Get started
Everything you need to know to get started using NexHealth.
19 articles
Navigate NexHealthLearn to navigate NexHealth
Onboarding
Resources to help you onboard to NexHealth
Prepare for your kickoff callWhat to do before your kickoff call with your onboarding manager
Go-live checklistThe Go-live checklist provides everything you need to know and do for each step of the onboarding journey.
SMS registrationRegister your business information to send texts from NexHealth.
Download the Chrome extensionFor some cloud-based health record systems, you will need to install the NexHealth Chrome extension.
Manage notificationsControl how and when NexHealth sends notifications
Billing managementUse the billing portal to pay invoices, update account information, and review payment history
Cancel your previous service with another vendorTo ensure patients don't receive duplicate communications, we have template drafts you can copy and send to your existing vendor.
Add or update your logo or addressAdd your logo to customize communications, campaigns, and forms
Patient management
Search, add, edit, and view patients
Manage patientsLearn how to search for and manage patient activity.
Add a new patient to NexHealth (non-sync customers only)Non-sync customers can manually add new patients to NexHealth.
Archive non-synced patientsKeep your patient lists clean by archiving patients that only exist in NexHealth
Best practices for rescheduling appointments in DentrixUse Dentrix's Pinboard button to move and reschedule appointments
Users & security
Manage users and security settings
Manage usersLearn how to add or remove users and manage user roles and permissions.
Set up two-factor authenticationAdd an extra layer of security to your NexHealth login by turning on two-factor authentication (2FA).
Login to NexHealth via SSOLearn how to set up SSO for your organization.
Support
How to get more help
Contact NexHealth supportGet in touch via chat, email, or phone
Locate your support IDYour support ID is a unique security code to ensure that only authorized users interact with the NexHealth Support team.
How to cancel NexHealthWe never like to see our customers leave, but we are always glad to assist when needed.