Common Tasks for NextGen® PxP Portal 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

Common Tasks for NextGen® PxP Portal Messages

The following features are common across all types of messages: Forward messages or requests. Create tasks for messages or requests Manage messages of restricted patients Forward Messages and Requests You can forward every type of communication available in NextGen® PxP Portal Assign Tasks There are several ways to assign a task to a NextGen® PxP Portal message or request. Manage Your Responses You can use any of the different reply functions on messages that patients send through NextGen® PxP Portal. Manage Messages from Excluded Patients If a patient is included in your exclusion list in System Administrator, you cannot read or view any messages from that patient. Manually Refresh the Portal Inbox You can manually update (refresh) your mailbox to view the latest NextGen® PxP Portal messages. Archive Messages and Requests You can move NextGen® PxP Portal items to an archived folder, but cannot delete them from the system. Parent topic: Managing Communication Messages

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Manage Messages from Excluded Patients

Messages or requests from the excluded patients appear as restricted. You can forward the restricted messages to the users who have permissions to view the messages of such patients. For more information about including and excluding patients at the user level, go to NextGen Healthcare Success Community and download the latest version of System Administrator Guide for NextGen® Enterprise. 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. Select the restricted message.A message explains that you do not have access. Select OK.The Forward Item window opens. Select the required user or user group. If you cannot find a user or group, enter a search string in the field provided, and then select Search. In Message, enter your note for the user.Your message also appears in the History section, prefaced

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 EHR

Assign Tasks

Depending on the location and type of message or request, some selection options may not be available. For more information about working with tasks, go to NextGen Healthcare Success Community and download the latest Practice Workflow User Guide for NextGen® Enterprise EHR. Perform one of the following actions: Select a message from a mailbox in Patient Portal messages and select To Do. Right-click a Patient Portal message, and then select Send Task To. Open a message request or an online form, and then select Send Task. The New Task window opens. Select the required Date. Select the Priority. Optional: Update the Subject and Description. Select Assign To. The Select Task Recipients window opens. Select the check boxes next to each user and/or group receiving the task, and then select Add. Select OK. You are returned to the New Task window. Select Add to assign the task. Parent topic: Common Tasks for NextGen PxP Portal Messages See also Reply to Prescription Requests

NextGen® Enterprise EHR Help

NextGen® PxP Portal

NextGen® PxP Portal NextGen® PxP Portal The NextGen® PxP Portal messages window opens in the Patient Portal tab in the Workflow module. Note: The Patient Portal tab does not appear if the NextGen® PxP Portal license has expired. This window provides the following message categories to manage correspondence of patients enrolled in NextGen® PxP Portal. Communications. Enables you to view, send, draft (save unsent messages), and respond to patient's messages. Prescriptions. Enables you to view and respond to patient's prescription requests. Appointments. Enables you to view and respond to patient's appointment requests. Online Forms. Enables you to review and import patient's completed online forms. You can also add these items to a patient’s chart. To view all communication sent and received through NextGen® PxP Portal in one view for the selected patient, you can select the Patient-Specific toggle. The count of unread or unsent messages in the Communications, Prescriptions, and Appointm

Common Tasks for NextGen® PxP Portal Messages

Recommendations

View Portal Messages

Common Tasks for NextGen® PxP Portal Messages

Manage Messages from Excluded Patients

Managing Patient Communications from NextGen® PxP Portal

Assign Tasks

NextGen® PxP Portal

View Portal Messages

Common Tasks for NextGen® PxP Portal Messages

Manage Messages from Excluded Patients

Managing Patient Communications from NextGen® PxP Portal

Assign Tasks

NextGen® PxP Portal