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 File menu, select .
The Send documents window opens.
- Do one of the following:
- Select the documents that you want to send to the patient’s NextGen® PxP Portal account.
- To search for a specific document, in Search, enter the document name and select the document.
- To search for a document based on document types, from Filter, select a document type, and then select the document you want to send.
- To select a file from your computer, select Browse.
- To enter a context, do one of the following:
- In the Comments box, enter your comment.
- Right-click the Comment box, select Insert Standard Response, and then select Practice Defined or Customized to add a standard response.
Note: You can enter a maximum of 1000 characters in the Comments box.
- To send the document, select OK.
A message states that the document is in the 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.
