EDI Hyperlink and EDI Messaging Window

Notifications Type	Description
Email	This contact is used to send EDI notifications via email if the patient has opted to receive them.
SMS (Text)	This contact is used to send EDI notifications via text message if the patient has opted to receive them.
Voice	This contact is used to send EDI notifications via voice reminder if the patient has opted to receive them.

Help Guide for NextGen® Enterprise PM 8

Add Patient Preferences for EDI Messaging

The EDI Messaging window is only available to practices that have an EDI license. The options in the reminders fields are determined by your system administrator. Use this window to identify how the patient wants to receive reminders. NextGen EDI services uses the NextGen EDI Console to create and send the reminders to the patient. Open the Add/Modify Person/Patient Information window for the applicable person/patient. Select the hyperlink. The EDI Messaging window opens. On the EDI Messaging window do the following and then select OK. In the Appointment Reminders field, select one or more of the following: Opt Out Email SMS (Text) Voice Reminders In the Balance Reminders field, select one or more of the following: Opt Out Email SMS (Text) Voice Reminders In the Recall Plans field, select one or more of the following: Opt Out Email SMS (Text) Voice Reminders Select the EDI Notification option button. If the patient specified EDI messaging by any of the following methods, enter the pref

Help Guide for NextGen® Enterprise PM 8

Person/Patient Information History Tab

Changes to a patient's EDI Messaging preferences are listed on the History tab. When a patient changes their preferences on how they want to be contacted for balance reminders, appointment reminders, or recall plans; an EDI Messaging Change displays on the Person/Patient Information > History tab. The following list provides examples of the types of messages that will display. Opt Out Recall Plans: EDI Messaging Change Text Balance Reminders: EDI Messaging Change Voice Reminders Recall Plans: EDI Messaging Change TextAppointment Reminders: EDI Messaging Change Parent topic: EDI Messaging

Help Guide for NextGen® Enterprise PM 8

Setup Advanced Auditing for EDI Messaging

In Advanced Audit you can track changes to EDI Notification Messaging. This occurs when a change is made for how appointment reminders, balance reminders, and recall plans are sent to the patient. The current methods are email, SMS text, and voice reminders. Select Admin > Advanced Audit Setup and then access your practice. Open Practice Preferences and select the EDI Services check box. Select OK. Parent topic: EDI Messaging

Help Guide for NextGen® Enterprise PM 8

EDI Option Button

When selected, the contact methods for EDI messaging preferences display on the window. The order of the contact methods is determined by your system administrator. After you select this option then you can add the preferred email address and/or phone numbers for the patient. Parent topic: EDI Messaging

NextGen® Enterprise EHR Help

Add Patient Preferences for EDI Messaging

The EDI Messaging window is only available to practices that have an EDI license. The options in the reminders fields are determined by your system administrator. Use this window to identify how the patient wants to receive reminders. NextGen EDI services uses the NextGen EDI Console to create and send the reminders to the patient. Open the Add/Modify Person/Patient Information window for the applicable person/patient. Select the hyperlink. The EDI Messaging window opens. On the EDI Messaging window do the following and then select OK. In the Appointment Reminders field, select one or more of the following: Opt Out Email SMS (Text) Voice Reminders In the Balance Reminders field, select one or more of the following: Opt Out Email SMS (Text) Voice Reminders In the Recall Plans field, select one or more of the following: Opt Out Email SMS (Text) Voice Reminders Select the EDI Notification option button. If the patient specified EDI messaging by any of the following methods, enter the pref

NextGen® Enterprise EHR Help

Add Patient Preferences for NextGen® EDI Messaging

The EDI Messaging window is available only to practices that have an NextGen® EDI license. The options in the reminder fields are determined by your system administrator. In the EDI Messaging window, you can specify how the patient wants to receive reminders. NextGen® EDI services use the NextGen® EDI Console to create and send reminders to the patient. From the main toolbar in NextGen® Enterprise PM, select Lookup. In the People Lookup window, select New. In the Add Person Information window, select the EDI hyperlink. In the EDI Messaging window, select from the Appointment Reminders, Balance Reminders, and Recall Plans lists. Select OK. Select the EDI Notification option. Enter contact info in Email, SMS (Text), or Voice Reminders. Select OK. Parent topic: EDI Messaging

EDI Hyperlink and EDI Messaging Window

Recommendations

Add Patient Preferences for EDI Messaging

Person/Patient Information History Tab

Setup Advanced Auditing for EDI Messaging

EDI Option Button

Add Patient Preferences for EDI Messaging

Add Patient Preferences for NextGen® EDI Messaging

EDI Hyperlink and EDI Messaging Window

Add Patient Preferences for EDI Messaging

Person/Patient Information History Tab

Setup Advanced Auditing for EDI Messaging

EDI Option Button

Add Patient Preferences for EDI Messaging

Add Patient Preferences for NextGen® EDI Messaging