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DNU How to set up Appointment Journeys

Customize the patient journey for each appointment type, creating an exceptional experience for every patient.

Updated over 2 months ago

NexHealth Appointment Journeys allows you to automate personalized communications for every patient journey. You can now send out appointment-specific pre-procedure instructions, forms based on different procedures or visit types, post-appointment messages with care instructions, and more.

For example, if a patient schedules a Wisdom Tooth removal, you might want them to receive different pre-appointment instructions in their appointment reminder, and send a post-appointment follow-up message with important symptoms to watch for.

NexHealth Appointment Journeys allows you to set up a Wisdom Tooth Appointment sequence that differentiates the messaging for such a patient. The patient can automatically receive specific forms around anesthesia, reminders about what drugs they can take before the procedure, and when they need to start fasting. After the procedure, they can receive instructions about foods they can and cannot eat, and symptoms that they should call the office about.

To set up an Appointment Journey:

Watch this video for an overview of the process:

‍Create the Appointment Type

Build the EHR map

Create the template sequence

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