NextGen® PxP Portal 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 enrolled in NextGen® PxP Portal (Completed Enrollments) and patients that have signed up for NextGen® PxP Portal but have not completed their enrollment (Pending Enrollment). The report displays with the new rebranded logo.
Patient Portal Enrollment Summary Report	Allows you view the count of pending and completed enrollments of patients with the new rebranded logo.
Patient Online Forms Report	Enables you to view how many online form requests were sent through NextGen® PxP Portal for a specific date range. The report displays with the new rebranded logo.
Patient Portal Messages Sent by User Report	Shows how many communication messages were sent to patients by a user, and how many "bulk messages" (that is, a broadcast message sent to a large number of patients) were sent by a user along with the new rebranded logo.
Patient Portal Deceased Patients Report	Allows you view the patients’ details whose enrollment status is Completed and Expired as of a specified date. The report displays a maximum of 1000 patient records at a time. For more information, about this report, go to NextGen Healthcare Success Community and download the latest NextGen Configuration Guide for NextGen® PxP Portal.
Patient Portal Inactive Patients Report	Displays the patient's details based on a specified last NextGen® PxP Portal login date and last NextGen® Enterprise EHR encounter date if: The patients have not visited the practice for a specified amount of time (by verifying the last encounter date) The patients have not logged on to their NextGen® PxP Portal account for a specified amount of time (by verifying the patient's last login date). The report displays a maximum of 1000 patient records at a time. For more information, about this report, go to NextGen Healthcare Success Community and download the latest NextGen Configuration Guide for NextGen® PxP Portal. Note: Both Patient Portal Deceased Patients report and Patient Portal Inactive Patients report appear in a separate miscellaneous folder. The Audit Report Tool tracks the bulk enrollment events. For more information, go to NextGen Healthcare Success Community and download the latest Advanced Auditing Events Matrix Guide for NextGen® Enterprise.

NextGen® Enterprise EHR Help

SAP Crystal Reports for NextGen® Enterprise EHR

NextGen® Enterprise EHR includes a set of all standard SAP Crystal Reports. The files reside in the Distributed Reports folder on your server and must be copied to your designated folders in your NextGenRoot folder when upgrading to NextGen Enterprise 5.6 or higher. All EHR Crystal Reports have the new rebranded NextGen logo except for the e-requests and claims. The Ohio RxPrint report in the state specific report and the new consolidated report has the new logo. The standard header and footer on all reports have the new logo. CAUTION: If you use the SQL Server 2012 database with the SQL Server Native Client 11.0 driver to connect to the database, the SAP Crystal Reports functionality may not work properly. It is a known issue with SAP Crystal Reports. To ensure that you can run your SAP Crystal Reports, use the SQL Server Native Client 10.0 driver to connect to the SQL Server 2012 database. NextGen® Enterprise EHR includes the following SAP Crystal Reports: Report Description Medicati

NextGen® Enterprise EHR Help

NextGen® PxP Portal

NextGen® PxP Portal NextGen® PxP Portal The NextGen® PxP Portal messages window opens in the Patient Portal tab in the Workflow module. Note: The Patient Portal tab does not appear if the NextGen® PxP Portal license has expired. This window provides the following message categories to manage correspondence of patients enrolled in NextGen® PxP Portal. Communications. Enables you to view, send, draft (save unsent messages), and respond to patient's messages. Prescriptions. Enables you to view and respond to patient's prescription requests. Appointments. Enables you to view and respond to patient's appointment requests. Online Forms. Enables you to review and import patient's completed online forms. You can also add these items to a patient’s chart. To view all communication sent and received through NextGen® PxP Portal in one view for the selected patient, you can select the Patient-Specific toggle. The count of unread or unsent messages in the Communications, Prescriptions, and Appointm

NextGen® Enterprise EHR Help

NextGen® PxP Portal Accounts Report Considerations

The NextGen® PxP Portal Account Status Report includes information about NextGen® PxP Portal users. When you generate the NextGen® PxP Portal Account Status Report, you can select the following enrollment statuses to display on the report: Not Enrolled Pending Completed Account Deleted Deactivated Declined Deferred You can generate a summary report or a detail report. The summary report includes a count of users for each status that you include in the report. In addition, the detail report also includes the following information for each user: Account status Person name Person number Phone number Email address When enrollment completed The NextGen® PxP Portal Enrollment Summary Report includes the number of pending and complete enrollments for the NextGen® PxP Portal. The NextGen® PxP Portal Online Forms Report includes details about forms used in the NextGen® PxP Portal. When you generate the NextGen® PxP Portal Online Forms Report, you can select the status codes to display on the re

NextGen® Enterprise EHR Help

Viewing Patient's NextGen® PxP Portal Enrollment Status

If the practice is part of NextGen® PxP Portal, you can view the patient's NextGen® PxP Portal enrollment status on the Patient Information Card (PIC). If the patient is not enrolled in NextGen® PxP Portal, you can send an enrollment invitation email. Note: The patient enrollment status indicator is available only when the NextGen® PxP Portal license is active. For more information, go to NextGen Healthcare Success Community and download the latest NextGen®PxP Portal Provider Guide forNextGen®Enterprise EHR. The following are the patient's enrollment status indicators. Indicator Tooltip Description Not enrolled in Patient Portal Declined enrollment in Patient Portal Patient Portal enrollment pending Patient Portal deactivated Patient Portal account deleted Patient Portal temporarily unavailable Completed Enrollment Note: Also displays the patient's last login date and time. Enroll a Patient in NextGen PxP Portal You can send a NextGen® PxP Portal enrollment invitation email to the pati

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

NextGen® Enterprise EHR Help

View the Patient Portal History Details

When you send a NextGen® Enterprise EHR patient chart item such as a document, image, or SAP® Crystal Reports® to a NextGen® PxP Portal, the system creates an audit trail. The system also records when the patient opens the item from the NextGen® PxP Portal. Open NextGen® Enterprise EHR, and select a NextGen® PxP Portal enrolled patient from the Patient Lookup window. To view the history details of an item sent to NextGen® PxP Portal, do one of the following: Select the Encounter History tab, Select an encounter, and select the button to open the Encounter Details window. Select the item to view the details, and select the button. Encounter History Tab with Menu Button Select the Categories tab, To view a category item, do one of the following: Select List View from the list. Select Tree View from the list. To expand all categories; select a category, select Category Options, and select Expand All Categories. To expand the selected category, select . Select a category item to view the p

NextGen® PxP Portal SAP Crystal Reports

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