NextGen Knowledge Center

Send Interactive Medical History Forms as Attachments

Before you begin

You must set up Interactive Medical History (IMH) in the following:
  • File Maintenance; for more information, go to NextGen Healthcare Success Community and download the latest Configuration Guide for NextGen® PxP Portal.
  • NextGen® PxP Portal Integration Tool; for more information, contact the NextGen Healthcare Implementation team.
Patients can complete and submit IMH forms online through NextGen® PxP Portal. Optionally, they can also print out, complete, and submit the forms when they visit your practice.
  1. In the NextGen® Enterprise EHR top toolbar, select Patient .
    The Patient Lookup window opens.
  2. 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.
  3. From the main toolbar, select the Inbox button.
    The Workflow window opens.
  4. Select Compose.
    The Patient Portal Message window opens.
  5. Add the recipient.
  6. Select the Attachments tab.
  7. Select the Add Interactive Medical Forms button.
  8. In the Add An Attachment window, under Interactive Medical Forms, select a form.
  9. Select OK.
    The selected forms appear on the Attachments tab.
  10. Select the Message tab, and then select Send & Chart.
    The patient receives a secure communication message with a link to access the IMH form.
Send Interactive Medical History Forms as Attachments