Forms
NexHealth forms let you collect the information you need from patients at the right time.
16 articles
Form creation & editing
Create and edit forms and form fields.
How do I create a form? How do I digitize forms?Learn how to select or digitize forms to send to your patients. Forms can be created from templates or by uploading paper forms.
How do I add, remove, and edit the fields on a form?Use our form builder to customize our templated forms for your practice, or build forms from scratch.
Can I copy forms to other locations? Can I duplicate forms?Duplicate forms within a location or copy them across locations with just a few clicks.
Can I make form fields sync back from NexHealth to my health record system?Use the sync tab in the form component editor to sync fields back to your health record system.
Can I securely collect credit card information with NexHealth Forms?Use the credit card authorization form or add the payment method component to an existing form to securely collect payment information.
How do I delete or archive a form?If you find you no longer need a form, you can remove it from your view through archiving.
Form fill requests & completion
Send forms to patients to complete and track completion.
How do I manually send forms to patients? Can I send multiple forms at once?Send individual forms or form packets to be completed by patients.
How do I change form due dates? How do I reactivate an expired (past-due) form?Change due dates via Settings, and reactivate expired (past-due) forms in the Expired tab within Forms.
How do I send forms automatically?Smart form automation brings form requests, form reminders, and appointment reminders into the same sequence.
What do patients experience when they fill out forms with NexHealth?To complete forms, patients will verify their identity. After completion, they’ll end on a confirmation page.
Can I create public-facing form and packet links for my website?Use a URL link or an embedded button on your website to share NexHealth forms with patients.
How do I resolve sync statuses for active, completed forms? Where do forms sync to?In most instances, completed forms will automatically sync to the appropriate patient records. Here’s how to resolve sync issues.
Medical history forms
Health record system-specific guides
Integrated Medical History FormsNexHealth's integrated medical history form writes patients' medical alerts into your practice management system
Athena medical history formLearn how to automatically sync patients’ allergies, conditions and medications to the patient chart in Athena with the medical history form.
Cloud 9 medical history formLearn how to automatically sync patients’ allergies, conditions and medications to the patient chart in Cloud9 with the medical history form.
eCW medical history formLearn how to automatically sync patients’ allergies, conditions and medications to the patient chart in eCW with the medical history form.