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NextHealth Engage

Keep the patient relationship moving

NXH Engage brings your clinic’s front office, client records, services and team schedule into one workspace. Add the tools you need for enquiries, online booking, payments, campaigns and retention, so commercial activity stays connected around each client.

How a patient moves through Engage

From the first enquiry to the next visit, every step lands on one patient timeline your front desk and marketing team share.

  1. Enquiry received WhatsApp messages in one shared inbox, once connected
  2. Lead qualified Owner and next action set
  3. Appointment booked Confirmed on the same call
  4. Attendance confirmed No-shows chased and refilled
  5. Visit attended Checked in at the front desk
  6. Feedback collected Unhappy answers routed

Patient retention

  1. Follow-up booked Raised as a task, then booked
  2. Returning patient Packages and referrals rewarded

Marketing insight

  1. Source attributed Review the recorded source of a booking
  2. Campaign targeted The right group, with consent
  3. Growth measured Enquiries to sales, by channel and campaign

A clearer view of each client

A booking is one part of the relationship.

  • The whole client

    Your team also needs the client’s details, treatment context, services and next steps.

  • Engage core

    Engage core brings front office, treatment and consent, Client 360, services and pricing, and team scheduling together.

  • Add-ons when you need them

    Add commercial tools where you need them, with a defined scope for each purchase.

Build around how your clinic grows

Keep the five core areas together, then choose from six add-ons covering leads, online booking, billing, campaigns and retention, commissions, and the Care connection. Explore each module to understand its role in your workflow.

Built for
Aesthetic, dermatology and dental clinics, wellness centres and clinic groups
Used by Front desk, call centre, practice managers and marketing teams
14
Modules

across 7 bands

1 of 14 modules

Front office

Run the clinic day from a shared calendar, Today’s board and manager dashboard. NXH Engage sends reminders with confirmation and cancellation links by WhatsApp template and SMS where the clinic has connected them, and a waitlist offers freed slots. Reception follows arrivals through treatment and checkout, with payment available through the separately selected Billing and point of sale add-on.

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Treatment and consent

Give practitioners a treatment room view with today’s patients, service forms and before and after photographs. NXH Engage supports versioned consent documents signed on a tablet or through a private link, and keeps the signed PDF with the signature evidence. The record keeps treatment documentation and consent together, separate from the clinical record in NXH Care.

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Client 360

Bring appointments, notes, photographs and family links into one client profile, alongside commercial records from the add-ons you select. NXH Engage supports duplicate review with field-by-field merging and spreadsheet import with a preview. Teams can find the context they need before answering a question, preparing a visit or reviewing the client relationship.

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Services and pricing

Define service duration, buffers, price, deposit, image and aftercare alongside the rooms and equipment required. NXH Engage lets groups share services while maintaining branch prices. The catalogue gives booking and front-office teams a consistent service definition, with a last-price threshold supporting the review of discounts below the defined amount for that service.

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Team scheduling

Set practitioner working hours, block leave and assign the service categories each person covers. NXH Engage uses that information in booking availability, while Tasks and My day show staff their daily work. Eligibility is a scheduling rule that the clinic maintains: it does not verify a licence or authorise treatment.

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Sales pipeline

Give enquiries owners, response deadlines and a defined route towards booking or sale. NXH Engage raises follow-up tasks within the pipeline and shows conversion by recorded channel and agent. WhatsApp enquiries arrive once the clinic connects its own account; web forms, phone calls and walk-ins are captured by form, import or entry by hand.

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Online booking

Offer branch booking and team pages that follow the same rules as your front desk. NXH Engage supports approval of online requests, deposits to hold slots and a widget, API and webhooks for your website. Review the patient’s booking journey alongside the branch schedule and its selected confirmation and payment arrangements.

Explore this module

Point of sale

Handle services, products and gift cards at checkout, with offers, VAT invoices and split payments. NXH Engage tracks retail stock by batch and reconciles tills at close. Cash, card terminal and stored value are recorded at the till, while online Stripe and Tabby payments need the clinic’s own provider account, connected to the deployment. Tax is set per branch, for the country it trades in.

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Packages and memberships

Keep package session counts, expiry dates and membership allowances visible around the client’s visits. NXH Engage reduces package balances as sessions are completed and supports membership renewals, gift cards and wallet credit. The front desk can review the available balance before checkout and explain the next transaction in the context of the purchased plan.

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Campaigns

Build campaign audiences from services received or packages held, then send now or schedule for later. NXH Engage checks marketing consent when the audience is built and again when sending, and records who was sent, skipped, delivered, read or replied. Leads and conversions are reviewed against the recorded source of each enquiry.

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Loyalty and referrals

Connect loyalty points with invoices and referral rewards with a friend’s paid first visit. NXH Engage supports spend-based earning tiers, checkout redemption, referral links and QR codes. The team can review how a reward arose and explain the available balance, with the related point-of-sale scope confirmed alongside the clinic’s retention programme.

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Reviews and feedback

Collect a post-visit rating, comment and an additional question chosen by the clinic. NXH Engage raises manager tasks for low scores and provides public review invitations. The module gives the team a structured feedback route, with concerns brought into follow-up work and the patient’s account kept alongside the rating for review.

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Commissions and payouts

Connect invoice-based commission with percentage, flat or tiered rules by service, category or practitioner. NXH Engage supports reviewed payout runs, approvals and adjustments, with statements and My earnings for practitioners. Marking a run paid records the clinic’s own payment and does not move money, and Engage does not run payroll.

