’s availability to be Active or Inactive. Make sure each provider is toggled to a green Active setting if you want patients to be able to book them online.
Duplicate availability within a provider
You can duplicate availability within a provider and then edit that slot to quickly create new slots.
1. Click Clone for the original availability slot.
Click the doubled sheet icon to Clone the original availability slot.
2. Edit the availability slot.
Change the day, time, appointment types, or any other value of the availability slot.
3. Click Save.
Save the availability slot for that provider.