Send Enrollment Invitation

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Version-Specific Enrollment Statuses After a Bulk Enrollment

Enrollment Status Before Upgrading to 6.2021.1 Enrollment Status After Upgrading to 6.2021.1 or above Enrollment Status After Bulk Enrollment Not Enrolled Not Enrolled Pending Pending Not Enrolled Pending Pending with Guardian Not Enrolled Pending Completed Not Enrolled Pending Completed with Guardian Not Enrolled Pending Account locked Not Enrolled Pending Practice Rejected Not Enrolled Pending Patient Deferred Not Enrolled Deferred Pending Self Enrollment (PIE: patient-initiated enrollment) Not Enrolled Pending Pending Auto Enrollment (Patient completed temporary enrollment but has not logged on to activate the account) Not Enrolled Pending Declines Enrollment Not Enrolled Declined Revoked Not Enrolled Pending Note: If the mandatory demographics information is not available for a patient, the patient does not receive the enrollment invitation and the enrollment status remains as Not Enrolled. Parent topic: Bulk Enrollment Invitation

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

Automatic Invitation for Enrollment

An enrollment invitation is automatically sent to a patient after the mandatory information is available on the system. Enrollment invitations are sent as an email to the patient. A notification message for the enrollment email is sent to the patient as a text message if they have provided a valid mobile number. If the patient is not enrolled and all the mandatory information is available for the patient, an enrollment invitation is sent automatically when an appointment is booked for the patient from the Add Appointment window. After the enrollment invitation is sent, the patient enrollment status changes to Pending. An audit event appears in the Audit Report Tool when the patient receives the enrollment email. Parent topic: Invitation Based Enrollment See also Mandatory Fields for Enrollment

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 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

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Send Enrollment Invitation

You can manually send an enrollment invitation through email. A notification for the enrollment email is sent to the patient as a text message if you have enabled this functionality and the patient has provided a valid mobile number. The URL for each recipient is unique and must not be shared with others. Open NextGen® Enterprise EHR. Do one of the following: On the Patient Information Card, select Not Enrolled or the Enroll Now link. On the NextGen® Enterprise EHR Inbox > Clinical Tasking tab, select Not Enrolled or the Enroll Now link. On the NextGen® Enterprise EHR Inbox > Provider Approval Queue tab, Not Enrolled or the Enroll Now link. On the NextGen® Enterprise EHR Inbox > Patient Portal tab, Not Enrolled or the Enroll Now link. On the NextGen® Enterprise EHR Inbox > Appointments tab, 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. Sele

Send Enrollment Invitation

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