Patient Lookup and Open Menu Buttons

Enrollment Status	Context Menu
Pending	Enrollment – Pending
Completed	Enrollment – Completed
Deactivated	Enrollment – Deactivated
Declined	Enrollment – Declined
Deferred	Enrollment – Deferred
Account Deleted	Enroll Now

Help Guide for NextGen® Enterprise PM 8

Open the Patient Information Bar in the Patient Chart

Before you begin You must set the Practice and user preferences, to enable the Patient Information Bar in the patient chart. For more information on the patient chart, go to the NextGen Healthcare Success Community and download the latest Accounts and Patient Records User Guide for NextGen® Enterprise PM. Open NextGen® Enterprise PM. From the main toolbar, select Chart. The Patient Lookup window opens. Search for and select the patient using the available search criteria. The patient chart opens displaying the Patient Information Bar, where you can exclusively select Patient Chart Lookup and Open Menu to search for patients, set an active patient, and manage the NextGen® PxP Portal enrollment. Patient Lookup and Open Menu Buttons The Patient Chart Lookup button opens the Patient Lookup window, while the Open Menu button displays options to modify the patient's records. Parent topic: Viewing the Patient Information Bar

Help Guide for NextGen® Enterprise PM 8

Patient Lookup and Open Menu Buttons

Patient Chart Lookup on the patient chart opens the Patient Lookup window. For more information, go to the NextGen Healthcare Success Community and download the latest Accounts and Patient Records User Guide forNextGen®Enterprise PM. Open menu on the patient chart displays the following options: Access Active Patient Access Previous Patient Set Active PatientFor more information on Access Active Patient, Access Previous Patient, and Set Active Patient, go to the NextGen Healthcare Success Community and download the latest Accounts and Patient Records User Guide for NextGen® Enterprise PM. Patient Portal Enroll Now - opens the Initiate Enrollment window to enroll the patient. Note: The available option changes as per the enrollment status of the patient. Enrollment Status Context Menu Pending Enrollment – Pending Completed Enrollment – Completed Deactivated Enrollment – Deactivated Declined Enrollment – Declined Deferred Enrollment – Deferred Account Deleted Enroll Now Online Forms - en

Help Guide for NextGen® Enterprise PM 8

Open the Patient Information Bar in the Patient Chart

Before you begin You must set the Practice and user preferences, to enable the Patient Information Bar in the patient chart. For more information on the patient chart, go to the NextGen Healthcare Success Community and download the latest Accounts and Patient Records User Guide forNextGen®Enterprise PM. Open NextGen® Enterprise PM. From the main toolbar, select Chart . The Patient Lookup window opens. Search for and select the patient using the available search criteria. The patient chart opens displaying the Patient Information Bar, where you can exclusively select Patient Chart Lookup and Open Menu to search for patients, set an active patient, and manage the NextGen® PxP Portal enrollment. Patient information bar in patient chart Patient Lookup and Open Menu Buttons The Patient Chart Lookup button opens the Patient Lookup window, while the Open Menu button displays options to modify the patient's records. Parent topic: Viewing the Patient Information Bar

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Descriptions of Patient Portal Reports

Report Title Description Patient Portal Account Status You can generate Patient Portal Enrollments report based on all or any of the following statuses: Not Enrolled Not Enrolled - Aged Out Pending Completed Account Deleted Deactivated Declined Deferred Note: The report also includes information of dependents who are not enrolled but have care managers who are enrolled in NextGen® PxP Portal. Patient Portal Appointments and Forms Provides the number of appointment requests received and the number of patient forms imported into NextGen® PxP Portal within a specified date range. Patient Portal Communications enables you to track incoming messages that patients send through NextGen® PxP Portal and where these messages are being routed to within a specific date range. The report provides information about the number of messages received and sent by a practice in a specific date range. Patient Portal Enrollment Summary Provides a summary of the enrollment status based on the Meaningful Usag

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Enrollment Status Indicators of Patients

NextGen® PxP Portal has the following enrollment status indicators. Status Icon Tool Tip Description Not enrolled Not Enrolled in Patient Portal The patient is not enrolled in NextGen® PxP Portal. Not enrolled Aged Out The patient is aged out and the enrollment of guardian is revoked. Pending Patient Portal enrollment pending The practice has initiated the patient's enrollment, but the patient has not completed the enrollment. Completed Completed Enrollment Last Login Date MM/DD/YYYY HH:MM:SS Note: The last logon information appears only when the icon is available for selecting. The patient has completed the enrollment. Deactivated Patient Portal deactivated The practice has deactivated the NextGen® PxP Portal account of the patient. If the account is activated again, the enrollment status changes to Completed. For more information, go to NextGen Healthcare Success Community, and download the latest Site Generator User Guide for NextGen® PxP Portal. Deleted Patient Portal account delet

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Enrollment Status Indicators of Patients

NextGen® PxP Portal has the following enrollment status indicators. Status Icon Tool Tip Description Not enrolled Not Enrolled The patient is not enrolled in NextGen® PxP Portal. Not enrolled Aged Out The patient has aged out and the enrollment of guardian has been revoked. Pending Pending The practice has initiated the patient's enrollment, but the patient has not completed the enrollment. Completed Completed; Last Login Date MM/DD/YYYYNote: The last logon information appears only when the icon is available for selecting. The patient has completed the enrollment. Deactivated Deactivated The practice has deactivated the NextGen® PxP Portal account of the patient. If the account is activated again, the enrollment status changes to Completed. Deleted Account Deleted The practice has deleted the NextGen® PxP Portal account of the patient. When a patient's account is deleted, the practice can send the invitation to enroll the patient in NextGen® PxP Portal again. Declined Declined The pati

Patient Lookup and Open Menu Buttons

Recommendations

Open the Patient Information Bar in the Patient Chart

Patient Lookup and Open Menu Buttons

Open the Patient Information Bar in the Patient Chart

Descriptions of Patient Portal Reports

Enrollment Status Indicators of Patients

Enrollment Status Indicators of Patients

Patient Lookup and Open Menu Buttons

Open the Patient Information Bar in the Patient Chart

Patient Lookup and Open Menu Buttons

Open the Patient Information Bar in the Patient Chart

Descriptions of Patient Portal Reports

Enrollment Status Indicators of Patients

Enrollment Status Indicators of Patients