Loading...
Recommendations
Explore
Mandatory Fields for Enrollment
The following demographic fields on the
Add Patient Information
window are mandatory for a patient to enroll in
NextGen® PxP Portal
.
First Name
Last Name
Date of Birth
Birth Sex
Zip Code
Email Address
See also
Send Enrollment Invitation
Mandatory Fields for Enrollment
NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR
Invitation Based Enrollment
If a patient has not enrolled in NextGen® PxP Portal, you can send enrollment invitation to the patient through email from NextGen® Enterprise EHR. The enrollment invitation is sent automatically when you provide certain mandatory information for a patient. A notification message for the enrollment invitation email is sent to the patient as a text message if they have provided a valid mobile number. Note: To enable sending notification for the enrollment invitation email as text message to patients with valid mobile number, you must select Enroll w/ SMS in the Patient Activation page in Site Generator. For more information, go to NextGen Healthcare Success Community, and download the latest User Guide for NextGen PxP Portal Site Generator. Automatic Invitation for Enrollment An enrollment invitation is automatically sent to a patient when all mandatory information is available. You can manage the automatic invitations for enrollment sent to patients. Send Enrollment Invitation Invite a
NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM
Mandatory Fields for Enrollment
The following demographic fields on the Add Patient Information window are mandatory for a patient to enroll in NextGen® PxP Portal. First Name Last Name Date of Birth Birth Sex Zip Code Email Address Parent topic: Invitation Based Enrollment
NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM
Invitation Based Enrollment
If a patient has not enrolled in NextGen® PxP Portal, you can send enrollment invitation to the patient through email from NextGen® Enterprise EHR. The enrollment invitation is sent automatically when you provide certain mandatory information for a patient. A notification message for the enrollment invitation email is sent to the patient as a text message if they have provided a valid mobile number. Note: To enable sending notification for the enrollment invitation email as text message to patients with valid mobile number, you must select Enroll w/ SMS in the Patient Activation page in Site Generator. For more information, go to NextGen Healthcare Success Community, and download the latest User Guide for NextGen PxP Portal Site Generator. Automatic Invitation for Enrollment An enrollment invitation is automatically sent to a patient when all mandatory information is available. You can manage the automatic invitations for enrollment sent to patients. Send Enrollment Invitation Invite a
Help Guide for NextGen® Enterprise PM 8
Adding Person or Patient Details
To add a patient, you must first enter data for all mandatory fields of the complete the required fields on each tab of the Add Patient Information or Add Person Information window, and then for other fields required by your practice. A system administrator can configure the mandatory fields in Enterprise Preferences and Practice Preferences in File Maintenance. The Add Patient Information or Add Person Information window contains the following tabs: Demographics UDS Status - complete the practice and enterprise required fields Client Defined Provider Relations/Role Ext Pharmacy Chart Details After you enter data in the mandatory fields, you can save the information. Adding Information to Person or Patient Profiles You can enter the general, contact, demographic and insurance information for persons or patients on the Demographics tab. Add Demographics to Patient Profiles You can add a patient's demographic information through the Add Person Information window. Set up Patient Status Yo
NextGen® Enterprise EHR Help
Enroll a Patient in NextGen® PxP Portal
Before you begin Ensure that the patient portal must setup in File Maintenance and has a valid NextGen® PxP Portal license for your practice. If the patient is not enrolled in NextGen® PxP Portal, you can send an enrollment invitation email through NextGen® Enterprise EHR. For more information on NextGen® PxP Portal, go to NextGen Healthcare Success Community and download the latest NextGen®PxP Portal Provider Guide forNextGen®Enterprise EHR. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. To invite the patient for NextGen® PxP Portal enrollment, do one of the following: On the Patient Information Card (PIC), select Enroll Now next to the Not enrolled in Patient Portal indicator. On the main toolbar, select File > Patient Portal > Enroll Now. NextGen® Enterprise EHR sends the patient an enrollment invitation email and a text message notification about the invitation. Additionally, the patient's enrollment status changes to Patient Portal enrollment pendin
NextGen® Enterprise EHR Help
Enroll a Patient in NextGen® PxP Portal
Before you begin Ensure that the patient portal must setup in File Maintenance and has a valid NextGen® PxP Portal license for your practice. If the patient is not enrolled in NextGen® PxP Portal, you can send an enrollment invitation email through NextGen® Enterprise EHR. For more information on NextGen® PxP Portal, go to NextGen Healthcare Success Community and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. To invite the patient for NextGen® PxP Portal enrollment, do one of the following: On the Patient Information Card (PIC), select Enroll Now next to the Not enrolled in Patient Portal indicator. On the main toolbar, select File > Patient Portal > Enroll Now. NextGen® Enterprise EHR sends the patient an enrollment invitation email and a text message notification about the invitation. Additionally, the patient's enrollment status changes to Patient Portal enrollment pen
