Respond to an Appointment Modification Request Through NextGen Mail

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

Help Guide for NextGen® Enterprise PM 8

Send Appointment Through Email

In NextGen® Enterprise PM, if you want someone to modify or delete an appointment, you can attach the appointment to an email and send it to the recipient asking to do the modification so that no important information is missed. You can attach appointments to mail in all views of the Appointment Book window, except for the Monthly view tab. When you send an email with an action request, a copy of the mail is automatically saved in the pending folder. You can always check the pending folder to track the outstanding issues. When the recipient takes action on the appointment through the Edit Appointment button, a confirmation is loaded into the Confirmation field, and automatically sends a confirmation message to the sender. When the sender receives the confirmation message, the email is removed from the sender's pending folder. The message that is stored in the sent folder then has the Confirmation field filled in. If you sent the email to multiple recipients, the system accepts the firs

Help Guide for NextGen® Enterprise PM 8

Manage a NextGen Mail Message

You can view received and sent messages, create new messages, and add recipients for message delivery through NextGen Mail in NextGen® Enterprise PM. Open NextGen® Enterprise PM. Do one of the following: From the main toolbar, select the Mailbox Null From the status bar at the bottom of the window, double-click the MailNull icon. Select Tasks > Advisor and then from the NextGen Email section, select the Unread link. The NextGen Mailbox window appears. NextGen Mailbox window Do one of the following: From the main toolbar, select the Mailbox Null From the status bar at the bottom of the window, double-click the MailNull icon. Select Tasks > Advisor and then from the NextGen Email section, select the Unread link. The NextGen Mailbox window appears. NextGen Mailbox window To open a mail message, in the NextGen Mail section, select Inbox, and then do one of the following: Double-click the message to be opened. Highlight the message to be opened, and then select the Open Message"" button on

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Cancel Integrated Appointments

When an appointment request is canceled, the recipient cannot reply to the notification. On the main toolbar, select the Inbox button.The Workflow window opens. Select the Patient Portal tab. The Communications, Prescriptions, Appointments, and Online Forms folders appear in the left pane. The messages appear in the right pane. Double-click an appointment request.The Appointment Request window opens. Note: If required, you can forward or assign tasks (by sending an appointment) to another user within your organization. Select Schedule Appt.The Appointment Search Ahead window opens. Based on the time slot requested by the patient, a list of available time slots is displayed. In Available Timeslots, double-click an applicable slot. To find other available time slots, change the search criteria, and then select Find.The Add Appointment window opens. Select the Recall/Waitlist tab to add a recall plan, and then select OK. In the Respond to Patient window, select Change Appointment. From Ca

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Cancel Integrated Appointments

When an appointment request is canceled, the recipient cannot reply to the notification. On the NextGen® Enterprise PM main toolbar, select the Mailbox button. From the list in the upper-right corner of the window, select Patient Portal. Important: The Patient Portal option does not appear in the list if your NextGen® PxP Portal license is not available or has expired. A list of patient portal folders appears in the left pane. A list of messages appears in the right pane. Under Appointments, select Inbox.The Inbox folders with new messages are bolded with the number of unread messages in parentheses. Double-click an appointment request.The Appointment Request window opens. Select Schedule Appt.The Appointment Search Ahead window opens. Based on the time slot requested by the patient, a list of available time slots is displayed. In Available Timeslots, double-click an applicable slot. To find other available time slots, change the search criteria, and then select Find.The Add Appointmen

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

Respond to an Appointment Modification Request Through NextGen Mail

Recommendations

Respond to a NextGen Mail Linked to an Appointment

Send Appointment Through Email

Manage a NextGen Mail Message

Cancel Integrated Appointments

Cancel Integrated Appointments

Create a New NextGen Mail Message

Respond to an Appointment Modification Request Through NextGen Mail

Respond to a NextGen Mail Linked to an Appointment

Send Appointment Through Email

Manage a NextGen Mail Message

Cancel Integrated Appointments

Cancel Integrated Appointments

Create a New NextGen Mail Message