Set up Patient Portal Trigger

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. 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 appears. For more information about the mandatory f

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® 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

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 for NextGen® 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 pen

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Invitation Based Enrollment

If a patient has not enrolled in NextGen® PxP Portal, you can send enrollment invitation to the patient through email from NextGen® Enterprise EHR. The enrollment invitation is sent automatically when you provide certain mandatory information for a patient. A notification message for the enrollment invitation email is sent to the patient as a text message if they have provided a valid mobile number. Note: To enable sending notification for the enrollment invitation email as text message to patients with valid mobile number, you must select Enroll w/ SMS in the Patient Activation page in Site Generator. For more information, go to NextGen Healthcare Success Community, and download the latest User Guide for NextGen PxP Portal Site Generator. Automatic Invitation for Enrollment An enrollment invitation is automatically sent to a patient when all mandatory information is available. You can manage the automatic invitations for enrollment sent to patients. Send Enrollment Invitation Invite a

Set up Patient Portal Trigger

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