Set Up Refresh Rate Preferences

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Manually Refresh the Portal Inbox

Use one of the following methods: Right-click in any Inbox view, and then on your keyboard, select F5. Right-click in any Inbox view to select Refresh Now. You can also set up the Inbox to refresh automatically. Parent topic: Common Tasks for NextGen PxP Portal Messages See also Set Up Refresh Rate Preferences

NextGen® Enterprise EHR Help

Set Up Refresh Rate Preferences

From the Patient Portal menu, select Preferences. On Patient Portal Preferences window, do one of the following: To refresh the unread messages when the Patient Portal tab is open, select On Window/Tab Open. This option refreshes the messages when the Patient Portal tab is the current tab when you open the Workflow Module window or the tab you select after the window is open. Note: This option is not intended to refresh more than one tab simultaneously. To refresh more than one tab simultaneously, use the timer preference. To refresh the unread messages after the specified time, select Every X Minute(s), and then select the arrow to enter a refresh interval in minutes (use integers only). This option refresh the unread messages whenever the Workflow Module window opens. Note: The timer runs whether the Patient Portal tab is open or not. Select OK. Parent topic: NextGen PxP Portal

NextGen® Enterprise EHR Help

Set Up NextGen® PxP Portal Refresh Rate Preferences

You can set up the refresh rate preference for the Patient Portal tab. From the Patient Portal menu, select Preferences. The Patient Portal Preferences window opens. On Patient Portal Preferences window, select one of the following: To refresh the unread messages when the Patient Portal tab is open, select On Window/Tab Open. This option refreshes the messages when the Patient Portal tab is the current tab when you open the Workflow Module window or the tab you select after the window is open. Note: This option is not intended to refresh more than one tab simultaneously. To refresh more than one tab simultaneously, use the timer preference. To refresh the unread messages after the specified time, select Every X Minute(s). This option refresh the unread messages whenever the Workflow Module window opens. The timer runs regardless of whether the Patient Portal tab is opened. Select arrow to enter the refresh interval in minutes. Use integers only. Select OK. Parent topic: NextGen PxP Por

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Common Tasks for NextGen® PxP Portal Messages

The following features are common across all types of messages: Forward messages or requests. Create tasks for messages or requests Manage messages of restricted patients Forward Messages and Requests You can forward every type of communication available in NextGen® PxP Portal Assign Tasks There are several ways to assign a task to a NextGen® PxP Portal message or request. Manage Your Responses You can use any of the different reply functions on messages that patients send through NextGen® PxP Portal. Manually Refresh the Portal Inbox You can manually update (refresh) your mailbox to view the latest NextGen® PxP Portal messages. Manage Messages from Excluded Patients If a patient is included in your exclusion list in System Administrator, you cannot read or view any messages from that patient. Set Up Refresh Rate Preferences You can configure your practice's rate preference for NextGen® PxP Portal. Sending and Adding a Message to the Patient's Chart Delete NextGen PxP Portal Messages a

NextGen® Enterprise EHR Help

Set up PAQ Refresh Preferences

You can set up the preferences for the PAQ items to refresh when required. From the Provider Approval Queue menu, select Preferences. The PAQ Preferences window opens, with the General tab in view. In the Refresh Items section, do one of the following: To refresh the items on the PAQ tab when it is open, select On Window/Tab Open. This option refreshes the PAQ when the PAQ tab is the current tab when you open the Workflow Module window or the tab you select after the window is open. This option is not intended to refresh more than one tab simultaneously. To set a timer for refreshing the PAQ when the Workflow Module window is open, select Every X Minute(s). Then select the up or down arrow to enter the refresh interval in minutes. Use integers only. Note: You cannot enter a number lower than the value entered in the Provider Approval Queue Universal Preference for the Minimum Refresh Rate for PAQ. If the value set in Universal Preferences is greater than 99, you cannot change it. 99 is

NextGen® Enterprise EHR Help

Set up PAQ Refresh Preferences

You can set up the preferences for the PAQ items to refresh when required. From the Provider Approval Queue menu, select Preferences. The PAQ Preferences window opens, with the General tab in view. In the Refresh Items section, do one of the following: To refresh the items on the PAQ tab when it is open, select On Window/Tab Open. This option refreshes the PAQ when the PAQ tab is the current tab when you open the Workflow Module window or the tab you select after the window is open. This option is not intended to refresh more than one tab simultaneously. To set a timer for refreshing the PAQ when the Workflow Module window is open, select Every X Minute(s). Then select the up or down arrow to enter the refresh interval in minutes. Use integers only. Note: You cannot enter a number lower than the value entered in the Provider Approval Queue Universal Preference for the Minimum Refresh Rate for PAQ. If the value set in Universal Preferences is greater than 99, you cannot change it. 99 is

Set Up Refresh Rate Preferences

Recommendations

Manually Refresh the Portal Inbox

Set Up Refresh Rate Preferences

Set Up NextGen® PxP Portal Refresh Rate Preferences

Common Tasks for NextGen® PxP Portal Messages

Set up PAQ Refresh Preferences

Set up PAQ Refresh Preferences

Manually Refresh the Portal Inbox

Set Up Refresh Rate Preferences

Set Up NextGen® PxP Portal Refresh Rate Preferences

Common Tasks for NextGen® PxP Portal Messages

Set up PAQ Refresh Preferences

Set up PAQ Refresh Preferences