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.
- 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.
- From the main toolbar, select the Inbox
button.
The Workflow window opens.
- Select Compose.
The Patient Portal Message window opens.
- Add the recipient.
- Select the Attachments tab.
- Select the Add Interactive Medical Forms button.
- In the Add An Attachment window, under Interactive Medical Forms, select a form.
- Select OK.
The selected forms appear on the Attachments tab.
- Select the Message tab, and then select Send & Chart.
The patient receives a secure communication message with a link to access the IMH form.
