View Portal Messages

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Apply Filters and View Inbox Messages

NextGen® Enterprise Patient Portal displays all received and sent messages in the corresponding folders by default. However, you can apply filters and review specific timeline messages. You can also apply the filters in the following scenarios: When Patient-Specific View is turned on. When applying filters from the Display list. When assigning as Delegates. Open NextGen® Enterprise EHR, and then select Inbox. In the Workflow window, select Patient Portal tab. The Inbox section opens under Communications. To view specific inbox messages, right-click anywhere in Inbox, and then select from the following: Include Read Items Include Replied-To Items Include Completed Items Include Items Accepted by Others The corresponding messages appear based on the selected filters. Parent topic: Managing Patient Communications from NextGen PxP Portal

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® PxP Portal Provider Guide for NextGen® Enterprise EHR

Managing Patient Communications from NextGen® PxP Portal

You can manage the messages exchanged between you and the patients or practice users. You can view all communication sent and received through the NextGen® PxP Portal in a single view for the selected patient, by turning on Patient-Specific View. The count of unread or unsent messages in the Communications, Prescriptions, and Appointments folders refreshes every time you switch between the full view and patient-specific view. You can use the Display list to filter and review specific timeline messages. By default, the last three months messages are displayed. The Display list in the Workflow window Note: The Display filter list is not available for the Drafts and Scheduled folders under Communications. View Portal Messages You can open and review the NextGen® PxP Portal messages in the NextGen Healthcare applications. Message Statuses in the Inbox and Outbox View List of Patient Portal Inbox and Outbox message statuses and their meanings. Apply Filters and View Inbox Messages You can a

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Manage Workflow Tasks As a Delegate

As a delegate, you can sign off on workflow tasks, such as scheduling appointments. For more information about assigning delegates and logging on to NextGen® Enterprise as delegates, go to NextGen Healthcare Success Community and download the latest Workflow Module Guide for NextGen® Enterprise EHR. On the main toolbar, select the Inbox button. The Workflow window opens. Select the Patient Portal tab. The Communications, Prescriptions, Appointments, and Online Forms folders appear in the left pane. The messages appear in the right pane. Select the user list, and select the provider or user for whom you are the delegate. The Patient Portal mailbox for the provider or user opens. View the messages and perform necessary actions. Note: When you accept a message as a delegate, you become the owner of the message, and not the out-of-office user. Optional: To view all the communications sent and received through NextGen® PxP Portal for the selected patient in one view, select the Patient-Spec

NextGen® Enterprise EHR Help

NextGen® PxP Portal

NextGen® PxP Portal NextGen® PxP Portal The NextGen® PxP Portal messages window opens in the Patient Portal tab in the Workflow module. Note: The Patient Portal tab does not appear if the NextGen® PxP Portal license has expired. This window provides the following message categories to manage correspondence of patients enrolled in NextGen® PxP Portal. Communications. Enables you to view, send, draft (save unsent messages), and respond to patient's messages. Prescriptions. Enables you to view and respond to patient's prescription requests. Appointments. Enables you to view and respond to patient's appointment requests. Online Forms. Enables you to review and import patient's completed online forms. You can also add these items to a patient’s chart. To view all communication sent and received through NextGen® PxP Portal in one view for the selected patient, you can select the Patient-Specific toggle. The count of unread or unsent messages in the Communications, Prescriptions, and Appointm

NextGen® Enterprise EHR Help

NextGen® PxP Portal

NextGen® PxP Portal NextGen® PxP Portal The NextGen® PxP Portal messages window opens in the Patient Portal tab in the Workflow module. Note: The Patient Portal tab does not appear if the NextGen® PxP Portal license has expired. This window provides the following message categories to manage correspondence of patients enrolled in NextGen® PxP Portal. Communications. Enables you to view, send, draft (save unsent messages), and respond to patient's messages. Prescriptions. Enables you to view and respond to patient's prescription requests. Appointments. Enables you to view and respond to patient's appointment requests. Online Forms. Enables you to review and import patient's completed online forms. You can also add these items to a patient’s chart. To view all communication sent and received through NextGen® PxP Portal in one view for the selected patient, you can select the Patient-Specific toggle. The count of unread or unsent messages in the Communications, Prescriptions, and Appointm

View Portal Messages

Before you begin

Recommendations

Apply Filters and View Inbox Messages

Common Tasks for NextGen® PxP Portal Messages

Managing Patient Communications from NextGen® PxP Portal

Manage Workflow Tasks As a Delegate

NextGen® PxP Portal

NextGen® PxP Portal

Apply Filters and View Inbox Messages

Common Tasks for NextGen® PxP Portal Messages

Managing Patient Communications from NextGen® PxP Portal

Manage Workflow Tasks As a Delegate

NextGen® PxP Portal

NextGen® PxP Portal