Send Enrollment Invitation for Declined or Deferred Patients

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

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

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 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

Send Enrollment Invitation for Declined or Deferred Patients

Do one of the following actions: On the Patient Information Bar, select Declined or Deferred . On the NextGen® Enterprise EHR Inbox > Clinical Tasking tab, select Declined or Deferred . On the NextGen® Enterprise EHR Inbox > Provider Approval Queue tab, select Declined or Deferred . On the NextGen® Enterprise EHR Inbox > Patient Portal tab, select Declined or Deferred . On the NextGen® Enterprise EHR Inbox > Appointments tab, select Declined or Deferred . From the File menu, select Patient Portal > Enrollment - Deferred. On the Patient Lookup window, select , and then select Patient Portal > Enrollment - Deferred. On the Patient Lookup window, right-click the patient name, and select Patient Portal > Enrollment - Deferred. A message appears confirming if you want to remove the patient response and send an enrollment invitation email. Select Enroll Now. A message window opens listing the fields that have missing patient information. Fields that are missing information display on the Pat

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Send Enrollment Invitations

A notification for the enrollment email is sent as a text message if: Your practice has enabled this functionality The recipient 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: From the File menu, select Patient Portal > Enroll Now. On the Patient Lookup window, select , and then select Patient Portal > Enroll Now. On the Patient Lookup window, right-click the patient name, and select Patient Portal > Enroll Now. A confirmation window opens. Select Enroll Now. 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. Missing fields display on the Patient Portal Enrollment window The patient enrollment status changes to Pending in the system. You may have to select Refresh on the Patient Information Bar to see the updated status. Parent topic: Invitation Based Enrollment

Send Enrollment Invitation for Declined or Deferred Patients

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Automatic Invitation for Enrollment

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Send Enrollment Invitation for Declined or Deferred Patients

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