Agents for Appointments

Agent Name	Description
Event/Appointment Type Data Sync	Gets the names and IDs of all events and appointments and sends them to the NextGen® Patient Experience Platform.
Inbound Appointment Updates	Gets all appointment confirmation updates from NextGen® PxP Portal users and updates the appointment status in NextGen® Enterprise PM.
Outbound Appointment Details	Gets all the current and future appointment details of a practice and sends them to the NextGen Patient Experience Platform for display of appointments, reminders and notifications.
Appointment Data Sync	Syncs appointment information from practice to the NextGen Patient Experience Platform based on the specified appointment sync parameters.

Patient Experience Help

Agents for Patient Portal

You can view the agents relevant to the Patient Portal solution under Patient Portal on the Solutions tab. You can also search for and view the configuration of agents associated with Patient Portalon the Agent Configuration tab. Agent Name Description Patient Invite Sends patient invites to NextGen® PxP Portal. Other Processing Status Gets the status of messages sent to NextGen® PxP Portal and updates it in the practice system. Patient Updates Gets patient registration and demographic updates from NextGen® PxP Portal and updates them in NextGen® Enterprise PM. Inbound Messaging Gets patient-initiated messages from NextGen® PxP Portal and sends them to the practice. Outbound Messaging Gets practice-initiated messages and sends them to NextGen® PxP Portal. Read Receipt Gets the time and date when the message was read in NextGen® PxP Portal and sends it to the practice. Unread Message Notification Sends an unread message notification to the practice for messages for which a read message

Patient Experience Help

Agents for Payments

You can view the agents relevant to the Payments solution under Payments on the Solutions tab. You can also search for and view the configuration of agents associated with Payments on the Agent Configuration tab. Agent Name Description Balance Updates Gets the updated account balance from NextGen® Enterprise PM and sends it to NextGen® PxP Portal for the enrolled patients. Secure Payments Gets the secure payments made by patients and add the payment transaction details to the corresponding account in NextGen® Enterprise PM. Other Payments Gets the payments initiated from other applications like NextGen® Patient Engage, Pay Now, and Budget Payment Plan and adds transactions to the corresponding account in NextGen® Enterprise PM. Statement Preference Gets the statement preference selected by patients in NextGen® PxP Portal and sends it to NextGen® Enterprise PM. Statements Gets account level information from NextGen® Enterprise PM and sends it to NextGen® PxP Portal. Unapplied Encounter

Patient Experience Help

Turn on Portal Solutions

The Solution Configuration tab displays the portal solutions available for your practice. You can turn on the solutions required for your practice and also view and configure the agents associated with them. In PxP Portal Integration Tool, select Practice Config Practice Config icons. The Practice Config page opens. Select the Solution Configuration tab. Solution Configuration Tab To turn on a solution, turn on the corresponding toggle. To view the agents associated with a solution,expand the solution. Patient Portal solution expanded on the tab To turn on an agent, perform the following steps. To associate the agent with the solution, turn on the Associate toggle. To activate the agent, turn on the Active toggle. To activate the agent for the practice, turn on the Status toggle. The status of the agent changes to Running. Agents for Patient Portal The Patient Portal solution comprises the agents that consume or produce data for NextGen® PxP Portal to work. Agents for Payments The agen

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Reply to Integrated Appointment Requests

Before you begin For NextGen® Enterprise messages to reach NextGen® PxP Portal, you must ensure the following in Site Generator: Patient Messaging online solution is active Provider's are configured in Administrator Setup/Access Location is configured in Interface Setup For more information, go to NextGen Healthcare Success Community, and download the Site Generator User Guide for NextGen® PxP Portal. You must also ensure that appointment features are set up correctly in File Maintenance. If your practice has enabled the real-time schedule feature, patients can select an available time slot and book the appointment themselves. For more information on appointment scheduling, go to NextGen Healthcare Success Community and download the Appointment Scheduling User Guide for NextGen® Enterprise PM. On the main toolbar, select the Inbox button. The Workflow window opens. Select the Patient Portal tab. The Communications, Prescriptions, Appointments, and Online Forms folders appear in the lef

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Reply to Non-Integrated Appointment Requests

Before you begin For NextGen® Enterprise messages to reach NextGen® PxP Portal, you must ensure the following in Site Generator: Patient Messaging online solution is active Provider's are configured in Administrator Setup/Access Location is configured in Interface Setup For more information, go to NextGen Healthcare Success Community, and download the Site Generator User Guide for NextGen® PxP Portal. You must also ensure that appointment features are set up correctly in File Maintenance. If your practice has enabled the real-time schedule feature, patients can select an available time slot and book the appointment themselves. For more information on appointment scheduling, go to NextGen Healthcare Success Community and download the Appointment Scheduling User Guide for NextGen® Enterprise PM. If your practice chooses not to integrate NextGen® PxP Portal with appointment events and resources, your scheduling staff can manually match the time requested by the patient with the available

Patient Experience Help

NextGen® PxP Portal Integration Tool Requirements for NextGen Pay powered by InstaMed Agents

You can view the agents relevant to the payment solution under Payments in the Solutions tab on PxP Portal Integration Tool. You can search for the agents on the Agent Configuration tab to view the agent configuration. These agents must be running for the NextGen® Pay and Statement solutions to integrate with NextGen® Enterprise PM. Agent Name Description Balance Updates Obtains the updated account balance from NextGen® Enterprise PM and sends it to NextGen® PxP Portal for enrolled patients. Note: NextGen Healthcare polls for patient balance changes every 60 minutes If the patient pays their balance in full or partial through the NextGen® PxP Portal, there is no balance displayed to the patient within the portal until an update to the patient’s balance, or a new charge, occurs in NextGen® Enterprise PM. Secure Payments Obtains the secure payments made by patients and add payment transaction details to the corresponding account in NextGen® Enterprise PM. Other Payments Obtains the payme

Agents for Appointments

Recommendations

Agents for Patient Portal

Agents for Payments

Turn on Portal Solutions

Reply to Integrated Appointment Requests

Reply to Non-Integrated Appointment Requests

NextGen® PxP Portal Integration Tool Requirements for NextGen Pay powered by InstaMed Agents

Agents for Appointments

Agents for Patient Portal

Agents for Payments

Turn on Portal Solutions

Reply to Integrated Appointment Requests

Reply to Non-Integrated Appointment Requests

NextGen® PxP Portal Integration Tool Requirements for NextGen Pay powered by InstaMed Agents