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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
.
Manage Scheduled Messages
NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM
Set the Message Delivery Time
Before you begin If your practice does not save patient charts in the database, the user account that runs the NextGen® Queue Processing Service must have write access to the file location where the chart messages are saved. You must set the scheduled delivery values to be greater than the current date and time. Note: You can set up a template trigger that opens the Patient Portal Message window. For more information, go to NextGen Healthcare Success Community and download the latest Templates User Guide for NextGen® Enterprise EHR. 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.
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
NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR
Manage Scheduled Messages
From the main toolbar, select the Inbox button. The Workflow window opens. Select Compose. 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® Enterprise EHR Help
Schedule a Delayed NextGen® PxP Portal Message
If the Patient Portal trigger action is Schedule Messages, you can schedule a message for future delivery to a patient enrolled in NextGen® PxP Portal. This feature is available only when you compose a message or send a draft. Scheduled messages are stored in the Patient Portal > Communications > Scheduled folder in the Workflow module. Note: If chart messages are saved to a file location, the user account that runs the NextGen® Queue Processing Service needs to have write access to that file location. For more information on delayed message scheduling, go to NextGen Healthcare Success Community and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR. Ask your system administrator which NextGen® Enterprise EHR template and field to use. In NextGen® Enterprise EHR, select the template that contains the Patient Portal trigger, and then select OK to open it. Execute the Patient Portal trigger on the applicable field. The Patient Portal Message window opens,
NextGen® Enterprise EHR Help
Schedule a Delayed NextGen® PxP Portal Message
If the Patient Portal trigger action is Schedule Messages, you can schedule a message for future delivery to a patient enrolled in NextGen® PxP Portal. This feature is available only when you compose a message or send a draft. Scheduled messages are stored in the Patient Portal > Communications > Scheduled folder in the Workflow module. Note: If chart messages are saved to a file location, the user account that runs the NextGen® Queue Processing Service needs to have write access to that file location. For more information on delayed message scheduling, go to NextGen Healthcare Success Community and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR. Ask your system administrator which NextGen® Enterprise EHR template and field to use. In NextGen® Enterprise EHR, select the template that contains the Patient Portal trigger, and then select OK to open it. Execute the Patient Portal trigger on the applicable field. The Patient Portal Message window opens,
NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM
Save a Message as Draft
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. Complete your message as required. From the Message menu, select Save Draft. You can find the saved messages under the Communications category, in the Drafts folder. Parent topic: Compose and Send Messages
