NextGen® PxP Portal

NextGen® Enterprise EHR Help

Workflow Module Layout and Features

The Workflow module for NextGen® Enterprise EHR connects you to your tasks, PAQ, appointments, message manager view, email, and NextGen® PxP Portal messages on one multi-functional window. Workflow module layout and features describes to access Workflow module and the module window tabs and sections, toolbar, icons, hot keys, and spell checker. Access the Workflow Module Procedure to access the Workflow module. Workflow Toolbar Workflow Icons Description for the Workflow icons. Workflow Hot Keys Description for the Workflow hot keys for easy tab switching. Spelling Checker Spelling checker in the Workflow module provides the capability to check and correct the spellings. Workflow Module Tabs and Sections Explains the tabs and sections in the Workflow module. NextGen PxP Portal Enrollment Status Icon The icon indicates the status of the patient's enrollment in NextGen® PxP Portal. Module Buttons and Lab Results Link Description for the Module buttons and Lab results link. Daily Appointm

NextGen® Enterprise EHR Help

Open NextGen® PxP Portal Inbox

You can open the NextGen® PxP Portal message window in NextGen® Enterprise EHR Workflow module. Open the Workflow module. The Workflow window opens. Select the Patient Portal tab. Note: The Patient Portal tab does not appear if the NextGen® PxP Portal license has expired. The Patient Portal inbox opens. Select the user list, and then select the provider or user that you are a delegate for. The Patient Portal inbox opens for the selected provider or user. To see all communication sent and received through the NextGen® PxP Portal in one view for the selected patient, select the Patient-Specific View toggle. Parent topic: NextGen PxP Portal

NextGen® Enterprise EHR Help

Workflow Module

The Workflow module provides the functionality for: Clinical tasking Set up clinical tasking preferences. View, accept, decline, reject, complete, create, update, reply to, assign or reassign, remove or restore tasks. Respond to refill requests that ePrescribing (eRX) generates. Accept and manage electronic prior authorizations (ePAs). Set up workflow delegates and out-of-the-office status. Provider Approval Queue (PAQ) Set up PAQ preferences and custom rules. Accept, sign off, reject, reassign, or task PAQ items. Send documents to NextGen® PxP Portal. Link NextGen® Document Management images to an open order. Add a patient to a recall list. Appointments Set up appointment viewing preferences. View patient appointments for multiple providers and resources that were scheduled through NextGen® Enterprise PM. Create appointments in NextGen® Enterprise EHR if you have View by Provider display setting enabled. Update, cancel, or remove appointments created in NextGen® Enterprise EHR. Check

NextGen® Enterprise EHR Help

Set Up NextGen® PxP Portal Refresh Rate Preferences

You can set up the refresh rate preference for the Patient Portal tab. From the Patient Portal menu, select Preferences. The Patient Portal Preferences window opens. On Patient Portal Preferences window, select one of the following: To refresh the unread messages when the Patient Portal tab is open, select On Window/Tab Open. This option refreshes the messages when the Patient Portal tab is the current tab when you open the Workflow Module window or the tab you select after the window is open. Note: This option is not intended to refresh more than one tab simultaneously. To refresh more than one tab simultaneously, use the timer preference. To refresh the unread messages after the specified time, select Every X Minute(s). This option refresh the unread messages whenever the Workflow Module window opens. The timer runs regardless of whether the Patient Portal tab is opened. Select arrow to enter the refresh interval in minutes. Use integers only. Select OK. Parent topic: NextGen PxP Por

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

If the Patient Portal trigger action is Enrollment, you can set up a NextGen® PxP Portal account for the selected patient through NextGen® Enterprise EHR. For more information on the enrollment process, 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. For more information, see Select a Template.. Select the Patient Portal trigger on the applicable field. The following actions are triggered depending on the patient status: If the patient status is Not Enrolled and all mandatory patient information fields are filled, a NextGen® PxP Portal enrollment invitation email is sent to the patient. If the patient status is Not Enrolled and any mandatory fields are empty, a message with the missing patient information appea

NextGen® PxP Portal

Recommendations

Workflow Module Layout and Features

Open NextGen® PxP Portal Inbox

Workflow Module

Set Up NextGen® PxP Portal Refresh Rate Preferences

Set up Patient Portal Trigger

Enroll a Patient in NextGen® PxP Portal

Workflow Module Layout and Features

Open NextGen® PxP Portal Inbox

Workflow Module

Set Up NextGen® PxP Portal Refresh Rate Preferences

Set up Patient Portal Trigger

Enroll a Patient in NextGen® PxP Portal