Book a Demo
Book a Demo

NexHealth Support

Where do I find my Support ID?
How do I use the AI Campaigns Assistant?
How do I view a patient’s history?
How do I see patient information quickly?
Can patients pay over time using NexHealth Payments?
What payment methods can we accept with NexHealth Payments?
What are the Patient Alerts on my home page?
How do I troubleshoot my Reserve with Google integration?
How do I request access to Ledger Sync?
How do I request access to Ledger Sync?
What is NexHealth Payments with Ledger Sync?
How do I use a CSV to send a campaign?
How do I manage text messages when I have multiple locations?
How do I access pre-built campaigns?
How do I track my Campaign performance?
How do I purchase additional SMS credits for Campaigns?
How many text messages can I send using NexHealth Campaigns?
How do I search for a patient?
What is Patient 360?
How do I check my schedule on the go?
What is NexHealth’s Reserve with Google integration?
What happens if I do not have a Google Business profile?
How do I remove my Online Booking link from my Google Business Profile?
What is smart send?
How do I retrieve an expired Form?
How do I know when a message was not received?
What are Saved Responses and how do I use them?
What are A.I. Quick Replies?
What are Out-of-Office Replies?
How to set up Out-of-Office Replies
How to download the NexHealth iPad app and NexHealth Messaging app for iOS
New! Medical History Form for Cloud 9
New! Medical History Form for athena
New! Medical History Form for eCW
How do I customize a provider’s availability?
How can I report on payments received through NexHealth?
What happens to saved patient cards when NexHealth switches to its new payment processing partner?
How do I cancel a Waitlist request?
How do I create a booking link for multiple providers?
What is the Online Booking Form?
Syncing Public Forms & Packets in NexHealth
Get started with NexHealth Forms
Get started with NexHealth Online Booking
How do I register to continue using NexHealth Payments?
Get started with Payments
How do I install the NexHealth Desktop app?
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 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?
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?
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?
nexhealth team members
NexHealth Help Center
/
What’s new
/
How do I see patient information quickly?

How do I see patient information quickly?

The Patient Quick View puts the patient’s full history, including appointments and messages, in one place. Quick view can be accessed by clicking the patients’ name on the Home Page or from the Patients tab.


What you can see

Here, you can see the patient’s contact and demographic information, get a quick review of their upcoming appointments and form progress, and see their history with your practice’s NexHealth. 


Actions available on the page

  1. Send form requests
  2. Send payment requests 
  3. Edit patient information 
  4. Manage the patient’s communication preferences 
  5. Send a text message


To send a form or payment request 

  1. Drop down the actions button in the upper-right of the Patient Quick View. 
  2. Select Request forms or Request Payment.


How to send a text message from Quick View

  1. Toggle into Messages within Quick View