Resend an 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

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

Send Enrollment Invitation

If a patient is not enrolled in NextGen® PxP Portal, you can send enrollment invitation to the patients through email. 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 invitaton 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. Access NextGen® Enterprise PM. On the Patient Information Bar, select Not Enrolled or the Enroll Now link. If you have not entered any value in any of the mandatory fields for enrollment, a message appears listing the fields that have missing patient information. Select Update Now. The Modify Patient Information window opens. Enter the required information in the mandatory fields, and se

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

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 EHR . 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® Enterprise EHR Help

Enroll a Patient in NextGen® PxP Portal

If the Patient Portal trigger action is Enrollment, you can set up a NextGen® PxP Portal account for the selected patient through NextGen® Enterprise EHR. For more information on the enrollment process, 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. Select the Patient Portal trigger on the applicable field. The following actions are triggered depending on the patient status: If the patient status is Not Enrolled and all mandatory patient information fields are filled, a NextGen® PxP Portal enrollment invitation email is sent to the patient. If the patient status is Not Enrolled and any mandatory fields are empty, a message with the missing patient information appears. For more information about the mandatory f

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

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

Resend an Enrollment Invitation

Recommendations

Invitation Based Enrollment

Bulk Enrollment Invitation

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Resend an Enrollment Invitation

Enroll a Patient in NextGen® PxP Portal

Invitation Based Enrollment

Invitation Based Enrollment

Bulk Enrollment Invitation

Send Enrollment Invitation

Resend an Enrollment Invitation

Enroll a Patient in NextGen® PxP Portal

Invitation Based Enrollment