Agents for Other Solutions

Agent Name	Description
Instant Medical History	Gets practice submitted IMH documents and messages and sends a link to NextGen® PxP Portal to complete the IMH form.

Patient Experience Help

Agents for Clinical Quality Measure Events

You can view the agents relevant to the Clinical Quality Measure Events solution under Clinical Quality Measure Events on the Solutions tab. You can search for the agents on the Agent Configuration tab to view the agent configuration. Agents Description On Demand Health Data Checks health data requests from NextGen® PxP Portal and gets the requested data from NextGen® Enterprise EHR. Health Quality Measure Events Gets details on events like viewing, downloading and transmission of personal health records (PHR) from NextGen® PxP Portal and sends them to NextGen® Enterprise PM for HQM Reporting module. Login Activity Gets the details on the latest logon activity in NextGen® PxP Portal and sends them to the client system. Referral Sends a copy of the transition document to the NextGen® PxP Portal account of the patient during a referral. Filtered CCDA Gets the requests for filtered PHR from patients and sends them to their NextGen® PxP Portal accounts. Enrollment CCDA Sends consolidated P

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 Appointments

You can view the agents relevant to the Appointments solution under Appointment on the Solutions tab. You can also search for and view the configuration of agents associated with Appointment on the Agent Configuration tab. 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. Parent topic: Turn on Portal Solutions

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

Patient Experience Help

Configure Instant Medical History for NextGen® PxP Portal

If your practice uses Instant Medical History (IMH) intake forms in NextGen® PxP Portal, you must configure the IMH URL and encryption key. IMH is a third-party medical intake system that integrates with NextGen® Enterprise EHR to provide pre-visit questionnaires and forms to patients. In PxP Portal Integration Tool, select Practice Config . The Practice Config page opens. Select the IMH tab. IMH Configuration tab used to configure the IMH URL and encryption key In Base URL, enter the IMH URL for your practice. In Key, enter the encryption key for the IMH URL. Select Save. The IMH URL and key are saved to the NextGen® PxP Portal database. Parent topic: Managing Practice Configuration

Agents for Other Solutions

Recommendations

Agents for Clinical Quality Measure Events

Agents for Patient Portal

Agents for Appointments

Agents for Payments

Turn on Portal Solutions

Configure Instant Medical History for NextGen® PxP Portal

Agents for Clinical Quality Measure Events

Agents for Patient Portal

Agents for Appointments

Agents for Payments

Turn on Portal Solutions

Configure Instant Medical History for NextGen® PxP Portal