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 File menu, select .
   
    The Send Interactive Medical Forms window opens.
   
 
  - 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.