Additional Configuration Examples Based on Real Time Scenarios

Patient Experience Help

PxP Portal Integration Tool (PPIT) Message Routing Options for Billing Question Setup

When the question is configured in Site Generator, direct to the PxP Portal Integration Tool > Message Routing > Communication, to control how this message is filtered to know where it reaches in the inbox. Option 1 (Preferred Method): Filter by Message SubType (which is the same thing as the Ask A Staff Labels in Site Generator) only > (No location or provider filter combination) > Route to X Group Logic: Else check on Label only, if combination found then route to designated recipients for the rule. PPIT_Billing Question Option 2: Filter by Message SubType + User selected with question > Route to X Group Logic: Else check on Label and Staff, if combination found then route to designated recipients for the rule. PPIT_NEXTGEN Admin Option 3: Filter by Question Label + location selected with question > Route to X Group Logic: Else check on Label and Location, if combination found then route to designated recipients for the rule. PPIT_Single Location Enabled Option 4: Filter by Message S

Patient Experience Help

PxP Portal Integration Tool (PPIT) Message Routing Options for Ask a Provider Setup

Option 1 (Preferred Method):Filter by Message SubType + Provider > Route to Recipients Logic: Else check on Label and Staff, if combination found then route to designated recipients for the rule. PPIT_Ask a Provider_Setup Option B (not recommended): Logic: Label, Staff, and Location, if combination found then route to designated recipients for the rule. Note: This option works but require additional message routing rules inputted with no true benefit to practice. Since the messages goes to the same workgroup based on provider chosen, not necessarily the location combination with provider. Parent topic: Additional Configuration Examples Based on Real Time Scenarios

Patient Experience Help

Ask a Provider Setup from Site Generator

Scenario Example 2: Practice would like to have a Ask a Provider Question in NextGen® PxP Portal. Each provider is configured at separate locations, some may be at more than one location but they have a designated workgroup configured for provider to receive the message for each provider chosen. The workgroups will be the same regardless of which locations is chosen. How to assign Ask a Provider question to physicians personnel type? Log on to Site Generator. From Administrator - Setup/Access, click Permissions and Personnel Types and then click Manage Permissions. On the Manage Solutions For Personnel Types tab, filter by 'Physicians' for personnel types and 'All Solutions' for available solutions. Select the Ask a Provider check box. Ask a Provider_Personnel Type How to assign designated providers based on PxP workbook configuration? Log on to Site Generator. From Administrator - Setup/Access, click Permissions and Personnel Types and then click Manage Permissions. On the Manage Loca

Patient Experience Help

Billing Question Setup from Site Generator

Scenario Example 1: Practice wants to have a billing question available on the NextGen® PxP Portal. They have one workgroup or multiple user who receives all messages related to Billing Question. Even though they have multiple physical locations on NextGen® PxP Portal, they would prefer no location or provider combination since the messages are going to the same recipients regardless. How to create Ask a Staff label? Log on to Site Generator. From Portal Solution, click Ask a Staff. Under Ask a Staff labels, select the Specific to Individuals and Allow Attachments check boxes for billing question label. Ask a Staff Labels How to assign Billing Question to Other group where NextGen Admin (Workflow User) is assigned? Log on to Site Generator. From Administrator - Setup/Access, click Permissions and Personnel Types and then click Manage Permissions. On the Manage Solutions For Personnel Types tab, filter by 'All Personnel Types' for personnel types and 'Billing Question' for available sol

Patient Experience Help

Routing Rule Logic Sequence

The PxP Portal integration is built to check for various filter combinations to decide where to send a message. The below events occur as message routings are scanned for various combinations to determine where the message should go. Below each event is an example of how rules could be configured in PxP Portal Integration Tool (PPIT) Message Routing. These combinations can vary based on the unique setup in Site Generator and the respective selections. Prescription Request or Appointment Request Routing Examples Ask A Staff Routing Examples Parent topic: How Site Generator Permissions Relate to the PxP Portal Integration Tool (PPIT)

Patient Experience Help

Configure Appointment Request Routing Rules

You can set up routing rules for appointment requests sent by patients from NextGen® PxP Portal. In PxP Portal Integration Tool, select Message Routing icon.The Message Routing page opens. Image of the Message Routing page used to configure message routing To view the routing rules configured for a particular provider and location, select the location and provider, and then select Search. Select the Appointment Request tab. For Set Default User, enter the routing type and routing name. Appointment requests are routed to this user or group if no routing rules are configured. Select Save. Select Add Group to add a routing rule.A new row is added. A new row added to the Appointment Request tab to select a location and provider Select the location and provider, and then select Save icon to save the group. Note: Ensure that the location, provider and practice user are configured in NextGen® PxP Portal Site Generator with a valid external id. Select Add Route icon to add route for the rule.A

Additional Configuration Examples Based on Real Time Scenarios

Recommendations

PxP Portal Integration Tool (PPIT) Message Routing Options for Billing Question Setup

PxP Portal Integration Tool (PPIT) Message Routing Options for Ask a Provider Setup

Ask a Provider Setup from Site Generator

Billing Question Setup from Site Generator

Routing Rule Logic Sequence

Configure Appointment Request Routing Rules

Additional Configuration Examples Based on Real Time Scenarios

PxP Portal Integration Tool (PPIT) Message Routing Options for Billing Question Setup

PxP Portal Integration Tool (PPIT) Message Routing Options for Ask a Provider Setup

Ask a Provider Setup from Site Generator

Billing Question Setup from Site Generator

Routing Rule Logic Sequence

Configure Appointment Request Routing Rules