NexHealth Support

1. Click on the gear icon in the upper right corner of NexHealth.

2. Select Analytics.

3. By default, you will be on the Export data tab.

4. Click on Create data export.

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5. Select the Locations you’d like to export from. This is a multi-select list–you can add as many locations as you need.

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6. Choose the Table. This determines which data will appear on your report. For definitions, see What data can I export?

7. Select the Time frame and how you would like that time filtered, ex: created/updated during.

8. Generate a preview first to ensure the data you need will appear on your report.

          a. If the data looks right, choose Generate export.

          b. If you need to make changes, select New data export and return to step 2.

9. A link to download a CSV file will be sent to the email associated with your NexHealth user. You can then upload the CSV to your analytics tool of choice.

          a. Please note: Exports can take up to 30 minutes to arrive depending on the size of the data set.

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Downloadable data sets include:

• Locations
  • Locations within NexHealth
    • Name
    • Street address
    • City
    • State
    • Zip code
    • Phone number
    • Fax number
    • Fax extension
    • Email (where patient replies are sent)
    • Latitude
    • Longitude
    • Creation date
    • Update timestamps
    • Time zone
    • Active/deactivated status
• Operatories
  • Operatories found within the selected locations
    • Name
    • Display name
    • Creation date
    • Update timestamps
    • Active/deactivated status
• Patients
  • Patient profiles found within the selected locations. Keep in mind that a single patient can have multiple profiles across multiple locations
    • First name
    • Middle name
    • Last name
    • Date of birth
    • Sex
    • Cell phone number
    • Home phone number
    • Email
    • Guarantor id
    • Primary insurance plan
    • Unsubscribe status - emails
    • Unsubscribe status - SMS
    • Created date
    • Update timestamps
    • Active/deactivated status
• Providers
  • Providers found within the selected locations and synced with NexHealth
    • First name
    • Middle name
    • Last name
    • Date of birth
    • Sex
    • Cell phone number
    • Email
    • NPI (used by Insurance Verification feature)
    • Created date
    • Update timestamps
    • Active/deactivated status
• NexHealth Users
  • NexHealth users with access to the selected locations
    • First name
    • Middle name
    • Last name
    • Cell phone number
    • Created date
    • Update timestamps
    • Active/deactivated status
• Audit Logs
  • A record of the actions taken within NexHealth, with time stamps and user names

Appointments

• Appointments
  • Appointments, including those scheduled by NexHealth and those synced from your health record system
    • Appointment ID
    • Appointment type ID (to match, export to Appointment Types table)
    • Patient ID
    • Provider ID
    • Operatory ID
    • Location ID
    • Created by ID
    • Start time/date
    • End time/date
    • Timezone
    • Notes
    • Referrer
    • Patient confirmed (using the confirmation button in Reminders)
    • Patient confirmation timestamp
    • Confirmed, this could be by the patient themself or manually via the EHR
    • Confirmation timestamp
    • Cancelled status
    • Cancelled timestamp
    • Missed/no show status
    • Missed/no show timestamp
    • Checked in timestamp
    • Checked out timestamp
    • Is booked on NexHealth (true/false)
    • Is new patient (true/false)
    • Deleted status
    • Created at timestamp
    • Updated timestamp
• Appointment types
  • Appointment types, as listed in NexHealth. If you have appointment type mapping configured, this list will also include appointments booked in the health record system
    • ID
    • Appointment type name (as appears to patients)
    • Location
    • Minutes (duration)
    • Bookable online status (true/false)
    • Created at timestamp
    • Updated timestamp
• Procedures
  • Procedures, as listed in NexHealth if they have been attached to your appointment types. If you have appointment type mapping configured, this list will also include appointments booked in the health record system
    • ID
    • Patient ID
    • Location ID
    • Appointment ID
    • Procedure code
    • Description
    • Start date
    • End date
    • Status
    • Body site - tooth
    • Body site - surface
    • Fee - value
    • Fee - currency
    • Created at timestamp
    • Updated timestamp

Financials

• Payments
  • Payments processed using NexHealth
    • Payment ID
    • Patient ID
    • Location ID
    • Amount
    • Currency
    • Paid on (date)
    • Payment method (request link, web widget, manual)
    • Refunded (true/false)
    • Sync timestamp (if ledger sync is turned on)
    • Created at timestamp
    • Updated timestamp

Communications

• Form Requests
  • Form requests sent to patients using NexHealth Forms
    • Request ID
    • Patient ID
    • Location ID
    • Due date
    • Request status (Not started, complete, expired)
    • Sync status

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