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.
- After composing a message, sending a draft, or selecting a template trigger, select the Properties tab.
- Select Delayed Delivery.
- Optional: To schedule repeat messages by a desired interval, under Set delay in default values hours, days, weeks, and months, do any of the following:
- Select the number of week, months, or years from the preset list.
- Set a number, and then select Hours, Days, Weeks or Months from the list.
- Optional: To schedule sending messages by a specific date and time, in the Delivery Date and Time section, do one of the following actions:
- Select the calendar icon, and then select a date.
- Enter the date and time manually.
- Select Schedule.
Scheduled messages are stored in the folder.
