NextGen Knowledge Center

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.

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.

  1. Ask your system administrator which NextGen® Enterprise EHR template and field to use.
  2. In NextGen® Enterprise EHR, select the template that contains the Patient Portal trigger, and then select OK to open it.
  3. Execute the Patient Portal trigger on the applicable field.
    The Patient Portal Message window opens, with the Message tab open.

  4. Enter the name of the recipient and the subject.
  5. Compose the message.
    You can create a new message or select a customized or standard response.
  6. Select the Properties tab.
  7. Select the applicable priority, read receipt, and reply options.
  8. To enable the scheduling options, select the Delayed Delivery check box, and then do one of the following:
    • To set the delay in hours, days, weeks, and months, do one of the following:
      • From the first list, select the time interval.
      • From the second list, select Hours, Days, Weeks, or Months, and specify the number.
    • Enter a specific delivery date and time.

      You can select a delivery date from the calendar list.

  9. If needed, to add a document, interactive medical form, template, or file, select the Attachments tab.
  10. On the toolbar, select Schedule.
    The scheduled message appears in the Patient Portal > Communications > Scheduled folder. If you have access rights, you can open and update or delete a scheduled message in the Scheduled folder.
Related concepts
Selecting a Template