Send a Mail Message to NextGen and Outlook Users

Help Guide for NextGen® Enterprise PM 8

Integrate Outlook Mail with NextGen Mail

To integrate your Microsoft® Outlook mail with your NextGen Mail, do the following: Access NextGen® Enterprise PM. From the Admin menu, select Preferences, then User, and then General. The User Preferences window appears. Select the General tab. In the Mail Options section, select the Logon to Outlook Mail at startup check box. For Default, select one of the following: NextGen: Select this button if NextGen Mail is used most often. Outlook: Select this button if Outlook Mail is used most often. To save changes and close the window, select OK. Log out and then log back in to NextGen® Enterprise PM for the changes to take effect. Note: If the Logon to Outlook Mail at startup check box is not selected and the Outlook button is selected as the default, then your Outlook mail does not display in NextGen® Enterprise PM. NextGen Mail will be used as the default in this situation. Send a Mail Message to NextGen and Outlook Users You can send a mail message to both NextGen users and Outlook use

Help Guide for NextGen® Enterprise PM 8

Create a New NextGen Mail Message

From the main toolbar, select the Mailbox button. The NextGen Mailbox window appears. From the mailbox toolbar, select the New Message button. The New Message window appears. The Message tab displays two recipient fields: To NextGen and To Outlook. The field that is required is the one that is selected as the Default Mail Option in General User Preferences. Do one of the following: In the To NextGen field, double-click <<Double-Click to Select Mail Recipient(s)>>. From the message toolbar, select the Address button. The Address Book window appears. In the Show Users From field, select the desired Practice. Users, Security Groups, and Distribution Lists for the selected practice display. To select recipients for the message, do one of the following: To add a recipient, select a User, Security Group, or Distribution List in the Available Users and Groups section on the left, and then select the Add button to move it to the Message Recipients section on the right. To remove a recipient, s

Help Guide for NextGen® Enterprise PM 8

Send Encounter Notes as Emails

On the main toolbar, select Chart or Chart Lookup. The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and then select Find. Patient records that match the search criteria, appear in the Matching Records section. Select the patient and then select Open. The Patient Chart window opens. Select Encounters and then select the Notes tab. The Encounters and Encounter Notes sections appear. From the Encounters section, select an encounter note to send as an email. Under the Encounter Notes section right-click the note, and then select Attach to Mail. The New Message window opens. To add recipients, do the following: In To NextGen, double-click <<Double-Click to Select Mail Recipient(s)>> to select recipients from the NextGen Healthcare address book, and then select OK. Note: The To NextGen field is required and is selected as the Default Mail Option in General User Preferences. In the To Outlook field, double-click <<Double-Click to Select Mail Re

Help Guide for NextGen® Enterprise PM 8

NextGen Mail

NextGen® Enterprise PM includes a mail feature that enables you to send messages to, and receive messages from, other users in the practice. If your practice normally uses Outlook® for email, users can integrate their Outlook mail with their NextGen Mail so they have access to both in NextGen® Enterprise PM. For more information, see Integrate Outlook Mail with NextGen Mail. Notifications for New NextGen Mail Messages Access and View NextGen Mail You can access and view NextGen Mail. Create a New NextGen Mail Message You can create a new NextGen Mail message. Respond to a NextGen Mail Linked to an Appointment You can respond a user with a confirmation in an email message. Attach a Chart Note to NextGen Mail A chart note can be attached to a NextGen Mail message and sent to the other users. Attach an Encounter Note to NextGen Mail An encounter note can be attached to a NextGen Mail message and sent to other users. Send a Message to Users, Security Groups or Distribution Lists When a Sec

Help Guide for NextGen® Enterprise PM 8

Send a Message to Users, Security Groups or Distribution Lists

When a Security Group or Distribution List is added to a mail message, users in the group or distribution list are added to the recipient list of the message. The names of the users themselves display, not the name of the group for distribution list. Select the New Message button on the mailbox toolbar to start a new message. TheNew Message window appears. Select the Address button on the message toolbar. The Address Book window appears. In the Available Users and Groups section on the left, select the desired Users, Security Group, or Distribution List. Select the left and right arrow buttons to add or remove the selected users, security group or distribution list to the Message Recipients section on the right. To save changes and close the window, select OK. Complete your message and select the Send Message toolbar button to send the message to the selected users, and all users included in the selected security groups or distribution lists. Create a Distribution List Within NextGen M

Help Guide for NextGen® Enterprise PM 8

Respond to a NextGen Mail Linked to an Appointment

If another user links an appointment to a NextGen mail message and sends it to you with a pending action, such as a request to reschedule or cancel the appointment, you can send a mail message back to the user with a confirmation response. The confirmation response tells the requesting user that you received the request and have acted on it. An appointment that is attached to a NextGen mail message has a status of Pending and displays in italics text in the Appointment Book. The appointment remains in pending status until the requested action is completed and a confirmation response is sent. From the main toolbar, select the Mailbox button. The NextGen Mailbox window appears. In the NextGen Mail section on the left, select Inbox. Mail messages display in the section on the right. Double-click to open the mail message with Appt Modification Request in the Subject line. The Appt Modification Request window appears. In the Confirmation field, select one of the following: Appointment Added

Send a Mail Message to NextGen and Outlook Users

Recommendations

Integrate Outlook Mail with NextGen Mail

Create a New NextGen Mail Message

Send Encounter Notes as Emails

NextGen Mail

Send a Message to Users, Security Groups or Distribution Lists

Respond to a NextGen Mail Linked to an Appointment

Integrate Outlook Mail with NextGen Mail

Create a New NextGen Mail Message

Send Encounter Notes as Emails

NextGen Mail

Send a Message to Users, Security Groups or Distribution Lists

Respond to a NextGen Mail Linked to an Appointment