How to Connect Nextech

This guide walks you through connecting your Nextech account to MySurgeryQuote.

Unlike ModMed and DrChrono, Nextech does not use an OAuth login popup. Instead it uses SMART Backend Services (System) authentication, a server-to-server flow that connects without anyone logging in or being redirected. Setup is a one-time key exchange between your practice, Nextech, and MySurgeryQuote.

Before You Begin

You’ll need:

  • Admin or Organization Admin role in MySurgeryQuote
  • An active Nextech account
  • The ability to request a System (SMART Backend Services) app from Nextech

Step 1: Request a Nextech System App

Contact Nextech and request a System (SMART Backend Services) app for integrating with MySurgeryQuote. This is the application Nextech uses to grant MySurgeryQuote system-level access to your charts.

Step 2: Give Nextech Your JWK Set URL and Key ID

  1. In MySurgeryQuote, go to Admin → EMR Integration
  2. Select Nextech as your EMR provider
  3. Copy the JWK Set URL and the Key ID shown on the screen
  4. Send both values to Nextech so they can register your public key

These values let Nextech verify MySurgeryQuote’s signed requests without ever sharing a password.

Step 3: Nextech Registers the Key and Returns a Client ID

Nextech will:

  • Register the public key from your JWK Set URL
  • Grant the system scopes MySurgeryQuote needs to read patients and write documents
  • Provide you with a System Client ID

Step 4: Enter the Client ID and Connect

  1. Go back to Admin → EMR Integration
  2. In the Nextech section, paste the System Client ID from Nextech
  3. Click Connect

There’s no login screen and no redirect — MySurgeryQuote authenticates directly with Nextech using the registered key. You should see a green “Connected” status.

Step 5: Test the Connection

Click Test Connection to verify everything is working. You should see a green “Connected” status.

Sending Quotes to Nextech

Once connected:

  1. Open any quote
  2. Click Send to Nextech
  3. Search for the patient by name
  4. Select the patient from the results
  5. Click Send to attach the quote PDF to the patient’s chart

Every send is recorded in the audit log with timestamp, user, and recipient.

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