NextGen Knowledge Center

Reply to Non-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.

If your practice chooses not to integrate NextGen® PxP Portal with appointment events and resources, your scheduling staff can manually match the time requested by the patient with the available slots. When a patient requests an appointment using this format, the request comes to the Appointment Inbox.
  1. From the main toolbar, select the Inbox button.
    The Workflow window opens.
  2. 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.
  3. Double-click the message.
  4. In the Appointment Request window, select Send Reply.
  5. In the Suggested Appointment, Time section, select the appropriate option, and then change the date and time.
  6. Optional: To include an interactive medical form, under Interactive Medical Forms, select Browse to add a form.
  7. In the Reply section, either enter your comments or add a standard response.
  8. Do one of the following actions:
    • To book and add it to a new locked encounter, select Book & Chart.
    • Select the arrow next to Book & Chart, and then select an appropriate option from the list.
Reply to Non-Integrated Appointment Requests