Before you begin
You must have access to run SQL jobs in the database server.
Bulk invitations can only be sent for one enrollment status at a time. You can also filter the patients based on age, enrollment date, and appointment dates to determine who receives the enrollment invitation.
A request can be made to have the NextGen Healthcare Implementation Team send enrollment invitations to patient accounts that are in several different enrollment statuses in one bulk process.
- Open SQL Server Management Studio in the database server.
The Connect to Server window opens.
- Enter the credentials and select Connect.
The Microsoft SQL Server Management Studio window opens.
- In the Object Explorer pane, expand .
- Right-click the bulk enrollment job and select Properties.
The name of the bulk enrollment job is <Database name> - bulk invites enrollment.
The Job Properties window opens.
- In the Select a page pane, select Steps.
A step appears in the
Job step list section.
- Select the step and select Edit.
The following bulk enrollment script appears in the
Command box.
DECLARE @legacy_enrolment_status smallint= 1, @practice_id varchar(4)=NULL, @no_of_records_to_fetch int=NULL,@carry_forward_patient_response_indBIT=1, @min_age int=NULL, @max_age int=NULL,@appointment_start_date date=NULL, @appointment_end_date date=NULL,@encounter_start_date datetime=NULL, @encounter_end_date datetime=NULL
EXEC ng_sp_pxp_save_pxp_enrollment @legacy_enrolment_status,@Practiceid, @no_of_records_to_fetch, @carry_forward_patient_response_ind,@min_age, @max_age, @appointment_start_date, @appointment_end_date,@encounter_start_date, @encounter_end_date
Note: You can provide the paramerter values in the DECLARE script replacing the NULL/default value or you can provide the parameter values in the EXEC script and run.
- Enter the parameter values to send the bulk enrollment invitation.
- To send the enrollment invitation to the patients in all the practices in an enterprise, enter value in the following parameter.
@legacy_enrolment_status smallint= 1
Example: @legacy_enrolment_status smallint= 2
Note: @legacy_enrolment_status is a mandatory parameter.
- To send the enrollment invitation to the patients in a particular practice, enter values in the following parameters.
@legacy_enrolment_status smallint= 1, @practice_id varchar(4)=NULL
Example: @legacy_enrolment_status smallint= 2, @practice_id varchar(4)=0001
- To send the enrollment invitation to a certain number of patients in a practice, enter values in the following parameters.
@legacy_enrolment_status smallint= 1, @practice_id varchar(4)=NULL, @no_of_records_to_fetch int=NULL
Example: @legacy_enrolment_status smallint= 2, @practice_id varchar(4)=0001, @no_of_records_to_fetch int=1000
If you use this script, the enrollment invitation is sent to the same number of the last modified patients as the value provided for @no_of_Records_to_fetch parameter. For example, if the parameter value is 1000, the enrollment invitation is sent to the last 1000 modified patients.
- To send the enrollment invitation to a certain number of patients in an enterprise, enter values in the following parameters.
@legacy_enrolment_status smallint= 1, @no_of_records_to_fetch int=NULL
Example: @legacy_enrolment_status smallint= 2, @no_of_records_to_fetch int=1000
- To restrict migration of enrollment responses, use the following script:
@legacy_enrolment_status smallint= 1, @practice_id varchar(4)=NULL, @no_of_records_to_fetch int=NULL,@carry_forward_patient_response_indBIT=1 where the value for the parameter @carry_forward_patient_response_ind must be '0'.
Example:
@legacy_enrolment_status smallint= 2, @practice_id varchar(4)=0001, @no_of_records_to_fetch int=1000,@carry_forward_patient_response_indBIT=0
Note: The default value for @carry_forward_patient_response_indBIT is 1 and the enrollment responses will be migrated by default.
- To send the enrollment invitation to patients of a certain age group, enter values in the following parameters.
@legacy_enrolment_status smallint= 1,@min_age int=NULL, @max_age int=NULL
Example:
@legacy_enrolment_status smallint=2, @min_age int=25, @max_age int=45
Note: The filter query executes only when you provide both the minimum and maximum age values. Null value is not acceptable.
- To send the enrollment invitations to patients having appointments between a specific date range, enter values in the following parameters.
@legacy_enrolment_status smallint= 1,@appointment_start_date date=NULL, @appointment_end_date date=NULL
Example:
@legacy_enrolment_status smallint= 2,@appointment_start_date date=01-01-2020, @appointment_end_date date=12-31-2020
Important: You must provide the start date and end date in the YYYY-MM-DD format. The filter query executes only when you provide both start date and end date values. Null value is not acceptable.
- To send the enrollement invitations to patients having encounters between a specific date range, enter values in the following parameters.
@legacy_enrolment_status smallint= 1, @encounter_start_date=NULL, @encounter_end_date=NULL
Example:
@legacy_enrolment_status smallint= 2, @encounter_start_date = 01-01-2017, @encounter_end_date = 12-31-2020
Important: You must provide the start date and end date in the YYYY-MM-DD format. You can also give the timestamp of the encounter in the HH:MM:SS.SSS format. The filter query executes only when you provide both start date and end date values. Null value is not acceptable.
- Select OK.
The Job Properties window opens.
- Select OK.
- Right-click the bulk enrollment job and select Start Job at Step.
The enrollment invitation is sent to the patients based on the parameter values entered in step 7.
If the enrollment invitation fails, to view the error, you can right select
<Database name> - bulk invites enrollment and select
View History.
Only the patients whose mandatory demographic information is available, receive the enrollment invitation. When a practice upgrades to version NextGen® Enterprise 8 from NextGen® Enterprise 5.9.2020.1 or below, the enrollment status changes. A patient whose mandatory demographic information is not available, does not receive the enrollment invitation, and their enrollment status remains as is.
