Guest Types in NextGen Virtual Visits™

Guest Type	Guest Description	Examples
Patient Guest	An individual that the patient or caregiver, if the patient is a minor, wants to join their visit. Patients can invite their own guests and, if requested by the patient, a practice user can invite a patient guest on behalf of the patient. Note: For privacy reasons, patient guests cannot be invited to group visits.	Parent, caregiver, adult child, or family member Social worker Attorney Friend
Internal Guest	A NextGen Virtual Visits™ licensed user at the same practice as the scheduled or support user. Internal guests can see a visit they are invited to on their upcoming visits list within NextGen Virtual Visits™. It does not block their schedule in NextGen® Enterprise PM.	Resident with a NextGen Virtual Visits™ license at the same practice as the scheduled or support user Specialist with a NextGen Virtual Visits™ license at the same practice as the scheduled or support user Other care team members with a NextGen Virtual Visits™ license at the same practice
External Guest	Anyone other than the internal or patient guest who may be invited to a visit by a scheduled or support user.	Specialist outside of the practice Specialist within your practice without a NextGen Virtual Visits™ license Other care team members at a different practice Guest speaker for a group visit

NextGen Virtual Visits™ Help

Add an Internal Guest Before a Visit

An internal guest receives an invitation according to the notification preferences they have set up in their NextGen Virtual Visits™ account. The internal guest can see the visit in the Upcoming Visits list, but their schedule in NextGen® Enterprise PM (if applicable) is not blocked. Within NextGen Virtual Visits™, select the VisitsVisits icon icon from the main menu. In the Upcoming tab, select the visit you want to add a guest to. In the Invited Guests panel, select Add GuestAdd Guest icon. Select No. Enter the provider's First Name and Last Name, and then select Search to search for the provider. Note: Only one character in each field is required for the system to search. For example, if you enter T for first name and H for last name, then the system results would display any licensed users in your practice that meet the search criteria. Select the internal guest with the correct contact information. Select Add. Parent topic: Managing Guests in NextGen Virtual Visits

NextGen Virtual Visits™ Help

Add an External Guest Before a Visit

You can invite an external guest to a visit, but you must first obtain authorization from the patient as you would for an in-office visit. Within NextGen Virtual Visits™, select the VisitsVisits icon icon from the main menu. In the Upcoming tab, select the visit you want to add a guest to. In the invited guests panel, select Add GuestAdd Guest icon. Select No. Enter the guest's First Name and Last Name, then select Search. Select and enter the contact method, which is used to send the invitation to join the visit.This step is necessary because the guest you are trying to invite is not a licensed NextGen Virtual Visits™ user at your practice. If the patient has authorized this guest to join the visit, select the Patient (or legal representative) authorized disclosure of visit data to specified guest option. Select Add. Parent topic: Managing Guests in NextGen Virtual Visits

NextGen Virtual Visits™ Help

Add a Patient Guest Before a Visit

Within NextGen Virtual Visits™, select the VisitsVisits icon icon from the main menu. In the Upcoming tab, select the visit you want to add a guest to. In the Invited Guests panel, select Add GuestAdd Guest icon. Select Yes. In the applicable fields, enter the guest’s First Name, Last Name, and their Relationship to the Patient . In the How should this guest receive their invite field, select the box next to the preferred way to contact the guest. This method is used to send the invitation to join the visit to the guest. If the patient has authorized this guest to join the visit, select the Patient (or legal representative) authorized disclosure of visit data to specified guest option. Select Add. Parent topic: Managing Guests in NextGen Virtual Visits

NextGen Virtual Visits™ Help

Remove a Guest Before a Virtual Visit

If you or the patient decides that a guest should no longer attend, you can remove the guest before the visit. The guest's link to join the visit becomes not available. Within NextGen Virtual Visits™, select the VisitsVisits icon icon from the main menu. In the Upcoming tab, select the visit that the guest is associated with. In the Invited Guest area, select the options menu Options icon located to the right of the guest’s name. Select Remove Access. Review the Remove guest message, and then select Yes, Remove. Parent topic: Managing Guests in NextGen Virtual Visits

NextGen Virtual Visits™ Help

Managing Guests in NextGen Virtual Visits™

NextGen Virtual Visits™ allows you to manage guests within the application and during your virtual visits. When managing NextGen Virtual Visits™ guests, keep the following information in mind: Guest RSVP and Response Status: When a guest is added to a patient visit, they can respond or RSVP to an invitation; however, this response is not required to join the visit, nor does it affect the link to join. In addition, if a guest declines, this response does not prevent them from joining if they later change their mind. You can view the response status in the guest panel of NextGen Virtual Visits™. Response status in the guest panel example Virtual Visit Details Visible to Internal Guests: When an internal guest is invited to a virtual visit in NextGen Virtual Visits™, the visit appears in their Upcoming Visits list, but does not block their schedule in NextGen® Enterprise PM. Upcoming Visit window example Guest Types in NextGen Virtual Visits You can include several types of guests to your

NextGen Virtual Visits™ Help

Invite a Guest to Your Visit

You can invite your friend, care giver, or a family member as a guest to your visit. If you did not invite a guest before the visit, you can invite them after the start of the visit. Note: Inviting patient guest option is not available for group visits. To invite a guest, do one of the following: From the NextGen Virtual Visits™ confirmation emails or text message you received, select Invite a Guest, authenticate your email or mobile number with one-time password (OTP), and then select Add Guest. During the visit, select Invite Guest . The Add Guest window opens. Enter the guest's first and last name, email or phone number, select from the Relationship to patients list, then select authorize checkbox, and then select Add. The guest is added to your visit. Parent topic: NextGen Virtual Visits Overview

Guest Types in NextGen Virtual Visits™

Recommendations

Add an Internal Guest Before a Visit

Add an External Guest Before a Visit

Add a Patient Guest Before a Visit

Remove a Guest Before a Virtual Visit

Managing Guests in NextGen Virtual Visits™

Invite a Guest to Your Visit

Guest Types in NextGen Virtual Visits™

Add an Internal Guest Before a Visit

Add an External Guest Before a Visit

Add a Patient Guest Before a Visit

Remove a Guest Before a Virtual Visit

Managing Guests in NextGen Virtual Visits™

Invite a Guest to Your Visit