Customize Patient Communications

NextGen Virtual Visits™ Help

Update Notification Settings

If you are a practice user, you can choose to receive the following notifications: Visit confirmation, rescheduling, and cancellation notifications (by email only) Visit reminder notifications (by email and SMS) Patient joined visit notifications (by email and SMS) Within NextGen Virtual Visits™, select Notification SettingsNotification Settings icon. If necessary, update the email and phone number that indicate where to send your notifications. To receive notifications, turn on the ON/OFF notifications option. Update additional settings, as necessary.

NextGen Virtual Visits™ Help

Rescheduling Visits in NextGen Virtual Visits™

To improve the patient experience and simplify scheduling workflows, NextGen Virtual Visits™ recognizes rescheduled visits and communicates with users accordingly. This feature also provides you with more insight into the number of rescheduled virtual visits compared to canceled visits. Note: Email or text message communication options must be turned on in the patient's and provider's virtual visit Notification Settings so that the patient, providers, and guests can receive notifications. Your virtual visits can be rescheduled in NextGen® Enterprise PM as in-person visits. Communication of the change is sent as follows: Patients and guests are notified through email and text message when the virtual visit is rescheduled or canceled. Practice users receive an email communication when a virtual visit is rescheduled. Note: Currently, NextGen Healthcare does not support provider text message notifications for visit confirmations, rescheduling, or cancellations. If you change a patient for

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Managing Telephone Call Details

You can document telephone communication details with patients on the Telephone Call template. You can do the following on a telephone call: Discuss and document provider and nursing comments, Care Guidelines, and patients' post-op days, immunizations with their due dates, and patient reminders. Document communication details such as call information, communication history, medication, and allergy details. Create and share lab orders. Create and share diagnostics, office services, immunizations, surgical procedures, referrals, and patient education. For more information, go to NextGen Healthcare Success Community, and download the My Plan Template Set User Guide for NextGen® Adaptive Content Engine. Enter Communication Details Providers can record call information, communication history, medication, allergy details, and more in the Communication panel of the Telephone Call template. View Immunizations and Care Guidelines Protocols You can view and discuss immunizations and care guideli

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Add Reminders through the Telephone Call Template

You must use clinical relevant information to identify patients who must receive reminders for preventive or follow-up care. To meet the Quality Reporting requirement and receive a Quality Reporting credit on the Telephone Call template, you must only send reminders based on the patient's preferred time and method of contact. A patient's decision to opt out of reminders can be recorded, and that patient can still be counted toward the Quality Reporting requirement. Open NextGen® Enterprise EHR. In the Telephone Call template, expand the Reminder panel. To add the reminders, do the following: Note: If the patient does not want reminders, you can select the Patient declines reminders checkbox, and then save and close the template. Select a reminder type. In Contact method, select Preferred or Other, and then select a method. In the Sent field, select a date. Enter additional comments related to the patient reminder. Select Add. Save and close the template. Parent topic: Managing Telephon

NextGen® Enterprise EHR Help

Schedule a Delayed NextGen® PxP Portal Message

If the Patient Portal trigger action is Schedule Messages, you can schedule a message for future delivery to a patient enrolled in NextGen® PxP Portal. This feature is available only when you compose a message or send a draft. Scheduled messages are stored in the Patient Portal > Communications > Scheduled folder in the Workflow module. Note: If chart messages are saved to a file location, the user account that runs the NextGen® Queue Processing Service needs to have write access to that file location. For more information on delayed message scheduling, go to NextGen Healthcare Success Community and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR. Ask your system administrator which NextGen® Enterprise EHR template and field to use. In NextGen® Enterprise EHR, select the template that contains the Patient Portal trigger, and then select OK to open it. Execute the Patient Portal trigger on the applicable field. The Patient Portal Message window opens,

NextGen® Enterprise EHR Help

Schedule a Delayed NextGen® PxP Portal Message

If the Patient Portal trigger action is Schedule Messages, you can schedule a message for future delivery to a patient enrolled in NextGen® PxP Portal. This feature is available only when you compose a message or send a draft. Scheduled messages are stored in the Patient Portal > Communications > Scheduled folder in the Workflow module. Note: If chart messages are saved to a file location, the user account that runs the NextGen® Queue Processing Service needs to have write access to that file location. For more information on delayed message scheduling, go to NextGen Healthcare Success Community and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR. Ask your system administrator which NextGen® Enterprise EHR template and field to use. In NextGen® Enterprise EHR, select the template that contains the Patient Portal trigger, and then select OK to open it. Execute the Patient Portal trigger on the applicable field. The Patient Portal Message window opens,

Customize Patient Communications

Recommendations

Update Notification Settings

Rescheduling Visits in NextGen Virtual Visits™

Managing Telephone Call Details

Add Reminders through the Telephone Call Template

Schedule a Delayed NextGen® PxP Portal Message

Schedule a Delayed NextGen® PxP Portal Message

Update Notification Settings

Rescheduling Visits in NextGen Virtual Visits™

Managing Telephone Call Details

Add Reminders through the Telephone Call Template

Schedule a Delayed NextGen® PxP Portal Message

Schedule a Delayed NextGen® PxP Portal Message