Patient Portal Audit Event Category

The Patient Portal category contains all audit events for the actions performed in NextGen® Enterprise PM and NextGen® Enterprise EHR.

The following table describes the various features and the corresponding actions that are recorded in the Patient Portal category.

Feature	Actions/Events
Appointments	Appointment Request Opened Appointment Request Forwarded Appointment Request Deleted Appointment Requested by Patient Appointment Requested by Guardian or Care Manager Appointment Responded To by Practice Appointment Scheduled From Inbox Real Time Appointment Scheduled Real Time Appointment Scheduled by Guardian or Care Manager Appointment Cancelled Notification Sent by Practice Appointment Cancelled by Patient Appointment Cancelled by Patient Guardian/Care Manager Appointment Reminder Sent Add Appointment To Encounter
Patient Initiated Enrollment	Enrollment Request Received (PIE) Enrollment Request Approved (PIE) Enrollment Request Deleted (PIE) Enrollment Request Denied (PIE) Enrollment Request Forwarded (PIE)
Enrollment	My Account Enrollment Completed Enrollment Token Sent Password Reset by Practice Account Locked by Practice Account Unlocked by Practice Guardian/Care Manager Added Guardian/Care Manager Removed Dependent Added Dependent Removed Un-enroll from practice (initiated by practice user) Dependent Modifies Grants for Care Manager on Web Changing Rights for Care Manager On Account via Web Un-enroll from practice (initiated by patient) User Name Retrieved
Lab Results	Lab results sent to the portal from the Orders module or PAQ module Lab results read by patient Lab results read by guardian/care manager
NextGen Document Management Images	Document Management Image Recalled
Interactive Medical History	IMH sent to the portal Completed by Patient and Imported to Chart Completed by Guardian/Care Manager and Imported to Chart
Secure Communications	Message Received From Patient Message Received From Guardian of Patient Message Sent (Reply) + Attachments Message Sent (Compose) +Attachments Message Read by Patient Message Read by Practice Message Read by Guardian/Care Manager Message Unread within Designated Period Message Forwarded + Attachments Message Deleted by Practice (Formerly, “Message Deleted By Sender”) Message Marked Completed Message Marked Incomplete Message added to encounter Message scheduled for future send Read Receipt configured for message Read Receipt received for message
Statements	Statement Sent To Patient Portal Payment Received from Patient Portal Payment received from patient portal (Guardian/Care Manager)
PHRs	Backfill Longitudinal CCD generated and sent to Portal Longitudinal CCD generated and sent to Portal in response to request Partial-Fill Encounter Based CCD generated and sent to portal
Access Profiles	Add Profile Modify Profile Assign Profile to Patient, Care Manager Delete Profile
Documents	Document Sent to Portal Document Read by Patient Document Read By Guardian or Care Manager
Recalls	Recall Sent to Portal Recall Read by Patient Recall Read by Guardian or Care Manager
Medications	Medication Request Opened By Practice Medication Request Received from Patient Request Received from Guardian/Care Manager Medication Add Medication to Encounter Medication Request Responded To Medication Request Forwarded by User Medication Request Deleted by Practice
Online Forms	Online Forms Template Added to Template Set Online Forms Template Removed From Template Set Online Forms Template Set Published Online Forms Template Set Revoked By Practice Online Forms Template Set Assigned To Patient Online Forms Template Set Forwarded To User Online Forms Completed Template Set Opened By Practice User Online Forms Template Set Imported with Templates Excluded Online Forms Template Set Imported by User

The Patient Portal category contains all audit events for the actions performed in NextGen® Enterprise PM and NextGen® Enterprise EHR.

The following table describes the various features and the corresponding actions that are recorded in the Patient Portal category.

Feature	Actions/Events
Appointments	Appointment Request Opened Appointment Request Forwarded Appointment Request Deleted Appointment Requested by Patient Appointment Requested by Guardian or Care Manager Appointment Responded To by Practice Appointment Scheduled From Inbox Real Time Appointment Scheduled Real Time Appointment Scheduled by Guardian or Care Manager Appointment Cancelled Notification Sent by Practice Appointment Cancelled by Patient Appointment Cancelled by Patient Guardian/Care Manager Appointment Reminder Sent Add Appointment To Encounter
Patient Initiated Enrollment	Enrollment Request Received (PIE) Enrollment Request Approved (PIE) Enrollment Request Deleted (PIE) Enrollment Request Denied (PIE) Enrollment Request Forwarded (PIE)
Enrollment	My Account Enrollment Completed Enrollment Token Sent Password Reset by Practice Account Locked by Practice Account Unlocked by Practice Guardian/Care Manager Added Guardian/Care Manager Removed Dependent Added Dependent Removed Un-enroll from practice (initiated by practice user) Dependent Modifies Grants for Care Manager on Web Changing Rights for Care Manager On Account via Web Un-enroll from practice (initiated by patient) User Name Retrieved
Lab Results	Lab results sent to the portal from the Orders module or PAQ module Lab results read by patient Lab results read by guardian/care manager
NextGen Document Management Images	Document Management Image Recalled
Interactive Medical History	IMH sent to the portal Completed by Patient and Imported to Chart Completed by Guardian/Care Manager and Imported to Chart
Secure Communications	Message Received From Patient Message Received From Guardian of Patient Message Sent (Reply) + Attachments Message Sent (Compose) +Attachments Message Read by Patient Message Read by Practice Message Read by Guardian/Care Manager Message Unread within Designated Period Message Forwarded + Attachments Message Deleted by Practice (Formerly, “Message Deleted By Sender”) Message Marked Completed Message Marked Incomplete Message added to encounter Message scheduled for future send Read Receipt configured for message Read Receipt received for message
Statements	Statement Sent To Patient Portal Payment Received from Patient Portal Payment received from patient portal (Guardian/Care Manager)
PHRs	Backfill Longitudinal CCD generated and sent to Portal Longitudinal CCD generated and sent to Portal in response to request Partial-Fill Encounter Based CCD generated and sent to portal
Access Profiles	Add Profile Modify Profile Assign Profile to Patient, Care Manager Delete Profile
Documents	Document Sent to Portal Document Read by Patient Document Read By Guardian or Care Manager
Recalls	Recall Sent to Portal Recall Read by Patient Recall Read by Guardian or Care Manager
Medications	Medication Request Opened By Practice Medication Request Received from Patient Request Received from Guardian/Care Manager Medication Add Medication to Encounter Medication Request Responded To Medication Request Forwarded by User Medication Request Deleted by Practice
Online Forms	Online Forms Template Added to Template Set Online Forms Template Removed From Template Set Online Forms Template Set Published Online Forms Template Set Revoked By Practice Online Forms Template Set Assigned To Patient Online Forms Template Set Forwarded To User Online Forms Completed Template Set Opened By Practice User Online Forms Template Set Imported with Templates Excluded Online Forms Template Set Imported by User

Patient Portal Audit Event Category

Recommendations

Patient Portal New Audit Event Category

Patient Portal Audit Event Category

Patient Portal New Audit Event Category

Subgroups of the Operations Permissions Group

Subgroups of the Operations Permissions Group

General Reports

Patient Portal Audit Event Category

Patient Portal New Audit Event Category

Patient Portal Audit Event Category

Patient Portal New Audit Event Category

Subgroups of the Operations Permissions Group

Subgroups of the Operations Permissions Group

General Reports