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Attach Interactive Medical Forms
Attach Interactive Medical Forms
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.
After composing a message, select the
Attachments
tab.
The
Attachments
window opens.
On the
Attachments
tab, select
.
On the
Add An Attachment
window, under
Interactive Medical Forms
, select a form.
Select
OK
.
The selected forms appear on the
Attachments
tab.
NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM
Attach a Document
When you attach a document from the patient's chart, it is added to the NextGen® PxP Portal document history after the message is sent. You can also include documents saved on your computer in a message. 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. Select the Attachments tab. The Attachments window opens. Optional: To attach a document such as a Microsoft® Word®, Adobe® Acrobat®, image, text, or HTML file from your computer, on the Attachments tab, select Word button, and then select a file. To include a document from the patient's chart, on the Attachments tab, select Add an a
NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM
Attaching Documents to Messages
You can attach the following types of documents to your messages: Document from a patient's chart Interactive Medical Forms Note: To attach a document such as a Microsoft® Word®, Adobe® Acrobat®, image, text, or HTML file from your computer, on the Attachments tab, you can select and then select a file. The patient receives a notification for a message with multiple attachments after all the attachments are processed. The message displays the status of each attachment. If an attachment fails to process, its status appears as failed. If an attachment is being processed, its status appears as in process. Attach a Document You can send independent documents as attachments in a NextGen® PxP Portal message. Attach Interactive Medical Forms You can select from a list of forms to include in a NextGen® PxP Portal message. Parent topic: Compose and Send Messages
NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR
Attach Interactive Medical Forms
From the main toolbar, select the Inbox button. The Workflow window opens. Select Compose. The Patient Portal Message window opens. After composing a message, select the Attachments tab.The Attachments window opens. On the Attachments tab, select the add an interactive form button. On the Add An Attachment window, under Interactive Medical Forms, select a form. Select OK.The selected forms appear on the Attachments tab. Parent topic: Attaching Documents to Messages See also Attaching Documents to Messages
NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR
Send Interactive Medical History Forms as Attachments
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 main toolbar, select the Inbox button. The Workflow windo
NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM
Manage Your Responses
If you are responding to a message that is sent to a distribution list you belong to, you can reply only after you take ownership of the message. Note: You can see all communication sent and received through the NextGen® PxP Portal for a selected patient in one view with the Patient-Specific View button. 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. Do one the following actions: To reply to the sender, select Reply. The To field fills in with the name of the person from whom you received the message. If the patient sent you the message, the patient's name appears. To reply to the patient, on Reply, select the arrow next to Reply, and then select To P
NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM
View Portal Communications
On the NextGen® Enterprise PM main toolbar, select Mailbox . The NextGen Mailbox window opens. 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. The Mailbox folders having unread messages appear in bold type along with the number of unread messages in parentheses. To view all the communication sent and received for the selected patient, select Patient-Specific View. Note: The count of unread or unsent messages in the Communications and Appointments folders refreshes every time you switch between full view and patient-specific view. To view specific timeline messages that are older than three months, select from the Display list. Note: The Display filter list is not available for the Drafts and Scheduled folders under Commun
