Bulk Enrollment Invitation

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Invitation Based Enrollment

If a patient has not enrolled in NextGen® PxP Portal, you can send enrollment invitation to the patient through email from NextGen® Enterprise EHR. The enrollment invitation is sent automatically when you provide certain mandatory information for a patient. A notification message for the enrollment invitation email is sent to the patient as a text message if they have provided a valid mobile number. Note: To enable sending notification for the enrollment invitation email as text message to patients with valid mobile number, you must select Enroll w/ SMS in the Patient Activation page in Site Generator. For more information, go to NextGen Healthcare Success Community, and download the latest User Guide for NextGen PxP Portal Site Generator. Automatic Invitation for Enrollment An enrollment invitation is automatically sent to a patient when all mandatory information is available. You can manage the automatic invitations for enrollment sent to patients. Send Enrollment Invitation Invite a

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Resend an Enrollment Invitation

If after 24 hours, there is no response to an enrollment invitation and the enrollment status is Pending, you can resend the invitation. Open NextGen® Enterprise PM. On the Patient Information Card, select Pending.A message appears stating that the patient has not responded to the enrollment invitation. Note: If the patient information is deleted from any of the mandatory fields for enrollment, a message appears listing the fields that must be updated. Select Resend Invitation. Note: If the administrator has set the invitation expiry period to more than 24 hours, the patient does not receive the enrollment invitation email. For more information, go toNextGen Healthcare Success Community, and download theUser Guide for NextGen® PxP Portal Site Generator. Parent topic: Invitation Based Enrollment See also Send Enrollment Invitation Mandatory Fields for Enrollment

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Enrollment Methods

You can enroll a patient using one of the following methods: Invitation Based Enrollment You can send enrollment invitations to a patients through emails. The patient can open the invitation link provided in the email and complete the enrollment in NextGen® PxP Portal. A notification message for the enrollment invitation email is sent to the patient as a text message if they have provided a valid mobile number. The URL sent to each patient or person is unique and must not be shared with others. Bulk Enrollment Invitation You can contact the NextGen Implementation Team to send invitations to all patients in your practice for enrolling in NextGen® PxP Portal. Note: To enable sending notification for the enrollment invitation email as text message to patients with valid mobile number, you must select Enroll w/ SMS in the Patient Activation page in Site Generator. For more information, go to NextGen Healthcare Success Community, and download the latest User Guide for NextGen PxP Portal Sit

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Enrollment Status in NextGen® Enterprise PM

A patient's enrollment status indicates the state of the enrollment of the patient in NextGen® PxP Portal. You can view the patient's enrollment status in the following locations in NextGen® Enterprise PM. Patient Information Bar Daily tab on the Appointment Book window Appointment Information window Add Patient Information window Add Person Information window Modify Patient Information window Modify Person information window Patient Lookup window Person Lookup window NextGen® Enterprise PM footer Patient information section on the Patient Chart Enrollment Status Indicators of Patients You can view and update the enrollment statuses of patients. Enrollment Status in Reports The enrollment statuses of patients are displayed in multiple NextGen® Enterprise PM reports. Parent topic: Inviting Patients for Enrollment

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

Inviting Patients for Enrollment

An enrollment invitation email is automatically sent after the mandatory demographic information is available on the system. If the patient is not enrolled and all of the mandatory demographics are available, an enrollment invitation is automatically triggered after an appointment is booked for the patient from the Add Appointment window. Important: The NextGen® PxP Portal related functions are disabled in NextGen® Enterprise EHR and NextGen® Enterprise PM when your portal licence expires. You can renew your license from the License Manager to activate any disabled functions. You also have the option to manually send enrollment invitations. You can send enrollment invitations to: Patients who have patient charts in your practice in NextGen® Enterprise EHR People with no encounters or patient charts; such as, a healthcare provider acting on behalf of a patient or a parent acting on behalf of a child. After the invitation is sent, the patient's enrollment status changes to Pending. Audit

Bulk Enrollment Invitation

Recommendations

Invitation Based Enrollment

Resend an Enrollment Invitation

Enrollment Methods

Enrollment Status in NextGen® Enterprise PM

Bulk Enrollment Invitation

Inviting Patients for Enrollment

Bulk Enrollment Invitation

Invitation Based Enrollment

Resend an Enrollment Invitation

Enrollment Methods

Enrollment Status in NextGen® Enterprise PM

Bulk Enrollment Invitation

Inviting Patients for Enrollment