Inviting Patients for Enrollment

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.

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 events appear in the Audit Report Tool when the patient receives the enrollment invitation email or a patient response is removed.