Managing Guests in NextGen Virtual Visits™

NextGen Virtual Visits™ Help

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

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

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

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

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

Admit or Deny a Guest Entry into the Virtual Visit

After a guest selects the link in the invitation to join the visit, they enter their first and last name, and then enter a virtual waiting room. You are notified when the guest enters the waiting room. Before admitting the guest, you should always confirm that the patient is comfortable with the guest joining the virtual visit. Note: Patients can admit their own guests but cannot admit internal or external guests. While in the virtual visit room, after you receive a notification that a guest is in the waiting room, select View in the notification or select Participants Participants icon. Select Allow to let the guest into the virtual visit or Deny to remove the guest from the visit and turn off their link. The guest cannot rejoin the visit. Parent topic: Managing Guests in NextGen Virtual Visits

Managing Guests in NextGen Virtual Visits™

Recommendations

Guest Types in NextGen Virtual Visits™

Add a Patient Guest Before a Visit

Add an Internal Guest Before a Visit

Remove a Guest Before a Virtual Visit

Add an External Guest Before a Visit

Admit or Deny a Guest Entry into the Virtual Visit

Managing Guests in NextGen Virtual Visits™

Guest Types in NextGen Virtual Visits™

Add a Patient Guest Before a Visit

Add an Internal Guest Before a Visit

Remove a Guest Before a Virtual Visit

Add an External Guest Before a Visit

Admit or Deny a Guest Entry into the Virtual Visit