Archive Messages and Requests

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

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

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Manage Messages from Excluded Patients

Messages or requests from the excluded patients appear as restricted. You can forward the restricted messages to the users who have permissions to view the messages of such patients. For more information about including and excluding patients at the user level, go to NextGen Healthcare Success Community and download the latest version of System Administrator Guide for NextGen® Enterprise. On the NextGen® Enterprise PM main toolbar, select the Mailbox button. From the list in the upper-right corner of the window, select Patient Portal. Important: The Patient Portal option does not appear in the list if your NextGen® PxP Portal license is not available or has expired. A list of patient portal folders appears in the left pane. A list of messages appears in the right pane. Select the restricted message.A message explains that you do not have access. Select OK.The Forward Item window opens. Select the required user or user group. If you cannot find a user or group, enter a search string in

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Delete NextGen® PxP Portal Messages and Requests

Open Inbox. Select a message or request and select Remove to delete. A confirmation window opens. Select Yes to delete the item. The item is sent to the corresponding Archived folder (Inbox, Appointments, etc.). Note: You cannot delete items in an Archived folder. Parent topic: Common Tasks for NextGen PxP Portal Messages See also View Portal Messages

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

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. 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. Manually Refresh the Portal Inbox You can manually update (refresh) your mailbox to view the latest NextGen® PxP Portal messages. Archive Messages and Requests You can move NextGen® PxP Portal items to an archived folder, but cannot delete them from the system. Parent topic: Managing Communication Messages

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Manage Scheduled Messages

On the NextGen® Enterprise PM main toolbar, select the Mailbox button. From the list in the upper-right corner of the window, select Patient Portal. Important: The Patient Portal option does not appear in the list if your NextGen® PxP Portal license is not available or has expired. A list of patient portal folders appears in the left pane. A list of messages appears in the right pane. Select the New Message button.. The Patient Portal Message window opens. Under the Communications category, select the Scheduled folder. Optional: To update a scheduled message: Right-click the message, and then select Open. On the Patient Portal Message window, make any necessary changes. Save and close the window. Optional: To delete a scheduled message: Right-click the message, and then select Delete. When prompted, select Yes. Optional: To view the updated Scheduled folder, right-click the folder, and then select Refresh. Parent topic: Set the Message Delivery Time

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Manage Messages from Excluded Patients

Messages or requests from the excluded patients appear as restricted. You can forward the restricted messages to the users who have permissions to view the messages of such patients. For more information about including and excluding patients at the user level, go to NextGen Healthcare Success Community and download the latest version of System Administrator Guide for NextGen® Enterprise. From 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 restricted message.A message explains that you do not have access. Select OK.The Forward Item window opens. Select the required user or user group. If you cannot find a user or group, enter a search string in the field provided, and then select Search. In Message, enter your note for the user.Your message also appears in the History section, prefaced

Archive Messages and Requests

Recommendations

Manually Refresh the Portal Inbox

Manage Messages from Excluded Patients

Delete NextGen® PxP Portal Messages and Requests

Common Tasks for NextGen® PxP Portal Messages

Manage Scheduled Messages

Manage Messages from Excluded Patients

Manually Refresh the Portal Inbox

Manage Messages from Excluded Patients

Delete NextGen® PxP Portal Messages and Requests

Common Tasks for NextGen® PxP Portal Messages

Manage Scheduled Messages

Manage Messages from Excluded Patients