Add a Message to the Chart

From the	Do this
Workflow module	Select a message and select To Chart.
Inbox of a message category	Right-click a message, select Add to Encounter, and then select one of the following encounter types: Add to New Encounter (Locked) Add to New Encounter (Unlocked) Add to/Update Original Encounter The message is charted to a new unlocked encounter if it has not been charted using this option. The message is charted to the last used encounter if previously charted using this option. Add to an encounter with a specific date and time This option is available only if the message is already added to the chart. The message is added to the patient's chart. A check mark appears next to the message in the Communications window.
Patient Portal Message window (when composing, replying to, or forwarding)	Select the arrow on Send & Chart, and then select a charting option: Add to New Encounter (Locked) Add to New Encounter (Unlocked) Add to/Update Original Encounter Do not add to the chart

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Sending and Adding a Message to the Patient's Chart

When sending a message to a NextGen® PxP Portal user, if you select Send & Chart, the message is added to the patient's chart by default after it is sent. You can select one of the following encounter types as the default encounter type: New Locked Encounter New Unlocked Encounter Existing Unlocked Encounter For more information about setting up the default encounter type, go to NextGen Healthcare Success Community and download the latest Configuration Guide for NextGen® PxP Portal . The default encounter type is used only when you do not select a specific encounter or encounter type when charting a message. The Send & Chart button in the Patient Portal Messages window provides you the following options to chart a message: Add to New Encounter (Locked): The message is charted to a new encounter and the encounter is locked. Add to New Encounter (Unlocked): The message is charted to a new encounter and the encounter remains unlocked. Add to Original Unlocked Encounter: The following step

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Manage Your Responses

If you are responding to a message that is sent to a distribution list you belong to, you can reply only after you take ownership of the message. Note: You can see all communication sent and received through the NextGen® PxP Portal for a selected patient in one view with the Patient-Specific View button. From the main toolbar, select the Inbox button. The Workflow window opens. Select the Patient Portal tab. The Communications, Prescriptions, Appointments, and Online Forms folders appear in the left pane. The messages appear in the right pane. Do one the following actions: To reply to the sender, select Reply. The To field fills in with the name of the person from whom you received the message. If the patient sent you the message, the patient's name appears. To reply to the patient, on Reply, select the arrow next to Reply, and then select To Patient. The patient's name fills in the To field. To reply to everyone, select the arrow next to Reply, and then select To All. Either enter you

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Compose and Send Messages

Before you begin Ensure that the Patient Messaging online solution is active in Site Generator so that messages sent from NextGen® Enterprise applications can reach the patient's NextGen® PxP Portal mailbox. When you or your co-workers initiate a message, the Category column displays Practice Initiated in the Outbox grid view. For messages that are sent as replies to practice initiated messages, the Category column is blank. Remember to set the Do Not Reply option if you do not want the recipients to be able to respond. From the main toolbar, select the Inbox button. The Workflow window opens. Select Compose. The Patient Portal Message window opens. Enter the Subject of the message. In the message field, do one of the following: Enter your message. Select a standard response Enter a recipient. Optional: To change the sender, select the arrow next to From, and select an option. Optional: To add attachments, select the Attachments tab. Optional: To configure message properties, select th

NextGen® Enterprise EHR Help

Send Message using NextGen® PxP Portal

You can send messages to an enrolled patient using Patient Portal. You can compose and send messages using Patient Portal to an enrolled patient or an internal user or group. In NextGen Care® Population Management Hub, do one of the following: From the Cohorts tab, run a report. From the My Lists tab, run a list. From the Appointment Book tab, filter the patients. The patient list appears in the patient grid. In the patient grid, select the check box next to the patient's name. From Message, select Patient Portal. The Patient Portal Message window opens. From the To list, select a recipient. In Subject, enter the subject of the mail. From the From list, select the sender's name. The online profiles you belong to appear in the From list. Under the message section, enter a message or insert a standard response. Note: The appearance of the Standard Responses window is controlled from the right-click menu. If required, perform any of the following actions: Set the message properties Add at

NextGen® Enterprise EHR Help

Send Message using NextGen® PxP Portal

You can send messages to an enrolled patient using Patient Portal. You can compose and send messages using Patient Portal to an enrolled patient or an internal user or group. In NextGen Care® Population Management Hub, do one of the following: From the Cohorts tab, run a report. From the My Lists tab, run a list. From the Appointment Book tab, filter the patients. The patient list appears in the patient grid. In the patient grid, select the check box next to the patient's name. From Message, select Patient Portal. The Patient Portal Message window opens. From the To list, select a recipient. In Subject, enter the subject of the mail. From the From list, select the sender's name. The online profiles you belong to appear in the From list. Under the message section, enter a message or insert a standard response. Note: The appearance of the Standard Responses window is controlled from the right-click menu. If required, perform any of the following actions: Set the message properties Add at

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Manage Your Responses

If you are responding to a message that is sent to a distribution list you belong to, you can reply only after you take ownership of the message. Note: You can see all communication sent and received through the NextGen® PxP Portal for a selected patient in one view with the Patient-Specific View button. On the NextGen® Enterprise PM main toolbar, select the Mailbox button. From the list in the upper-right corner of the window, select Patient Portal. Important: The Patient Portal option does not appear in the list if your NextGen® PxP Portal license is not available or has expired. A list of patient portal folders appears in the left pane. A list of messages appears in the right pane. Do one the following actions: To reply to the sender, select Reply. The To field fills in with the name of the person from whom you received the message. If the patient sent you the message, the patient's name appears. To reply to the patient, on Reply, select the arrow next to Reply, and then select To P

Add a Message to the Chart

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