IntegrationWorkforce Wave + NexHealth

Voice agents that schedule, verify, and recall — connected to NexHealth.

WFW connects directly to NexHealth's API. Patients self-schedule by phone, get eligibility answers during the call, and receive automated recall outreach — all driven by live NexHealth data.

No after-hours voicemail black hole. No manual recall lists. Every action writes back to NexHealth automatically. HIPAA BAA included.

Live Data Flow — Inbound Scheduling Call

WFWCaller ID matched to NexHealth patient record
NexHealthReturns patient history, insurance, recall-due status
NexHealthEligibility check → active coverage confirmed
Agent"Your cleaning is covered. Dr. Park has Tuesday at 2pm — want that?"
NexHealthAppointment created → confirmation sent to patient

HIPAA Business Associate Agreement included

PHI never stored in WFW. All patient data handled exclusively via the secure NexHealth API.

Capabilities

What this integration enables.

Three concrete patient engagement capabilities unlocked by connecting WFW to NexHealth.

Live Data

Phone-Based Appointment Self-Scheduling

When a patient calls to book an appointment, the agent queries NexHealth for available slots by provider and service type. The patient selects a time, and WFW creates the appointment in NexHealth via the API — no front-desk staff required.

Live Data

Eligibility Verification Before Booking

Before creating an appointment, the agent triggers an eligibility check through NexHealth's insurance verification flow. Patients are informed of their coverage status during the call — reducing no-shows from insurance surprises.

Live Data

Recall Outreach for Overdue Patients

WFW queries NexHealth for patients who are past their recall threshold and initiates outbound calls automatically. Each call surfaces the patient's last visit date and next recommended service — pulled from NexHealth in real time.

Data Flow

How it works.

What moves between WFW and NexHealth on every patient call.

1

Patient identified on inbound call

Caller ID or spoken name and DOB is matched to a NexHealth patient record. The agent now has access to the patient's appointment history, provider preferences, and insurance status within the call context.

2

Eligibility check runs before scheduling

WFW calls NexHealth's eligibility verification endpoint with the patient's insurance on file. The result — active, inactive, or needs verification — is spoken to the patient before the appointment is offered.

3

Appointment created in NexHealth

When the patient confirms a slot, WFW writes the appointment to NexHealth via POST /appointments. The patient receives NexHealth's standard confirmation message through their preferred channel.

4

Extraction data available for review

GET /v2/calls/{id}/extractions returns the confirmed appointment details, patient intent, and any extracted PHI-adjacent fields from the call — ready for staff review or downstream workflow triggers.

Use Cases

Before and after.

Real patient engagement workflows transformed by the NexHealth + WFW integration.

Appointment Self-Scheduling

Before

Front-desk staff fielding scheduling calls between 8am–5pm. Patients who call after hours leave voicemails that are returned the next business day.

After

WFW answers 24/7, checks NexHealth availability in real time, and books the appointment before the patient hangs up. After-hours calls convert instead of bouncing.

Eligibility + Benefits Verification

Before

Staff manually verifying insurance for the next day's schedule — a 20-30 minute daily task that still produces day-of surprises for patients.

After

Patients hear their eligibility status during the scheduling call itself. Insurance issues surface before the appointment is created, not at check-in.

Recall Outreach

Before

Recall lists worked manually by staff who rotate through patients between other tasks — inconsistent timing, variable follow-through.

After

WFW monitors recall-due dates in NexHealth and calls automatically. Patients with overdue cleanings or follow-ups are reached at the right time, every time.

Technical Details

Integration specifications.

Connection method, auth, data fields, and HIPAA handling for your compliance and IT teams.

Connection methodNexHealth API — REST over HTTPS
Auth methodNexHealth API key + institution ID, stored encrypted in WFW vault
Data pulled from NexHealthPatient name, DOB, appointment history, insurance status, recall-due date, provider preferences
Data written to NexHealthNew appointment records, appointment status updates, recall completion flags
Avg API round-trip150–250ms — within real-time voice conversation tolerances
PHI handlingNever stored in WFW. Held in memory for call duration only. HIPAA BAA required.

API Endpoints

The WFW endpoints this integration enables.

These /v2/ endpoints become available once NexHealth is connected. Trigger recall calls, pull confirmed booking data, and monitor patient engagement campaigns via the WFW REST API.

Full API Reference →

Available Endpoints

POST/v2/calls/initiate

Trigger an outbound recall call for a NexHealth patient

GET/v2/calls/{id}/extractions

Retrieve extracted patient intent and confirmed appointment data

GET/v2/agents/{id}

Check agent health and NexHealth connection status

Setup

Connect NexHealth in three steps.

No middleware required. Credentials entered once, HIPAA BAA signed, integration live.

1

Add NexHealth credentials

Enter your NexHealth API key and institution ID in WFW admin under Integrations → NexHealth. Credentials are encrypted and stored in the WFW vault.

2

Sign the HIPAA BAA

WFW generates a Business Associate Agreement covering PHI handling for this integration. E-sign in the admin portal in under 2 minutes.

3

Enable on your agent

Toggle NexHealth active on your agent's integration settings. All inbound calls will resolve patient data from NexHealth in real time from that point forward.

Get Started

Connect NexHealth to your voice agents.

24/7 scheduling, eligibility verification, and recall outreach — all powered by live NexHealth data. HIPAA BAA included. No middleware to maintain.

Connect NexHealth

Questions? Talk to our team →