Bulk messages can be sent to care managers and patients with the completed or pending enrollment status.
- From the main toolbar, select the Inbox
button.
The Workflow window opens.
- Select Compose .
The Patient Portal Message window opens.
- Select the arrow on the To button, and then select Report Filter.
The report preferences open.
- Under Settings List, select Patient.
- Select Enable Patient Portal Status Filter, and perform one of the following:
- To generate a report of patients who are not enrolled in NextGen® PxP Portal, select Non Patient Portal Patients.
- To generate a report of all patients based on the enrollment status, do the following, select Patient Portal Patients, and then select a status from Patient Portal Patient Status.
- Select all other preferences as needed, and then select OK.
The patients found based on the reports results are added to the To field.
- Optional: To view the list of patients included in the report, double-click the report results in the To field.
- Close the Patient Set window and complete your message as needed.
