Add NextGen® PxP Portal Enrollment Workflow to the AutoFlow Sequence

File Maintenance Help for NextGen® Enterprise 8

Set AutoFlow Sequences

From the Master Files - System list, select Autoflow Sequences. The AutoFlow Sequences List window opens. Do one of the following: To add a new item, select open menu , and then select New. To modify an existing item, select the item in the list, select open menu , and then select Open. You can also double-click to open the item. The Autoflow Sequence Information window displays the items that are included in the flow. The Form Templates section, Label Templates section, or both display if you add Print Forms or Print Labels to the Screen/Item list. To add or remove items from the Screen/Item list, select to change the selections, and then select OK. To add an item, select it in the Available list, then select . The item moves from the Available list to the Included list. To remove an item, select it in the Included list, then select . The item moves from the Included list to the Available list. For items you want to display in NextGen® Enterprise PM when a chart is created or to displ

File Maintenance Help for NextGen® Enterprise 8

AutoFlow Sequences

The AutoFlow Sequences master file gives you the flexibility to set up NextGen® Enterprise PM to match your clinic's workflow. It enables you to select and set the sequence for a series of actions for processing encounters for patient check-in and check-out. You can assign these AutoFlow Sequences to locations and as the default sequences for users. Set AutoFlow Sequences Add NextGen PxP Portal Enrollment Workflow to the AutoFlow Sequence You can add the NextGen® PxP Portal enrollment workflows to the AutoFlow Sequence so that practice users can send enrollment invitation email to patients from NextGen® Enterprise PM. Parent topic: Master Files - System

Help Guide for NextGen® Enterprise PM 8

Autoflow Sequences Master File

You can add the NextGen® PxP Portal enrollment workflow to a check-in or check-out AutoFlow Sequence in the AutoFlow Sequences master file in File Maintenance. By adding this workflow, you can ensure that the patient is enrolled to NextGen® PxP Portal during check-in or check-out in NextGen® Enterprise PM. The following NextGen® PxP Portal AutoFlow Sequence items are available for you to select in the AutoFlow Sequences master file. Patient Portal Enrollment - Not Enrolled Patient Portal Enrollment - Pending Patient Portal Enrollment - Declined/Deferred For more information on how to add the NextGen® PxP Portal enrollment workflow to AutoFlow Sequence, go to NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide for NextGen® Enterprise PM. Parent topic: Setting Up AutoFlow

NextGen® Enterprise EHR Help

Enroll a Patient in NextGen® PxP Portal

If the Patient Portal trigger action is Enrollment, you can set up a NextGen® PxP Portal account for the selected patient through NextGen® Enterprise EHR. For more information on the enrollment process, go to NextGen Healthcare Success Community and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR. Ask your system administrator which NextGen® Enterprise EHR template and field to use. In NextGen® Enterprise EHR, select the template that contains the Patient Portal trigger, and then select OK. For more information, see Select a Template.. Select the Patient Portal trigger on the applicable field. The following actions are triggered depending on the patient status: If the patient status is Not Enrolled and all mandatory patient information fields are filled, a NextGen® PxP Portal enrollment invitation email is sent to the patient. If the patient status is Not Enrolled and any mandatory fields are empty, a message with the missing patient information appea

NextGen® Enterprise EHR Template Editor Help 8

Set up Patient Portal Trigger

The Patient Portal action launches windows at run time that enable you to: Set up an account for a patient on the NextGen® PxP Portal website. Schedule the future delivery of a message to a patient enrolled in NextGen® PxP Portal. After a message has been scheduled, you can review and edit or delete it, if necessary. NextGen® PxP Portal is a secure Internet portal that enables patients to communicate with providers, request appointments, request prescription refills, review test results, complete online forms, view documents and statements, and access health reference information. For more information, go to NextGen Healthcare Success Community and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR. Follow the applicable steps in General Trigger Setup. Select the Patient Portal action. The Patient Portal window opens. From the Actions list, select one of the following: Enrollment to send an NextGen® PxP Portal enrollment invitation. The following actions

Help Guide for NextGen® Enterprise PM 8

Setting Up AutoFlow

To set up the AutoFlow feature: Create AutoFlow Sequence master files in File Maintenance. Assign the AutoFlow sequences created in File Maintenance to specific practice locations on the AutoFlow Sequences tab in Practice Preferences. Note: You can set default user preferences for AutoFlow that override the practice-level settings in Practice Preferences. Create or Modify an AutoFlow Sequence AutoFlow sequences enable you to set the sequence for a series of actions that process encounters for patient check-in and check-out. You must create an AutoFlow Sequences master file for each AutoFlow sequence that the practice uses. AutoFlow Practice Preferences The AutoFlow Practice Preferences enable you to select an Autoflow Sequences Master File that contains a series of actions for processing encounters during check-in and check-out processes. Assign Practice-Level AutoFlow Sequences You can assign AutoFlow sequences to specific locations for the practice in Practice Preferences. Set up Aut

Add NextGen® PxP Portal Enrollment Workflow to the AutoFlow Sequence

Recommendations

Set AutoFlow Sequences

AutoFlow Sequences

Autoflow Sequences Master File

Enroll a Patient in NextGen® PxP Portal

Set up Patient Portal Trigger

Setting Up AutoFlow

Set AutoFlow Sequences

AutoFlow Sequences

Autoflow Sequences Master File

Enroll a Patient in NextGen® PxP Portal

Set up Patient Portal Trigger

Setting Up AutoFlow