NextGen Knowledge Center

Send Interactive Medical History Forms from the File Menu

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 File menu, select Patient Portal > Interactive Medical Forms > Send Form.
    The Send Interactive Medical Forms window opens.
  4. Select the IMH forms that you want to send to the patient, and then select OK.
    The patient receives a secure communication message with a link to access the IMH form.
Send Interactive Medical History Forms from the File Menu