NexHealth Support

Easily send forms and collect the patient health information your practice needs automatically or manually. Streamline the patient experience and save time with secure, paperless forms.

NexHealth offers you several ways to ensure the right patients get the right forms at the right time.

1. Automatically, using smart form rules and Reminders
2. Automatically, via templates, such as the New Patient template, or with Appointment Journeys
3. Manually, for one-time requests using the Request forms button on the Forms tab (see below)

Here’s how to manually send forms to patients.

1. Navigate to Forms
2. Select Request forms

3. Search for the patient, and select the forms to send.

You can adjust the due date (the default is 7 days from today) and type a custom message if needed.

4. Click Send.

The patient will receive a text and an email with a link to complete the form(s) you have selected. A reminder will be send one day and one hour before the designated due date. Once completed, they will sync back to NexHealth, and automatically sync to your health record system (if enabled).

Form page explanation:

By default, you'll be on the Active requests tab. This section provides an overview of all outstanding form requests that have not yet been completed, or have been completed by not yet synced to your health record system.

Review Form Details: You can see every form that's been sent to a patient, the due date for that form, the status of the request, and a copy of the forms that were sent to them. Forms with a blue check mark are complete. Click on the form to view the actual form. Form statuses update at every step in the process, from the patient clicking the link, to viewing an individual form, all the way through completing the forms and syncing them into your EHR.

Sync Completed Forms: Once the patient has completed a form request, it will automatically sync back into your practice management system and be available for you in the patient file. If a sync fails, you have the option to manually sync it using the green Sync now button.

Form Notifications: When a patient completes their form, you'll get a notification in the Activity Feed as well as in the Forms tab and on the Patient profile.

Synced: The synced tab displays all form requests that have been completed and synced to the health record system.

Expired: The expired tab shows form requests whose due date has passed. To move an expired request to active so patients can complete the forms without having to send another request, click on the ellipsis (...) to the right of the request and select Move to active.

All: All provides a view of ALL form requests that have been sent. use the filters to narrow your search if you are trying to locate forms for a specific patient, time period, or due date.