For use with NexHealth Templates, Communications, Scheduling, Forms, and Payments.
Overview
Accessing the Template automation history
Accessing the Template automation history
You can see the automation history of each Template within NexHealth. This means that you can access the list of patients who have received recall reminders, review requests, appointment reminders, payment requests, and more.
1. Go to Templates.
You can find Templates in the left navigation sidebar.
2. Select a Template.
You can read a full list of available templates.
3. Select a specific sequence to view.
Many (but not all) Templates are separated out into different sequences based on Appointment type.
4. Select History.
Once here, you can view a list of patients who have received the automated communication, you can search by specific recipient, and you can filter by date.
