NextGen® PxP Portal Accounts Report Considerations

NextGen® Enterprise EHR Help

Select Enrollment Statuses to Include in the NextGen® PxP Portal Account Status Report

In the Report Dialog window, select the NextGen® PxP Portal enrollment report. To open the Enter Parameter Values window, select Preview. To set the period for the report, select the Start Date and End Date. Do one of the following: To select the enrollment status, select a value from the Available Values list in the Select Enrollment Status section, and then select the right arrow. To select all of the statuses, highlight the statuses in the Available Values section, and then select the double-arrow. To remove a status from the Selected Values list, select the status then select Remove. Note: To remove all statuses, select Remove All. From the Select Report Type list, select the type of report to generate. To save your selections, select OK. Parent topic: Special Considerations when Generating NextGen Enterprise EHR Crystal Reports

NextGen® Enterprise EHR Help

Select Parameters for the NextGen® PxP Portal Online Forms Report

After the 5.9.2021.1 release, no new data will be available in the NextGen® PxP Portal Online Forms reports. In the Report Dialog window, select the NextGen® PxP Portal Online Forms report and select Preview. The Enter Parameter Values window opens. Select Start Date and End Date. Do one of the following: To select a single status code, in the Select Specific Status Code(s) section, select a value in Available Values, and then select the right arrow. To select all of the statuses, highlight the statuses in the Available Values section, and then select the double-arrow. To remove a status from Selected Values, select Remove or Remove All. Select the type of report to generate from the list. To save your selections, select OK. Parent topic: Special Considerations when Generating NextGen Enterprise EHR Crystal Reports

NextGen® Enterprise EHR Help

Special Considerations when Generating NextGen® Enterprise EHR Crystal Reports

When you generate NextGen® Enterprise EHR Crystal Reports in the Report Dialog, the following special notes and considerations help you process reports more efficiently. ePCS Prescriptions Report Considerations ePCS Auditable Events Report Considerations NextGen PxP Portal Accounts Report Considerations Select Enrollment Statuses to Include in the NextGen PxP Portal Account Status Report You can generate a NextGen® PxP Portal Account Status report using the enrollment status of patients. Select Parameters for the NextGen PxP Portal Online Forms Report Parent topic: Use the Report Dialog to Generate and Print SAP Crystal Reports

NextGen® Enterprise EHR Help

NextGen® PxP Portal SAP Crystal Reports

NextGen® PxP Portal includes the following SAP Crystal Reports: Field Description Patient Portal Account Status Report Allows you view either a summary or details of the status of enrollments to the NextGen® PxP Portal. For either report type, you can choose the enrollment statuses to include in the report. The detailed report includes the name, contact information, and dates for each enrollee, and the rebranded logo. Patient Portal Appointments and Forms Report Allows you view how many appointment requests were received for each practice line and how many patient forms were imported into NextGen® PxP Portal for a specific date range with the rebranded logo. Patient Portal Communications Report Allows you track incoming messages that patients have sent through the patient portal and where these messages are being routed to within a specified date range. The report displays with the new rebranded logo. Patient Portal Enrollment Report Allows you view the number of people who have enroll

Help Guide for NextGen® Enterprise PM 8

Viewing Patient Portal Enrollment Status

You can view the NextGen® PxP Portal enrollment status on the Add Person Information and Add Patient Information windows in NextGen® Enterprise EHR and NextGen® Enterprise PM if the practice uses NextGen® PxP Portal. You can select the NextGen® PxP Portal enrollment status icon to open the Patient Portal Enrollment window. For more information, go to NextGen Healthcare Success Community, and download the NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR or the NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM. Parent topic: Adding Information to Person or Patient Profiles

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 Accounts Report Considerations

Recommendations

Select Enrollment Statuses to Include in the NextGen® PxP Portal Account Status Report

Select Parameters for the NextGen® PxP Portal Online Forms Report

Special Considerations when Generating NextGen® Enterprise EHR Crystal Reports

NextGen® PxP Portal SAP Crystal Reports

Viewing Patient Portal Enrollment Status

Enroll a Patient in NextGen® PxP Portal

Select Enrollment Statuses to Include in the NextGen® PxP Portal Account Status Report

Select Parameters for the NextGen® PxP Portal Online Forms Report

Special Considerations when Generating NextGen® Enterprise EHR Crystal Reports

NextGen® PxP Portal SAP Crystal Reports

Viewing Patient Portal Enrollment Status

Enroll a Patient in NextGen® PxP Portal