Attaching Documents to Messages

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

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 See also Attach Interactive Medical Forms Attach a Document Manage Your Responses

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 EHR

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. From the main toolbar, select the Inbox button. The Workflow window opens. Select Compose. 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 attachment button. On the Add An Attachment window, under Documents, expand the encounter dates. Select the documents you want to include, and then select OK.The attached documents appear on the Attachments tab. Note: To remove an attached document, select the attachment and the remove button. The patient receives a notification

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

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 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

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Compose and Send Messages

Before you begin Ensure that the Patient Messaging online solution is active in Site Generator so that messages sent from NextGen® Enterprise applications can reach the patient's NextGen® PxP Portal mailbox. When you or your co-workers initiate a message, the Category column displays Practice Initiated in the Outbox grid view. For messages that are sent as replies to practice initiated messages, the Category column is blank. Remember to set the Do Not Reply option if you do not want the recipients to be able to respond. 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. Enter the Subject of the message. In the message field, do one of the following: Enter

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Managing Attachments in Secure Communications

Secure communication messages with attachments appear in your mailbox with an attachment icon. The Attachments column can be grouped so that all messages with attachments display at the top of the list. You can also drag and change the position of the columns in your mailbox. When you open a message with attachments, the Attachments tab displays the number of attachments in the message. Patients can send a maximum five attachments from NextGen® PxP Portal in the .jpeg, .jpg, .bmp, .pdf, .doc, .docx, .txt, .tif, and .tiff formats. The NextGen® PxP Portal supports attachments up to a two megabytes. Create a Category to Store Patient Attachments You can you can use an existing NextGen® PxP Portal document manager categories or create one in File Maintenance. Add Attachments from a Patient to Their Chart You can preview attachments received from patients to decide whether to include it in their chart. Print Secure Attachments from a Patient You can reproduce message attachments directly fr

Attaching Documents to Messages

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Attaching Documents to Messages

Attach a Document

Attach a Document

Attach Interactive Medical Forms

Compose and Send Messages

Managing Attachments in Secure Communications

Attaching Documents to Messages

Attach a Document

Attach a Document

Attach Interactive Medical Forms

Compose and Send Messages

Managing Attachments in Secure Communications