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NexHealth Support

How do I navigate in NexHealth?
Why do I have a lock icon in my navigation?
How do I use the Patient Activity Feed?
What are the stats on my Home page?
How do I use NexHealth Home?
How do I add an attachment to my message?
How do I use the Messages archive?
How do I clear message notifications?
What’s new in NexHealth Messaging?
What is medical alert pre-filling?
How does NexHealth pre-fill Medical Alerts?
How much does it cost to use NexHealth Payments?
How do I automate payment reminders?
How do I let patients pay on my website?
Where can I find answers to other frequently asked questions about Payments?
How do I send a Batch Payment request to multiple patients?
Recommendations for Setting Up iPads
How do I add patients to my health record system's ASAP list?
How do I view a patient's completed forms?
What are the best practices for sending SMS Campaigns?
What does the patient payment experience look like?
How do I turn on Chrome Notifications?
How do I manage staff access to features?
How do I copy forms to another location?
Can I send messages to my patients in Spanish?
How do I view conversations with patients?
How do I setup the New Patient Template?
How do I set up Appointment Journeys?
How do I add a booking link to my Google Business page?
How do I use a CSV to send a campaign?
What hours do automated messages send to patients?
How do I move the NexHealth Synchronizer installer to the C:Drive?
How do I set up two-factor authentication?
How to cancel my previous service?
What do I need to do if I'm updating my Health Record System?
How do I set up NexHealth Payments?
How do I prepare for my kickoff call?
How do I use Google Tag Manager for advanced analytics tracking?
How do I create patient forms?
How do I adjust the forms default due date?
Which forms are available in Spanish?
How do I add a Holiday or block off Online Booking?
What triggers each email template?
How do I set up Smart Commands?
How do I add emojis to messages?
How do I use email for my patient communications?
How do I use the Reminder Templates?
How do I opt a patient out of reminders?
How do I refund a patient payment?
How do I request a payment from a single patient?
What are Appointment Journeys?
How do I change a patient's phone number?
How do I setup the recall template?
How do I send forms to patients?
How do I include forms in reminders?
How do I know which patient phone number will receive communications?
How do I add a patient's preferred name in NexHealth?
How do I send treatment plans on the iPad?
How do I make my own edits to Forms?
How to upload my existing patient forms?
How do I use patient Forms on the iPad?
How do I restart Enlive?
How do I request a form edit?
How do I pay my invoice?
Why do I need to complete SMS Registration?
FAQs For Cloud-Based Health Record Systems
How do I get onboarded with NexHealth
How do I customize Online Booking?
How do I change my notification settings?
How do I put Online Booking on my website and social media?
How do I use Online Booking?
How do I schedule a Campaign?
How do I use the Review Template?
How do I download or update the Enlive app?
How do I update my billing information?
What do I need to do if I'm migrating my server?
How do I add new locations?
How do I upload/change the office logo?
How do I add/remove new users?
How do I filter campaigns?
How do I send a campaign?
How do I download the Chrome Extension?
How do I remind a patient to complete their forms?
How do I temporarily turn off a Template in NexHealth?
What is the NexHealth Waitlist?
How do I filter my Waitlist by Appointment Type?
How can I add a picture to a Campaign?
What is 1-Click Booking?
How do I access NexHealth Analytics?
How do I use Messaging?
Does NexHealth have templated forms?
How do I add a patient profile?
How do I turn on templates?
FAQs For On-Premises Health Record Systems
How do I limit how often a patient receives review requests?
How to send specialized messages for extractions
How do I require patients to enter a credit card to hold an appointment?
How do I re-use Campaigns?
How do I set up the Reminder Templates?
How do I mark messages as unread?
NexHealth Help Center
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Setup
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How do I get onboarded with NexHealth

How do I get onboarded with NexHealth

Your onboarding experience will include:

  • Kickoff call
    • Learning more about your practice, your goals, and what you’re excited for 
    • Installing the Synchronizer
    • Logging into NexHealth for the first time
  • Customization
    • Your onboarding manager will help you customize every setting to help you accomplish your goals and ensure you get the most out of NexHealth 
  • Staff training
    • Your onboarding manager will walk the team through the day-to-day workflow with NexHealth
    • We’ll answer questions
    • We’ll send curated resources to ensure the team feels confident 


Ready to get started? If you have not scheduled your kickoff, please reach out to us at [email protected] and we will pair you with an onboarding manager.