Enrollment Status in NextGen® Enterprise EHR

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Enrollment Status in NextGen® Enterprise PM

A patient's enrollment status indicates the state of the enrollment of the patient in NextGen® PxP Portal. You can view the patient's enrollment status in the following locations in NextGen® Enterprise PM. Patient Information Bar Daily tab on the Appointment Book window Appointment Information window Add Patient Information window Add Person Information window Modify Patient Information window Modify Person information window Patient Lookup window Person Lookup window NextGen® Enterprise PM footer Patient information section on the Patient Chart Enrollment Status Indicators of Patients You can view and update the enrollment statuses of patients. Enrollment Status in Reports The enrollment statuses of patients are displayed in multiple NextGen® Enterprise PM reports. Parent topic: Inviting Patients for Enrollment

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Inviting Patients for Enrollment

An enrollment invitation email is automatically sent after the mandatory demographic information is available on the Add Patient Information or Modify Patient Information windows. You also have the option to manually send enrollment invitations. You can send enrollment invitations to: Patients who have patient charts in your practice in NextGen® Enterprise EHR People with no encounters or patient charts; such as, a healthcare provider acting on behalf of a patient or a parent acting on behalf of a child. After the invitation is sent, the patient's enrollment status changes to Pending. Audit events appear in the Audit Report Tool when the patient receives the enrollment invitation email or a patient response is removed. Note: The Temporarily Unavailable icon indicates that the API service is currently not available. You are able to view the current enrollment status after the service is restored. Enrollment Methods You can send enrollment invitations to patients in NextGen® PxP Portal i

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Enrollment Status Indicators of Patients

NextGen® PxP Portal has the following enrollment status indicators. Status Icon Tool Tip Description Not enrolled Not Enrolled in Patient Portal The patient is not enrolled in NextGen® PxP Portal. Not enrolled Aged Out The patient is aged out and the enrollment of guardian is revoked. Pending Patient Portal enrollment pending The practice has initiated the patient's enrollment, but the patient has not completed the enrollment. Completed Completed Enrollment Last Login Date MM/DD/YYYY HH:MM:SS Note: The last logon information appears only when the icon is available for selecting. The patient has completed the enrollment. Deactivated Patient Portal deactivated The practice has deactivated the NextGen® PxP Portal account of the patient. If the account is activated again, the enrollment status changes to Completed. For more information, go to NextGen Healthcare Success Community, and download the latest Site Generator User Guide for NextGen® PxP Portal. Deleted Patient Portal account delet

Help Guide for NextGen® Enterprise PM 8

Viewing Patient Portal Enrollment Status

You can view the NextGen® PxP Portal enrollment status on the Add Person Information and Add Patient Information windows in NextGen® Enterprise EHR and NextGen® Enterprise PM if the practice uses NextGen® PxP Portal. You can select the NextGen® PxP Portal enrollment status icon to open the Patient Portal Enrollment window. For more information, go to NextGen Healthcare Success Community, and download the NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR or the NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM. Parent topic: Adding Information to Person or Patient Profiles

Help Guide for NextGen® Enterprise PM 8

NextGen® PxP Portal Enrollment Status

The NextGen® PxP Portal enrollment status indicates the patient's current NextGen® PxP Portal enrollment. In NextGen® Enterprise PM, the enrollment status appears in the following sections of the Appointment Book window: Daily tab. Appointment Information window. For more information, go to NextGen Healthcare Success Community and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM. Parent topic: Add an Appointment

Help Guide for NextGen® Enterprise PM 8

NextGen® PxP Portal Enrollment Status

The NextGen® PxP Portal enrollment status indicates the patient's current NextGen® PxP Portal enrollment. In NextGen® Enterprise PM, the enrollment status appears in the following sections of the Appointment Book window: Daily tab. Appointment Information window. For more information, go to NextGen Healthcare Success Community and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM. Parent topic: Add Appointments

Enrollment Status in NextGen® Enterprise EHR

Recommendations

Enrollment Status in NextGen® Enterprise PM

Inviting Patients for Enrollment

Enrollment Status Indicators of Patients

Viewing Patient Portal Enrollment Status

NextGen® PxP Portal Enrollment Status

NextGen® PxP Portal Enrollment Status

Enrollment Status in NextGen® Enterprise PM

Inviting Patients for Enrollment

Enrollment Status Indicators of Patients

Viewing Patient Portal Enrollment Status

NextGen® PxP Portal Enrollment Status

NextGen® PxP Portal Enrollment Status