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 left pane. The messages appear in the right pane.
- Optional: Select the Patient-Specific View option.
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.
- Optional: To filter the messages, select an option from the Display list.
- Double-click an appointment request.
Note: You can forward an appointment request or assign tasks by sending the appointment request to another user within your organization.
- Select Schedule Appt.
The Appointment Search Ahead window opens. Based on the time slot requested by the patient, a list of available times display. If the time and date requested by the patient is not available, you can reply without scheduling an appointment.
- Select an event from the list.
- In Available Timeslots, double-click a suitable slot.
To find other available time slots, change the search criteria, and then select Find.
The Add Appointment window opens.
- Optional: Select the Recall/Waitlist tab to add a recall plan.
- Select OK.
The
Respond to Patient window opens.
Note: If the selected time is incorrect, select Change Appointment. On the Cancel Appointment window, from the Cancellation Reason list, select a reason for the cancellation, and select Yes. The Appointment Search Ahead window opens. Repeat steps 7-12 to select another slot to book, or close all windows to exit.
- Do one of the following.
- To book the appointment and add it to a new locked encounter, select Book & Chart.
- Select the arrow next to Book & Chart and select the desired option from the list.
Note: When you create an appointment with a past date, the email notification for "booked appointment" is not sent to patient's NextGen® PxP Portal mailbox.
