Getting started guide for staff

Account access & login

Get started with your NextPatient account and troubleshoot common login issues.

• Log in to NextPatient for the first time
• Log in with two-factor authentication (2FA)
• Unlock a locked account

Appointment management

View upcoming appointments, manage patient activity, and navigate your practice's schedule.

• Today's Patients overview
• Schedule tab overview
• Add or remove a patient from the waitlist

Patient communications

Learn how to communicate with patients, manage conversations, and send important updates.

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

Payments

If your practice uses NextPatient's payment features, learn how to process payments using saved payment information.

• Charge a card on file in Stripe

Reporting

Access reports to review appointment activity, reminders, and other practice information.

• Report types and how to download them

Need additional help?

For more detailed instructions and troubleshooting resources, peruse our NextPatient Knowledge Base.

If you have questions about your account or need assistance with a feature, please contact your practice administrator, your Customer Success Manager, or email help@nextpatient.co.