Before you begin
You must add the required documents and images to a patient's chart. The documents and images that are added to the patient's encounter include items, such as:
- Emails
- Growth charts
- Local files
- Patient Education Materials
You can also send NextGen® Document Management images, and SAP Crystal Reports as attachments in communication messages. For more information on NextGen® Enterprise EHR documents, go to NextGen Healthcare Success Community and download the latest the Layout and Preferences Guide for NextGen® Enterprise EHR.
CAUTION:
If the size exceeds the limit, a message lists the documents that exceeding 15 MB. These documents are not sent to the
NextGen® PxP Portal.
In System Administrator, you can set the size limit for documents that are sent to NextGen® PxP Portal. For more information, go to NextGen Healthcare Success Community and download the latest System Administrator Guide for NextGen® Enterprise.
- In the NextGen® Enterprise EHR top toolbar, select Patient
.
The Patient Lookup window opens.
- Search for and select a NextGen® PxP Portal enrolled patient. For more information on searching for a patient, go to NextGen Healthcare Success Community and download the latest Patient Demographics Guide for NextGen® Enterprise.
Note: The patient must have an unlocked encounter or you must create an encounter.
- On the Categories tab, select the options
icon in the relevant document row, and then select Send to Patient Portal.
Note: If you are sending documents to a patient with the Pending enrollment status, a message appears stating that the patient has not completed the enrollment and may not be able to view the documents.
The Patient Portal Document Export window opens.
- Enter a comment or add a standard response.
- Select Send.
If the document contains annotations, and the
Send Annotations With Image check box is not selected in Practice Preferences, the
Send Annotations? window opens to confirm if you want to send annotations with the document. For more information on configuring the annotations for images, go to
NextGen Healthcare Success Community and download the latest
Configuration Guide for NextGen® PxP Portal.
- Select OK.
The documents are sent to
NextGen® PxP Portal and added to the document history. The
Sent to NextGen® PxP Portal 
icon appears on the right side of the document name after it is sent to
NextGen® PxP Portal.
