Apply Filters and View Inbox Messages

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

View Portal Messages

Before you begin For NextGen® Enterprise messages to reach NextGen® PxP Portal, you must ensure the following in Site Generator: Patient Messaging online solution is active Provider's are configured in Administrator Setup/Access Location is configured in Interface Setup For more information, go to NextGen Healthcare Success Community, and download the Site Generator User Guide for NextGen® PxP Portal. The last three months messages are displayed by default. On 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. Optional: To view all the communication sent and received for the selected patient, select Patient-Specific View. Note: The count of unread or unsent messages in the Communications, Prescriptions, and Appointments folders refreshes every time you switch between full view and patient-specific vie

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Apply Filters and View Inbox Messages

NextGen® Enterprise Patient Portal displays all received and sent messages in the corresponding folders by default. However, you can apply filters and review specific timeline messages. You can also apply the filters in the following scenarios: When Patient-Specific View is turned on. When applying filters from the Display list. When assigning as Delegates. Open NextGen® Enterprise PM, and then select Mailbox. The Inbox opens in the NextGen Mailbox window. To view specific inbox messages, right-click anywhere in Inbox, and then select from the following: Include Read Items Include Replied-To Items Include Completed Items Include Items Accepted by Others The corresponding messages appear based on the selected filters. Parent topic: Managing Communication Messages

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Managing Patient Communications from NextGen® PxP Portal

You can manage the messages exchanged between you and the patients or practice users. You can view all communication sent and received through the NextGen® PxP Portal in a single view for the selected patient, by turning on Patient-Specific View. The count of unread or unsent messages in the Communications, Prescriptions, and Appointments folders refreshes every time you switch between the full view and patient-specific view. You can use the Display list to filter and review specific timeline messages. By default, the last three months messages are displayed. The Display list in the Workflow window Note: The Display filter list is not available for the Drafts and Scheduled folders under Communications. View Portal Messages You can open and review the NextGen® PxP Portal messages in the NextGen Healthcare applications. Message Statuses in the Inbox and Outbox View List of Patient Portal Inbox and Outbox message statuses and their meanings. Apply Filters and View Inbox Messages You can a

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Managing Communication Messages

The Communications category in the NextGen® PxP Portal Mailbox allows you to manage messages exchanged between you and the patient. To see all communication sent and received through the NextGen® PxP Portal in one view for the selected patient, you can select the Patient-Specific View toggle. The count of unread or unsent messages in the Communications and Appointments folders refreshes every time you switch between full view and patient-specific view. You can use the Display list to filter and review specific timeline messages. By default, the last three months messages are displayed. You can do the following: Collaborate Messages Received by Distribution Lists. Accept Messages. Release Messages. Release Messages Accepted by Other Users. Reply to Messages You Accepted. Reassign Messages to Other Routing Policies. Compose and Send Messages. View Failed Messages Forward Messages. Create Tasks. View Portal Communications You can access the messages sent by patients from NextGen Mailbox.

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Managing NextGen® PxP Portal Appointment Requests

The Appointments category in the Patient Portal Mailbox enables you to view and respond to the appointment requests that patients send from NextGen® PxP Portal. You can use the Display list to filter and review specific timeline messages. By default, the last three months messages are displayed. You can see all communication sent and received through the NextGen® PxP Portal in one view for the selected patient, you can select the Patient-Specific View toggle. The count of unread or unsent messages in the Communications and Appointments folders refreshes every time you switch between full view and patient-specific view. Depending upon your licensing and configuration options, you can: Accept NextGen® Enterprise PM -Integrated appointment requests. Reply to NextGen® Enterprise PM -Integrated appointment requests. Accept Non- NextGen® Enterprise PM Integrated appointment requests. Reply to Non- NextGen® Enterprise PM Integrated appointment requests. Ensure that the appointment features ar

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

View Portal Communications

On the NextGen® Enterprise PM main toolbar, select Mailbox . The NextGen Mailbox window opens. 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. The Mailbox folders having unread messages appear in bold type along with the number of unread messages in parentheses. To view all the communication sent and received for the selected patient, select Patient-Specific View. Note: The count of unread or unsent messages in the Communications and Appointments folders refreshes every time you switch between full view and patient-specific view. To view specific timeline messages that are older than three months, select from the Display list. Note: The Display filter list is not available for the Drafts and Scheduled folders under Commun

Apply Filters and View Inbox Messages

Recommendations

View Portal Messages

Apply Filters and View Inbox Messages

Managing Patient Communications from NextGen® PxP Portal

Managing Communication Messages

Managing NextGen® PxP Portal Appointment Requests

View Portal Communications

View Portal Messages

Apply Filters and View Inbox Messages

Managing Patient Communications from NextGen® PxP Portal

Managing Communication Messages

Managing NextGen® PxP Portal Appointment Requests

View Portal Communications