Set Up Digital Patient Intake with NexHealth

1. Go to your NexHealth dashboard (the URL is given during onboarding)
2. Log in with your credentials
3. Look for Intake Forms or Patient Experience in the left menu

What you should see: A dashboard with sections for Forms, Scheduling, Messaging, and Analytics.

NexHealth comes with a standard new patient form. Before customizing:

1. Click Intake Forms → view the default form
2. Preview it by clicking Preview or View as patient
3. Note what fields are included (demographics, medical history, insurance, HIPAA consent)

What you should see: A clean digital form that looks professional on both desktop and mobile.

1. Click Edit on the default form
2. Add any fields your practice requires that aren't included:

   • "How did you hear about us?" (drop-down)
   • "Referring dentist" (if applicable)
   • Emergency contact fields
3. Upload your practice logo: look for Branding or Practice Settings → upload logo file
4. Set your practice colors if the option is available
5. Click Save

This is the key step — forms go out automatically before appointments:

1. Click Automations or Form Reminders
2. Find New Patient Form settings
3. Set: Send form link [48 hours] before first appointment via [Text + Email]
4. Write your message text:

Hi [Patient Name], we're looking forward to seeing you at [Practice Name]! Please complete your new patient forms before your appointment — it only takes 5 minutes and saves time when you arrive: [Form Link]. See you [appointment date]!

1. Set a follow-up reminder: if form not completed 24 hours before appointment, send again
2. Click Save and Activate

What you should see: The automation shows as Active with the send schedule displayed.

1. Create a test appointment for yourself or a fake patient
2. Trigger the form manually (click Send Form from the patient record)
3. Complete the form on your phone from start to finish
4. Check that the data flows into Dentrix/Eaglesoft correctly

What you should see: All form fields appear populated in the patient's chart in your PMS.

Troubleshooting: If data isn't syncing, contact NexHealth support — the PMS integration may need a settings adjustment.

1. Check your NexHealth dashboard each morning
2. Look for new patients who haven't completed their form
3. Send a manual reminder or call them to let them know it's waiting