NextGen® PxP Portal AutoFlow Sequence Items for Selection

File Maintenance Help for NextGen® Enterprise 8

AutoFlow Sequence Items for Selection

The items that you can select for AutoFlow sequences are: Alerts Appointment Search Ahead Balance Control Charge Entry Chart Details Claim Edits Credit Card on File Diagnosis Selection Encounter Encounter Bill Insurance Selection Medical Necessity Patient Balance Patient Information - Client Defined Patient Information - Demographic Patient Information - Employer Patient Information - External Patient Information - History Patient Information - Pharmacy Patient Information - Privacy Patient Information - Provider Patient Information- Relations Patient Information - Status Patient Information - UDS Patient Recall Print Data Sheet Print Fee Ticket Print Forms Print Labels Real-time Adjudicate Claim Real-time Eligibility Submission Transaction Entry Workable Tasks NextGen PxP Portal AutoFlow Sequence Items for Selection NextGen® PxP Portal AutoFlow Sequence items are available for your selection in File Maintenance. Parent topic: Set AutoFlow Sequences

File Maintenance Help for NextGen® Enterprise

NextGen® PxP Portal AutoFlow Sequence Items for Selection

In File Maintenance, you can select the following NextGen® PxP Portal AutoFlow Sequence items : Patient Portal Enrollment - Not Enrolled Patient Portal Enrollment - Pending Patient Portal Enrollment - Declined/Deferred Parent topic: AutoFlow Sequence Items for Selection

Help Guide for NextGen® Enterprise PM 8

Autoflow Sequences Master File

By adding NextGen® PxP Portal enrollment workflow to AutoFlow Sequence, 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: Create or Modify an AutoFlow Sequence

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

File Maintenance Help for NextGen® Enterprise

Add NextGen® PxP Portal Enrollment Workflow to the AutoFlow Sequence

You can add the NextGen® PxP Portal enrollment workflow to the AutoFlow Sequence so that practice users can send enrollment invitation email to patients during check-in or check-out in NextGen® Enterprise PM.. Log on to File Maintenance. Under Master Files, select PM > AutoFlow Sequences. The AutoFlow Sequences List window opens. In the AutoFlow Sequences list, double-click the AutoFlow Sequence you want to edit. The AutoFlow Sequence Information window opens. For more information about creating a new AutoFlow Sequence, go to NextGen Healthcare Success Community and download the latest Practice Workflow Guide for NextGen® Enterprise PM . Select on the AutoFlow Sequence Information window. The AutoFlow Screen/Item Selection window opens. To add NextGen® PxP Portal enrollment workflows to Autoflow Sequence, do the following: In the AutoFlow Screen/Item Selection window, select Patient Portal Enrollment - Not Enrolled, Patient Portal Enrollment - Pending, or Patient Portal Enrollment - De

File Maintenance Help for NextGen® Enterprise 8

Add NextGen® PxP Portal Enrollment Workflow to the AutoFlow Sequence

You can add the NextGen® PxP Portal enrollment workflow to the AutoFlow Sequence so that practice users can send enrollment invitation email to patients during check-in or check-out in NextGen® Enterprise PM.. Log on to File Maintenance. Under Master Files, select PM > AutoFlow Sequences. The AutoFlow Sequences List window opens. In the AutoFlow Sequences list, double-click the AutoFlow Sequence you want to edit. The AutoFlow Sequence Information window opens. For more information about creating a new AutoFlow Sequence, go to NextGen Healthcare Success Community and download the latest Practice Workflow Guide for NextGen® Enterprise PM . Select on the AutoFlow Sequence Information window. The AutoFlow Screen/Item Selection window opens. To add NextGen® PxP Portal enrollment workflows to Autoflow Sequence, do the following: In the AutoFlow Screen/Item Selection window, select Patient Portal Enrollment - Not Enrolled, Patient Portal Enrollment - Pending, or Patient Portal Enrollment - De

NextGen® PxP Portal AutoFlow Sequence Items for Selection

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AutoFlow Sequence Items for Selection

NextGen® PxP Portal AutoFlow Sequence Items for Selection

Autoflow Sequences Master File

Autoflow Sequences Master File

Add NextGen® PxP Portal Enrollment Workflow to the AutoFlow Sequence

Add NextGen® PxP Portal Enrollment Workflow to the AutoFlow Sequence

AutoFlow Sequence Items for Selection

NextGen® PxP Portal AutoFlow Sequence Items for Selection

Autoflow Sequences Master File

Autoflow Sequences Master File

Add NextGen® PxP Portal Enrollment Workflow to the AutoFlow Sequence

Add NextGen® PxP Portal Enrollment Workflow to the AutoFlow Sequence