Get started
Everything you need to know to get started using NexHealth.
23 articles
How do I log in to NexHealth?Log in to NexHealth with your email and password, or using a single sign-on process; then, choose your location.
How do I navigate within NexHealth? How do I access profile, account, and product settings?Use the sidebar, search bar, and get help icons to navigate within NexHealth.
How do I translate NexHealth for patients?Use NexHealth's multilingual translation support to communicate with patients in their preferred language.
How do I send paperwork to patients?NexHealth provides easy ways to email paperwork—through form requests and direct message attachments.
Onboarding
Resources to help you onboard to NexHealth
How do I make sure I'm ready to go live with NexHealth? How do I make for an easy transition to using NexHealth?Follow this go-live checklist to ensure your transition to NexHealth is smooth and patients receive a seamless experience.
How do I manage email and browser notifications in NexHealth?Customize your email and browser notification settings to stay informed about patient activity in NexHealth.
How do I add or update my logo or address in NexHealth?Add your logo, phone, and address to customize patient communications, campaigns, forms, and templates and provide accurate contact details.
How do I manage billing in NexHealth?Use the billing portal to pay invoices, update account information, and review payment history.
Patient management
Search, add, edit, and view patients
How do I look up patient activity history, messages, and appointments?Use the patient slide-out profile to see patient activity history, messages, and appointments.
How do I edit a patient's contact or personal information and their communications preferences?Edit patient contact info, personal details, and communication preferences from within NexHealth.
How do I create patient records? How do delete or archive patient records? How do I manage duplicate records?Add, delete, and archive non-synced patient records within NexHealth, but always work from your health record system first.
Users & security
Manage users and security settings
How do I add or delete users?Administrators can add new team members and remove old ones through the Manage Users settings.
How do I manage user permissions?Administrators can control which users can access specific features in NexHealth by assigning roles or custom permissions.
How do I use two-factor authentication (2FA) with NexHealth?Two-factor authentication (2FA) adds an extra layer of security to your NexHealth login. 2FA is required to use NexHealth.
Synchronizer
Information about installing and troubleshooting the NexHealth Synchronizer.
How do I connect NexHealth to my server-based health record system?Get help understanding the NexHealth Synchronizer for server-based, or on-prem, health record systems.
How do I connect NexHealth to my web-based health record system? How do I download the NexHealth Chrome extension?Get help understanding the NexHealth Synchronizer for cloud-based health record systems and install the Chrome extension.
Apps
Use NexHealth on iPhone, iPad, and Desktop.
Can I use an iPhone to check messages and appointments on-the-go?The iPhone app features patient messaging and your schedule.
Can I turn my iPad into an in-office kiosk for forms and appointments? Which iPad should I use for the NexHealth app?Learn how patients can check in for their appointments and complete forms from an iPad, along with hardware recommendations.
How do I use my iPad kiosk for patient forms or treatment plans?Once your iPad is in kiosk mode, choose patients from your schedule and have them fill in forms or sign documents directly on the iPad.
Download the NexHealth desktop appGet NexHealth on your desktop