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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
.
Manually Refresh the Portal Inbox
You can manually update (refresh) your mailbox to view the latest
NextGen® PxP Portal
messages.
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.
Set Up Refresh Rate Preferences
You can configure your practice's rate preference for
NextGen® PxP Portal
.
Sending and Adding a Message to the Patient's Chart
Delete NextGen PxP Portal Messages and Requests
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 EHR
Managing Attachments in Secure Communications
Secure communication messages with attachments appear in your mailbox with an attachment icon. The Attachments column can be grouped so that all messages with attachments display at the top of the list. You can also drag and change the position of the columns in your mailbox. When you open a message with attachments, the Attachments tab displays the number of attachments in the message. Patients can send a maximum five attachments from NextGen® PxP Portal in the .jpeg, .jpg, .bmp, .pdf, .doc, .docx, .txt, .tif, and .tiff formats. The NextGen® PxP Portal supports attachments up to a two megabytes. Create a Category to Store Patient Attachments You can you can use an existing NextGen® PxP Portal document manager categories or create one in File Maintenance. Add Attachments from a Patient to Their Chart You can preview attachments received from patients to decide whether to include it in their chart. Print Secure Attachments from a Patient You can reproduce message attachments directly fr
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
