EDI Messaging

Help Guide for NextGen® Enterprise PM 8

Modify Patient Information in NextGen® Enterprise EHR

Open NextGen® Enterprise EHR. Select the Patient icon or select File > Select Patient. The Patient Lookup window opens. Enter the search criteria and selectFind. TheMatching Recordslist displays the records that meet the search criteria. Right-click the desired patient and select Open from the menu. The Modify Patient Information window opens displaying the demographic information of the selected patient. Modify the fields as required and selectOKto save the changes. For information on how to add patient details in theDemographicstab, see: Add General Information for Persons or Patients Add Address Information Add Contact Information Parent topic: Demographic Information in a Person or Patient Profile

NextGen® Enterprise EHR Help

EDI Messaging

When your practice is licensed for EDI the hyperlink and the EDI Notification option button can display on the Person/Patient Information > Demographics tab. These features are determined by your system administrator in Practice Preferences > NextGen EDI Sevices. Add Patient Preferences for EDI Messaging Setup Advanced Auditing for EDI Messaging Parent topic: Demographic Information in a Person or Patient Profile

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

Help Guide for NextGen® Enterprise PM 8

EDI Hyperlink and EDI Messaging Window

When selected, the EDI Messaging window appears and you can identify and set the patient's notification preferences for balance reminders, appointment reminders, and recall plans. The options on this window are determined by your system administrator and can include email, SMS (text), and voice reminders. The icons that display correspond to the patient's preferences as selected in the EDI Messaging window. The following icons display for the notification types: 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. The EDI Console sends the reminder messages to the patient. This occurs after you identify how a patient wants to be contacted for reminders. Parent topic: EDI Messag

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

EDI Messaging

Recommendations

Modify Patient Information in NextGen® Enterprise EHR

EDI Messaging

EDI Option Button

EDI Hyperlink and EDI Messaging Window

Add Patient Preferences for EDI Messaging

Person/Patient Information History Tab

EDI Messaging

Modify Patient Information in NextGen® Enterprise EHR

EDI Messaging

EDI Option Button

EDI Hyperlink and EDI Messaging Window

Add Patient Preferences for EDI Messaging

Person/Patient Information History Tab