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. 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. Click Edit providers.
Click on Edit providers in the top-right.
3. Edit providers’ Roles, Appointment types, and Custom insurance using Edit.
Within each provider, you can edit their Role, Appointment types, and Custom insurances. You can also upload an image of the provider.
Edit RoleSelecting Edit next to Role will allow you to identify the Provider’s Role (e.g. - Dentist, Hygienist…)
Edit Appointment typesSelect Edit next to Appointment types to change which appointment types the provider is available for via online booking. Check each type, and set the duration.
Edit custom insurancesSelect Edit next to Custom 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. Click on Edit schedule.
Within edit schedule, you can Manually create or edit availability slots or you can edit the appointment types for Synced availability slots.
3. Click any open time on the provider’s schedule to manually create availability slots.
Simply click anywhere 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 Repeat, and select Operatories 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. Edit a slot by clicking on the availability.
Clicking on manually-created slots will allow you to edit any information you entered when you created it.
For synced availability blocks, you can only change the appointment types available.
5. Toggle on Bookable online.
You can set each provider’s availability to be Bookable online. Make sure each provider is toggled to a green on setting if you want patients to be able to book them online.
Copy provider availability to another provider
You can copy availability from one provider to another.
Copy schedule will only copy manually-created availability blocks.
1. Click Copy schedule for the original provider.
You can click Copy schedule from either the Availability screen or from within that provider’s schedule via Edit schedule.
2. Select the new provider(s).
You can use the search bar or scroll to find the name of the provider(s) you wish to copy the original provider’s manually-created availability blocks to.
3. Select the room for procedures.
You can use the same rooms, or designate a new room.
4. Click Copy Schedule.
All manually-created availability blocks will copy over to the second provider’s schedule.