Is Client 360 included in every Engage licence?

Yes. Client 360 is part of Engage core, which every Engage licence includes.

How does Engage handle duplicate records?

Engage finds likely duplicates by name, phone and email. Staff compare them, choose which value to keep for each field and merge, and all history moves to the record kept.

Can we import our existing client list?

Yes. Excel and CSV files are imported with column mapping and a preview, and each row flagged as a possible duplicate can be skipped, merged or created as new.

How is client data protected?

Phone numbers, emails and dates of birth are stored encrypted, and they are left out of the change history. Search works through secure lookups without decrypting the stored values.

Client 360

NextHealth Engage

Included in Engage core, with every licence

Client 360 is the centre of NextHealth Engage. One profile holds a patient's appointments, invoices, packages, memberships, loyalty points, wallet, referrals, family links, notes and photographs, with a timeline of everything that happened. Engage finds likely duplicates by name, phone and email and merges them field by field, moving all history to the record kept. Client lists are imported from spreadsheets with a preview, and phone numbers, emails and dates of birth are stored encrypted.

What it covers

One profile with appointments, invoices, packages and more
Timeline of every visit, payment and note
Duplicate finder with field by field merge
Family links for parents, children, spouses and guardians
Spreadsheet import with preview and duplicate checks

Why it is hard to do well

Two records for one patient means two half stories

Everything about a patient, on one profile

When client information is spread across a booking tool, a payment system and a spreadsheet, nobody sees the full relationship. NextHealth Engage keeps one profile per patient with everything the clinic knows about them.

On the profile

Appointments past and upcoming, invoices, packages and their remaining sessions, memberships, loyalty points, wallet credit, who referred them and their own referral link, family members, internal notes and before and after photographs, with a timeline of every change.

Duplicates and merging

Engage pairs records that look like the same person by name, phone or email. Staff compare them side by side, choose which value to keep for each field and merge. All history moves to the record kept, and the merged record is retained for the audit trail.

Families

Parents, children, spouses, guardians and siblings are linked in both directions, so a parent can book and receive messages for a child.

Importing and protecting data

Client lists are imported from Excel or CSV with column mapping, a preview and duplicate handling per row. Phone numbers, emails and dates of birth are encrypted, and search still works without decrypting them.

More in NXH Engage

12 more modules

Questions we get asked

: Yes. Client 360 is part of Engage core, which every Engage licence includes.
: Engage finds likely duplicates by name, phone and email. Staff compare them, choose which value to keep for each field and merge, and all history moves to the record kept.
: Yes. Excel and CSV files are imported with column mapping and a preview, and each row flagged as a possible duplicate can be skipped, merged or created as new.
: Phone numbers, emails and dates of birth are stored encrypted, and they are left out of the change history. Search works through secure lookups without decrypting the stored values.

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A working walkthrough of this module against your own facility profile, not a slide.

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