Version-Specific Enrollment Statuses After a Bulk Enrollment

Enrollment Status Before Upgrading to 6.2021.1	Enrollment Status After Upgrading to 6.2021.1 or above	Enrollment Status After Bulk Enrollment
Not Enrolled	Not Enrolled	Pending
Pending	Not Enrolled	Pending
Pending with Guardian	Not Enrolled	Pending
Completed	Not Enrolled	Pending
Completed with Guardian	Not Enrolled	Pending
Account locked	Not Enrolled	Pending
Practice Rejected	Not Enrolled	Pending
Patient Deferred	Not Enrolled	Deferred
Pending Self Enrollment (PIE: patient-initiated enrollment)	Not Enrolled	Pending
Pending Auto Enrollment (Patient completed temporary enrollment but has not logged on to activate the account)	Not Enrolled	Pending
Declines Enrollment	Not Enrolled	Declined
Revoked	Not Enrolled	Pending

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Mandatory Fields for Enrollment

The following demographic fields on the Add Patient Information window are mandatory for a patient to enroll in NextGen® PxP Portal. First Name Last Name Date of Birth Birth Sex Zip Code Email Address Parent topic: Invitation Based Enrollment See also Send Enrollment Invitation

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Version-Specific Enrollment Statuses After a Bulk Enrollment

Enrollment Status Before Upgrading to 6.2021.1 Enrollment Status After Upgrading to 6.2021.1 or above Enrollment Status After Bulk Enrollment Not Enrolled Not Enrolled Pending Pending Not Enrolled Pending Pending with Guardian Not Enrolled Pending Completed Not Enrolled Pending Completed with Guardian Not Enrolled Pending Account locked Not Enrolled Pending Practice Rejected Not Enrolled Pending Patient Deferred Not Enrolled Deferred Pending Self Enrollment (PIE: patient-initiated enrollment) Not Enrolled Pending Pending Auto Enrollment (Patient completed temporary enrollment but has not logged on to activate the account) Not Enrolled Pending Declines Enrollment Not Enrolled Declined Revoked Not Enrolled Pending Note: If the mandatory demographics information is not available for a patient, the patient does not receive the enrollment invitation and the enrollment status remains as Not Enrolled. Parent topic: Bulk Enrollment Invitation

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Bulk Enrollment Invitation

When a practice upgrades to NextGen® Enterprise 8 from NextGen® Enterprise 5.9.2020.1 or below versions, the enrollment status of all the patients changes to Not Enrolled. Note: To avail this feature, the practice must be using NextGen® Enterprise Patient Portal prior to 6.2021.1. The bulk enrollment invitation can be sent for one enrollment status at a time. You can request the NextGen Implementation Team to send bulk enrollment invitation to all the patients in the practice. You can also filter the patients based on age, enrollment date and appointment dates to send the enrollment invitations. Only the patients whose mandatory demographic information is available, receive the enrollment invitation. When a patient receives the enrollment invitation, their enrollment status changes to Pending. A patient whose mandatory demographic information is not available, does not receive the enrollment invitation, and their enrollment status remains as Not Enrolled. You can update the required de

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Enrollment Status Parameter Values

Status Value Description Pending 1 The enrollment request is reviewed and pending. Complete 2 The enrollment request has been completed by the patient. Accepted 3 The enrollment request has been accepted, and a new patient is created. Locked Out or Expired 4 The enrollment token has expired or the account has locked out and an email notification has been sent to the patient. Rejected 5 The enrollment request has been rejected by the practice. Forwarded 6 The enrollment request has been forwarded. Revoked 6 The enrollment request has been revoked. Not Enrolled 0 The enrollment request has not been submitted by the patient. PIE 7 The enrollment request is for patient-initiated enrollment. Declined 8 The enrollment has been declined by the patient. Guardian Pending 16 The enrollment request is pending with the guardian. Guardian Complete 32 The guardian has completed the enrollment. Bulk Enrolled Pending Activation 64 The patient has completed temporary enrollment (through bulk enrollment

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Enrollment Status Parameter Values

Status Value Description Pending 1 The enrollment request is reviewed and pending. Complete 2 The enrollment request has been completed by the patient. Accepted 3 The enrollment request has been accepted, and a new patient is created. Locked Out or Expired 4 The enrollment token has expired or the account has locked out and an email notification has been sent to the patient. Rejected 5 The enrollment request has been rejected by the practice. Forwarded 6 The enrollment request has been forwarded. Revoked 6 The enrollment request has been revoked. Not Enrolled 0 The enrollment request has not been submitted by the patient. PIE 7 The enrollment request is for patient-initiated enrollment. Declined 8 The enrollment has been declined by the patient. Guardian Pending 16 The enrollment request is pending with the guardian. Guardian Complete 32 The guardian has completed the enrollment. Bulk Enrolled Pending Activation 64 The patient has completed temporary enrollment (through bulk enrollment

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Bulk Enrollment Invitation

When a practice upgrades to NextGen® Enterprise 8 from NextGen® Enterprise 5.9.2020.1 or below versions, the enrollment status of all the patients changes to Not Enrolled. Note: To avail this feature, the practice must be using NextGen® Enterprise Patient Portal prior to 6.2021.1. The bulk enrollment invitation can be sent for one enrollment status at a time. You can request the NextGen Implementation Team to send bulk enrollment invitation to all the patients in the practice. You can also filter the patients based on age, enrollment date and appointment dates to send the enrollment invitations. Only the patients whose mandatory demographic information is available, receive the enrollment invitation. When a patient receives the enrollment invitation, their enrollment status changes to Pending. A patient whose mandatory demographic information is not available, does not receive the enrollment invitation, and their enrollment status remains as Not Enrolled. You can update the required de

Version-Specific Enrollment Statuses After a Bulk Enrollment

Recommendations

Mandatory Fields for Enrollment

Version-Specific Enrollment Statuses After a Bulk Enrollment

Bulk Enrollment Invitation

Enrollment Status Parameter Values

Enrollment Status Parameter Values

Bulk Enrollment Invitation

Mandatory Fields for Enrollment

Version-Specific Enrollment Statuses After a Bulk Enrollment

Bulk Enrollment Invitation

Enrollment Status Parameter Values

Enrollment Status Parameter Values

Bulk Enrollment Invitation