Save a Message as Draft

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Open the Message Compose Window

Open the Patient Portal Message window in one of the following ways: From the Do this Workflow module Select Compose Patient Lookup window Right-click an enrolled patient's record to select Patient Portal > Send Message File menu (after opening an enrolled patient's record) Select Patient Portal > Send Message You can also set up a trigger in a template to open the Patient Portal Message window from a template. For more information on setting up template triggers, go to NextGen Healthcare Success Community and download the latest Templates User Guide for NextGen® Enterprise EHR. Parent topic: Compose and Send Messages

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Configuring the Message Properties

The Properties tab on the Patient Portal Message window allows you to configure the following: Priority level Delayed delivery Read Receipt Do Not Reply Set Priority Level for a Message Set the Message Delivery Time You can schedule a NextGen® PxP Portal message when you compose it, send a draft, or send a message from a template. Request Read Receipts You can only enable the receipt option on NextGen® PxP Portal messages sent outside of your organization. Prevent Recipients from Replying You can block patients and care managers from being able to reply to a NextGen® PxP Portal message. Parent topic: Compose and Send Messages See also Reply to Messages Manage Your Responses

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Save a Message as Draft

On the NextGen® Enterprise PM main toolbar, select the Mailbox button. From the list in the upper-right corner of the window, select Patient Portal. Important: The Patient Portal option does not appear in the list if your NextGen® PxP Portal license is not available or has expired. A list of patient portal folders appears in the left pane. A list of messages appears in the right pane. Select the New Message button.. The Patient Portal Message window opens. Complete your message as required. From the Message menu, select Save Draft. You can find the saved messages under the Communications category, in the Drafts folder. Parent topic: Compose and Send Messages

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Request Read Receipts

From the main toolbar, select the Inbox button. The Workflow window opens. Select Compose. The Patient Portal Message window opens. When composing a message, select the Properties tab. Do one of the following actions: To receive a read receipt for the message that you are composing, select I would like a read receipt for this message. To apply the read receipt preference for all messages, select Set this preference for all messages. To receive a notification if the patient has not read your message within a time period, select I would like a notification if not read in, and then specify the time frame in hours. Parent topic: Configuring the Message Properties

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Manage Scheduled Messages

From the main toolbar, select the Inbox button. The Workflow window opens. Select Compose. The Patient Portal Message window opens. Under the Communications category, select the Scheduled folder. Optional: To update a scheduled message: Right-click the message, and then select Open. On the Patient Portal Message window, make any necessary changes. Save and close the window. Optional: To delete a scheduled message: Right-click the message, and then select Delete. When prompted, select Yes. Optional: To view the updated Scheduled folder, right-click the folder, and then select Refresh. Parent topic: Set the Message Delivery Time

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Set Practice Users or Groups as Recipients

From the main toolbar, select the Inbox button. The Workflow window opens. Select Compose. The Patient Portal Message window opens. Select the arrow on the To button, and then select Add User(s).The Select users and groups window opens. Enter the name of the user or group, and then select Search. From the search results, select the applicable recipients, and then select OK. Complete your message as required. Parent topic: Adding a Recipient See also Adding a Recipient

Save a Message as Draft

Recommendations

Open the Message Compose Window

Configuring the Message Properties

Save a Message as Draft

Request Read Receipts

Manage Scheduled Messages

Set Practice Users or Groups as Recipients

Save a Message as Draft

Open the Message Compose Window

Configuring the Message Properties

Save a Message as Draft

Request Read Receipts

Manage Scheduled Messages

Set Practice Users or Groups as Recipients