Enroll a Patient in NextGen® PxP Portal

NextGen® Enterprise EHR Help

Launch Patient Education Topics from a Template

Before you begin You must have your own provider license to use the Healthwise Patient Education Module. To obtain a license, contact your NextGen Sales Representative or NextGen Client Support. For more information on using the Patient Education module, go to NextGen Healthcare Success Community and download the latest Healthwise Patient Education Integration Guide for NextGen® Enterprise EHR. You can display a preselected or context-sensitive patient education topic depending on the Patient Education trigger setup. Context sensitivity is based on the CPT or ICD-9 code, terms, or title and language selected during the encounter. To display a patient education topic related to a particular CPT or ICD-9 code, a procedure or diagnosis must be saved to the encounter. After you display a patient education topic, you can save it to the encounter. The topic remains viewable when the encounter is locked. Ask your system administrator which NextGen® Enterprise EHR template and field(s) to use

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

Patient Portal Trigger Overview

You can execute a Patient Portal trigger on a template to: Enroll a patient on the NextGen® PxP Portal website. Schedule delayed delivery of a message to a patient enrolled in NextGen® PxP Portal. For more information, go to NextGen Healthcare Success Community and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR. Enroll a Patient in NextGen PxP Portal Schedule a Delayed NextGen PxP Portal Message Parent topic: Using Templates

NextGen® Enterprise EHR Template Editor Help 8

Set up Patient Portal Trigger

The Patient Portal action launches windows at run time that enable you to: Set up an account for a patient on the NextGen® PxP Portal website. Schedule the future delivery of a message to a patient enrolled in NextGen® PxP Portal. After a message has been scheduled, you can review and edit or delete it, if necessary. NextGen® PxP Portal is a secure Internet portal that enables patients to communicate with providers, request appointments, request prescription refills, review test results, complete online forms, view documents and statements, and access health reference information. For more information, go to NextGen Healthcare Success Community and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR. Follow the applicable steps in General Trigger Setup. Select the Patient Portal action. The Patient Portal window opens. From the Actions list, select one of the following: Enrollment to send an NextGen® PxP Portal enrollment invitation. The following actions

NextGen® Enterprise EHR Help

Enroll a Patient in NextGen® PxP Portal

Before you begin Ensure that the patient portal must setup in File Maintenance and has a valid NextGen® PxP Portal license for your practice. If the patient is not enrolled in NextGen® PxP Portal, you can send an enrollment invitation email through NextGen® Enterprise EHR. For more information on NextGen® PxP Portal, go to NextGen Healthcare Success Community and download the latest NextGen®PxP Portal Provider Guide forNextGen®Enterprise EHR. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. To invite the patient for NextGen® PxP Portal enrollment, do one of the following: On the Patient Information Card (PIC), select Enroll Now next to the Not enrolled in Patient Portal indicator. On the main toolbar, select File > Patient Portal > Enroll Now. NextGen® Enterprise EHR sends the patient an enrollment invitation email and a text message notification about the invitation. Additionally, the patient's enrollment status changes to Patient Portal enrollment pendin

Help Guide for NextGen® Enterprise PM 8

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/YYYY Note: 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. For more information, go to NextGen Healthcare Success Community, and download the latest User Guide forNextGen®PxP Portal Site Generator. Deleted Account Deleted The practice has deleted the NextGen® PxP Portal account of the patient. When a patie

Enroll a Patient in NextGen® PxP Portal

Recommendations

Launch Patient Education Topics from a Template

Schedule a Delayed NextGen® PxP Portal Message

Patient Portal Trigger Overview

Set up Patient Portal Trigger

Enroll a Patient in NextGen® PxP Portal

Enrollment Status Indicators of Patients

Enroll a Patient in NextGen® PxP Portal

Launch Patient Education Topics from a Template

Schedule a Delayed NextGen® PxP Portal Message

Patient Portal Trigger Overview

Set up Patient Portal Trigger

Enroll a Patient in NextGen® PxP Portal

Enrollment Status Indicators of Patients