Front office
NextHealth Engage
NextHealth Engage
Included in Engage core
NXH Engage front office brings the clinic day into one shared view. The calendar offers times that fit the booking rules, while Today’s board follows patients from arrival through treatment to checkout. Reminders include confirmation and cancellation links, and the waitlist helps staff fill freed slots. Managers can review the day on one dashboard, giving reception and the wider team a common starting point for the appointments, arrivals and changes they need to manage throughout the day.
Follow the clinic day from booking to checkout
-
Step 1
Plan day
Review the calendar and available times
-
Step 2
Confirm
Use confirmation and cancellation links
-
Step 3
Welcome
Move arrivals onto Today’s board
-
Step 4
Follow visit
Track treatment through to checkout
What your team can do
- Offer appointment times that fit the clinic’s booking rules.
- Follow expected, waiting, treatment and checkout stages on Today’s board.
- Provide reminder links for appointment confirmation and cancellation.
- Use the waitlist to help fill freed appointment slots.
- Review the clinic day through the manager’s dashboard.
A changing clinic day needs one shared operational view.
Give reception a clearer view of the whole day
The clinic day changes as patients arrive, appointments move and time becomes available. Reception needs to understand both the schedule and the visits already under way.
Reminders and the channels they use
Reminders go out 24 hours and 2 hours before a visit, by WhatsApp template and by SMS. Both carry a confirm or cancel option: quick-reply buttons on WhatsApp once the clinic’s templates include them, and a signed link in the SMS. Each channel works only when the clinic has connected it: WhatsApp through its own WhatsApp Business account on the Meta Cloud API, and SMS through a gateway with a simple web interface. A client marked do not contact receives neither. Forms to sign go out with the day-before reminder.
What needs Point of sale
Front office is included in Engage core. Today’s board shows a completed visit in its checkout stage. Taking payment, issuing the invoice, applying offers and promotional codes, selling retail items and closing the till belong to the Billing and point of sale add-on, which is selected separately. See Point of sale.
Illustrative example: a Saturday morning at reception
This example uses synthetic data.
Reception opens the calendar for the day. Dalia Haddad, a made-up client, cancels her 11:00 appointment from the link in her reminder. Engage records the freed slot and matches it against the waitlist: Omar Yusuf asked for the same service on Saturdays between 10:00 and 13:00, so the desk is told. Reception sends him an offer by WhatsApp template and SMS that holds the slot for a limited time, with accept and decline options. He accepts and is booked straight into the slot. On arrival he moves from expected to waiting on Today’s board, then to treatment, and then to checkout.
Related NXH Engage modules
3 more modules
Common questions
-
Front office is included in Engage core, which comes with every Engage licence. Related billing, campaign or connection capabilities depend on the add-ons selected.
-
Today’s board follows expected patients through waiting, treatment and checkout, giving the front office a shared view of the visits being managed.
-
Yes. Reminders go out 24 hours and 2 hours before a visit by WhatsApp template and by SMS, each with a confirm or cancel option. A channel works only when the clinic has connected it: its own WhatsApp Business account through the Meta Cloud API, or an SMS gateway with a simple web interface. Clients marked do not contact receive neither.
-
Front office is included in Engage core. Taking payment through the till belongs to the Billing and point of sale add-on, which is selected separately.
-
When a future booking is cancelled or moved, Engage matches waiting clients whose service, practitioner, weekday and time window fit, oldest request first, and tells the desk. The desk books one straight in or sends an offer that holds the slot for a limited time. A branch can also let Engage offer to the top match automatically.
Not answered here? Contact the team
NXH Flow