Manage Workflow Tasks As a Delegate

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Delegates for Out of Office User

If the NextGen® PxP Portal option is selected for a delegate of an out of office user, the delegate can perform the following on behalf of the out-of-office user: View and manage messages of the out-of-office user. If you are a delegate for an out-of-office user who is part of a routing policy, you can log on as the delegate and accept, release, and reassign messages from the inbox of the out-of-office user. When you accept a message as a delegate, you become the owner of the message, and not the out-of-office user. For more information about assigning delegates and logging on to NextGen® Enterprise as delegates, go to NextGen Healthcare Success Community and download the latest Workflow Module Guide for NextGen® Enterprise EHR. Assigning NextGen PxP Portal Workflow Tasks to Delegates You can assign NextGen® PxP Portal workflow tasks to added delegates of providers. Manage Workflow Tasks As a Delegate If you are a delegate for an out-of-office NextGen® PxP Portal user who is part of a

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Assigning NextGen® PxP Portal Workflow Tasks to Delegates

When you add delegates for out-of-office users and providers, you can also assign them NextGen® PxP Portal workflow tasks. The delegates can then sign off and complete the NextGen® PxP Portal workflow tasks on behalf of the out-of-office user or provider. In the Work Flow Manager: Administrator window, when you add a delegate in the Work Flow tab, the system selects the check box for the NextGen® PxP Portal column by default. If you do not want to assign NextGen® PxP Portal workflow tasks, you can clear the check box. For more information on assigning delegates, go to NextGen Healthcare Success Community and download the latest Workflow Module Guide for NextGen® Enterprise EHR. Parent topic: Delegates for Out of Office User

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Reply to Integrated Appointment Requests

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. You must also ensure that appointment features are set up correctly in File Maintenance. If your practice has enabled the real-time schedule feature, patients can select an available time slot and book the appointment themselves. For more information on appointment scheduling, go to NextGen Healthcare Success Community and download the Appointment Scheduling User Guide for NextGen® Enterprise PM. 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 lef

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® 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

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

Manage Workflow Tasks As a Delegate

Recommendations

Delegates for Out of Office User

Assigning NextGen® PxP Portal Workflow Tasks to Delegates

Reply to Integrated Appointment Requests

View Portal Messages

NextGen® PxP Portal

Managing Patient Communications from NextGen® PxP Portal

Delegates for Out of Office User

Assigning NextGen® PxP Portal Workflow Tasks to Delegates

Reply to Integrated Appointment Requests

View Portal Messages

NextGen® PxP Portal

Managing Patient Communications from NextGen® PxP Portal