Getting started guide for admins and managers

Whether you're new to NextPatient or taking on additional responsibilities at your practice, this guide brings together helpful resources for managing appointments, providers, patient communications, and account settings.

Some features may vary depending on your practice's configuration, integrations, and enabled services.

Account access & user management

Get started with your account, manage user access, and troubleshoot common login issues.

• Log in to NextPatient for the first time
• Add a new user and set permissions (Admin access required)
• Log in with two-factor authentication (2FA)
• Unlock a locked account

Appointment management & online scheduling

Learn how to manage scheduled appointments and configure your practice's online booking experience.

• Today's Patients overview
• Schedule tab overview
• Set up visit reasons for online booking
• Control rescheduling and cancellation by appointment type
• Customize the booking confirmation email and Thank You page
• Add or remove a patient from the waitlist

Provider management

Add providers, manage their availability, and control which appointments patients can schedule with them.

• Add a new provider
• Add or update a provider photo
• Choose which appointment types each provider offers

Appointment reminders

Configure automated reminders to keep patients informed and help reduce missed appointments.

• Set up appointment reminder messages

Patient communications

Learn how to communicate with patients, manage incoming messages, and send updates to your patient population.

• Send a broadcast text to the day's patients
• Text patients from NextPatient
• Create texting teams and manage patient messages
• Create and use SMS templates
• Turn on alerts for new patient texts

Reputation Management

Collect patient feedback, build your online reputation, and monitor post-visit review activity.

• Set up and send post-visit surveys
• Review survey results and Google reviews

For additional guidance on customizing messages, connecting your Google Business Profile, and configuring email alerts, explore our Surveys & Reviews knowledge base.

Reporting & analytics

Use NextPatient's reporting tools to review appointment activity, patient communications, and other performance metrics.

• Report types and how to download them

Need additional help?

For other features and more detailed instructions, search our NextPatient Knowledge Base.

If you need assistance with your account configuration or have questions about your practice's workflow, please contact your Customer Success Manager or email help@nextpatient.co.