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Care connect

Connect a branch with Care appointments, patient matching and payment against Care bills at the Engage till. A strong identifier match links a client to a Care patient, and a person confirms phone-only matches. Exchanges are signed and logged, and payments are retried if Care cannot be reached. The clinic agrees the Care, Engage and point-of-sale scope for its branch.

Explore this module

Details that keep commercial work connected

Explore these capabilities within Engage, with availability matched to the core and add-ons you select.

  • Online payments

    Offer Stripe and Tabby payments for clinics with an account, within the relevant payment workflow.

  • Signed consent

    Keep consent signed by the client connected with the treatment record your team uses.

  • Private clinical photos

    Keep private clinical photos within Engage to support the treatment context available to your team.

  • Gift cards

    Use gift cards and wallet capabilities within the relevant commercial workflows in your selected package.

  • Referral codes

    Use referral codes to support the referral activity your clinic manages through the relevant add-on.

  • Online booking tools

    Use the booking widget and API to connect online booking with your clinic’s workflow.

  • Spreadsheet import

    Bring existing information into Engage through spreadsheet import as part of setting up your records.

  • Review invitations

    Invite clients to leave reviews through the review invitation capability in the relevant Engage add-on.

  • Connected sign-in

    Sign in from Care into Engage without a second password when using the connected products.

One core, with add-ons for your workflow

Every Engage licence includes the core. Select add-ons separately for the commercial workflows your team needs.

  1. Engage core

    Front office, client records and scheduling

    5 modules included

    Includes

    • Front office
    • Treatment and consent
    • Client 360
    • Services and pricing
    • Team scheduling

    Add-ons: Sales pipeline, Online booking, Point of sale, Packages and memberships, Campaigns, Loyalty and referrals, Reviews and feedback, Commissions and payouts and Care connect.

Compare every module
One core, with add-ons for your workflow: what each plan includes
Module Engage core
Engage core
Front office Included in Engage core
Treatment and consent Included in Engage core
Client 360 Included in Engage core
Services and pricing Included in Engage core
Team scheduling Included in Engage core
Leads and pipeline
Sales pipeline Add-on
Online booking
Online booking Add-on
Billing and point of sale
Point of sale Add-on
Packages and memberships Add-on
Campaigns and retention
Campaigns Add-on
Loyalty and referrals Add-on
Reviews and feedback Add-on
Commissions and payouts
Commissions and payouts Add-on
Care connection
Care connect Add-on
What we solve

Example scenarios

Illustrative situations facilities bring to us, and how NXH Engage handles them. They are examples, not customer accounts.

  • Practice manager Aesthetic clinic

    Reception, treatment and scheduling teams each need a clear picture of the same client.

    Core front-office, treatment and scheduling work stays connected around the client record your team uses.

    Separate workspaces make simple questions harder to answer.

    Engage core includes front office, treatment and consent, Client 360, services and pricing, and team scheduling. These areas provide a common workspace for the information needed around the client’s visit.

  • Marketing manager Dermatology clinic

    Enquiries arrive before a clinical visit exists, but the team still needs to manage the relationship.

    The leads and pipeline add-on gives enquiry management a defined place within Engage.

    That early activity deserves its own workflow.

    The leads and pipeline add-on supports the commercial work before a booking. When Care connection is selected, an enquiry can become a registered patient in Care without retyping the details.

  • Clinic owner Dental clinic

    Patients need a route to book online, while staff still need to manage the visit.

    Online booking tools provide a connected route from your website into the clinic’s booking workflow.

    The booking step should connect with the clinic’s work.

    The online booking add-on provides a booking widget and API. These tools let the clinic offer online booking as part of its commercial workflow, alongside the core client and scheduling capabilities.

  • Front desk manager Wellness centre

    A client asks to use a package, gift card or wallet during their visit.

    Packages, memberships, gift cards and wallet capabilities support the commercial details around the visit.

    The desk needs the relevant commercial information together.

    Engage provides packages and memberships alongside gift card and wallet capabilities within its commercial scope. Review the relevant billing and retention add-ons to match how your clinic sells and manages these services.

  • Group manager Clinic group

    Clients move from commercial enquiries into clinical care, but staff should not create their details twice.

    Patient details carry from Engage into Care when the Care connection is in place.

    The handover needs a shared patient identity.

    The Care connection links the commercial and clinical products through the shared patient foundation. An enquiry can become a registered patient without retyping, and users can sign in from Care into Engage.

Common questions

  • NXH Engage is patient engagement and commercial workflow software for private clinics. It connects front office, client records, treatment and scheduling, with add-ons for acquisition, booking, payments, campaigns and other commercial work.

  • Every Engage licence includes front office, treatment and consent, Client 360, services and pricing, and team scheduling. These core areas provide the workspace for managing the client relationship around a visit.

  • Choose from six add-ons: leads and pipeline, online booking, billing and point of sale, campaigns and retention, commissions and payouts, and Care connection. Select the scope that matches your clinic’s workflow.

  • Online booking is available through the booking add-on, including a widget and API. Stripe and Tabby payments are available for clinics with an account. Review booking and payment scope together during your demonstration.

  • Yes. The Care connection links Engage with the clinical platform. An enquiry can become a registered patient without retyping, and users can sign in from Care into Engage without a second password.

  • Engage supports spreadsheet import. Bring a representative sample of your current records to the implementation discussion so the team can assess the fields and preparation required for your data.

Not answered here? Contact the team

Our clients

See every client

Bone Care One Day Surgery Center

See the relationship around each visit

Bring your enquiry, booking and follow-up process. We will show where Engage core and its add-ons fit your clinic.