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Set Up
NextGen® Mobile
on First Logon
Install
NextGen® Mobile
from the
App Store®
.
Open
NextGen® Mobile
.
A message appears requesting permission to use your mobile features.
Turn on permissions for the following:
Contacts
Calendar
Camera
Microphone
Touch ID®
Face ID®
Note:
You can use face recognition or fingerprint to easily open
NextGen® Mobile
. You can turn on or turn off
Face ID
and
Touch ID
from
Settings
.
Notifications
Create a PIN with four to six digits.
Note:
If you forget your PIN, you must reinstall
NextGen® Mobile
. You can change your PIN from
Settings
.
To log on, enter the username and password, and then select
Log in
or, if applicable,
Log in with an invitation code
.
Two Factor Authentication
opens.
Select
SMS Authentication
(text message) or
Email Authentication
.
NextGen® Mobile
sends a one-time password (OTP) as a text message or email.
Enter the verification code, and then select
Verify
.
In
Set Defaults
, select the provider and location, and then select
Done
.
NextGen® Mobile
opens.
Set Up NextGen® Mobile on First Logon
NextGen® Mobile Help
Set Up NextGen® Mobile on First Logon
Install NextGen® Mobile from the App Store®. Open NextGen® Mobile. A message appears requesting permission to use your mobile features. Turn on permissions for the following: Contacts Calendar Camera Microphone Touch ID® Face ID® Note: You can use face recognition or fingerprint to easily open NextGen® Mobile. You can turn on or turn off Face ID and Touch ID from Settings. Notifications Create a PIN with four to six digits. Note: If you forget your PIN, you must reinstall NextGen® Mobile. You can change your PIN from Settings. To log on, enter the username and password, and then select Log in or, if applicable, Log in with an invitation code. Two Factor Authentication opens. Select SMS Authentication (text message) or Email Authentication. NextGen® Mobile sends a one-time password (OTP) as a text message or email. Enter the verification code, and then select Verify. In Set Defaults, select the provider and location, and then select Done. NextGen® Mobile opens. Parent topic: Prerequisit
NextGen® Mobile Help
Prerequisites for Using NextGen® Mobile
To use NextGen® Mobile seamlessly, you must do the following: Apply NextGen® Enterprise API licenses. Set up System Administrator and File Maintenance permissions and configurations. Link the NextGen® Enterprise user credentials to your provider in NextGen® Mobile Cloud Portal. The following table lists the minimum and recommended requirements for using NextGen® Mobile: Requirement Minimum Recommended iOS® version iOS® 16 iOS® 18 Mobile digital device Apple® iPhone® 8 or above Apple® iPod touch® 7th generation Apple® iPad® 5th generation or above Apple® iPhone® 12 or above Apple® iPad® 9th generation or above Network bandwidth for the standard functions 10 Mbps 10 Mbps or above Network bandwidth for the ambient functions 15 Mbps 15 Mbps or above Network bandwidth for downloads 20 Mbps 20 Mbps or above You can view the OS version of your device by opening General > Settings > About. Note: You can update the iOS® version on your device in the Software Update section in General. Set Up Ne
NextGen® Mobile Help
Log on to the NextGen® Mobile Cloud Portal
After you set up as a NextGen® Mobile Cloud Portal user, you receive an email with username and a secure link to set up your password. After setting up the password, you can log on to the NextGen® Mobile Cloud Portal with your username and password. Two-factor authentication (2FA) is mandatory for the first log on, logging from a new browser, or a browser that is not been saved to the NextGen® Mobile Cloud Portal for cookie-based authentication. In a web browser, open the URL of the NextGen® Mobile Cloud Portal. The logon page opens. Enter your username and password, and then select Sign In. Two Factor Authentication opens. Select SMS Authentication (text message) or Email Authentication. Note: If your mobile number is not linked with your account, you must register it with the country code. NextGen® Mobile Cloud Portal sends a one-time password (OTP) as a text message or email. Two-factor authentication view Enter the six-digits activation code, and then select Verify. Note: The OTP i
NextGen® Mobile Help
Log on to the NextGen® Mobile Cloud Portal
After you set up as a NextGen® Mobile Cloud Portal user, you receive an email with username and a secure link to set up your password. After setting up the password, you can log on to the NextGen® Mobile Cloud Portal with your username and password. Two-factor authentication (2FA) is mandatory for the first log on, logging from a new browser, or a browser that is not been saved to the NextGen® Mobile Cloud Portal for cookie-based authentication. In a web browser, open the URL of the NextGen® Mobile Cloud Portal. The logon page opens. Enter your username and password, and then select Sign In. Two Factor Authentication opens. Select SMS Authentication (text message) or Email Authentication. Note: If your mobile number is not linked with your account, you must register it with the country code. NextGen® Mobile Cloud Portal sends a one-time password (OTP) as a text message or email. Two-factor authentication view Enter the six-digits activation code, and then select Verify. Note: The OTP i
NextGen® Mobile Help
Add Existing Users to Clinics
Open NextGen® Mobile Cloud Portal. Select Manage Clinics, and then select Users. Select Add Existing User.The Select User page in Add Existing User Wizard opens and lists available users. Search for and select a user, and then select Next.The Verify Data page opens. In NextGen Username, enter the username to ensure that the NextGen® Enterprise username is linked in NextGen® Mobile Cloud Portal.The additional information fields are automatically filled. In Active Directory Account, search for and then select a directory.You can link your active directory account with the NextGen® Mobile account. If you deactivate the Active Directory account, the NextGen® Mobile account is automatically deactivated. In Additional Information, verify and update the user information if needed, and then select Next.The Verify Notification Preferences page opens. In Notification Categories and Notification Medium, select the necessary checkboxes, and then select Create User. You can schedule a date and time
NextGen® Mobile Help
Add Existing Users to Clinics
Open NextGen® Mobile Cloud Portal. Select Manage Clinics, and then select Users. Select Add Existing User.The Select User page in Add Existing User Wizard opens and lists available users. Search for and select a user, and then select Next.The Verify Data page opens. In NextGen Username, enter the username to ensure that the NextGen® Enterprise username is linked in NextGen® Mobile Cloud Portal.The additional information fields are automatically filled. In Active Directory Account, search for and then select a directory.You can link your active directory account with the NextGen® Mobile account. If you deactivate the Active Directory account, the NextGen® Mobile account is automatically deactivated. In Additional Information, verify and update the user information if needed, and then select Next.The Verify Notification Preferences page opens. In Notification Categories and Notification Medium, select the necessary checkboxes, and then select Create User. You can schedule a date and time
