Ask A Staff Routing Examples

Patient Experience Help

Prescription Request or Appointment Request Routing Examples

Else check on Location only, if combination found then route to designated recipients for the rule. Example (RX Refill or Appointment Request Routing): Location = Send to Recipients Else check on Staff and Location, if combination found then route to designated recipients for the rule. Example (Prescription Request or Appointment Request Routing): Location + Provider = Send to Recipients Else check on Staff only, if combination found then route to designated recipients for the rule. Example (RX Refill or Appointment Request Routing): Provider = Send to Recipients Prescription Request or Appointment Request Routing Parent topic: Routing Rule Logic Sequence

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)

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Configure Communication Routing Rules

Before you begin Ensure that the Ask a Staff label is set up in Site Generator. You can add communication routing rules for Ask a Staff labels and set up target routes for the rules. You can configure the messages to be routed to a particular user, user group, or security group, when a patient sends a secure message to a provider from a particular location. In PxP Portal Integration Tool, select Message routing icon.The Message Routing page opens. Message Routing page To view the routing rules configured for a particular provider and location, select the location and provider, and then select Search. For Set Default User, enter the routing type and name. Messages 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. New row added to configure a new group In Message SubType, enter the Ask a Staff label you are setting the communication route for. Enter other details and then select SaveSave icon to sa

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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

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

Additional Configuration Examples Based on Real Time Scenarios

Below you will see examples of setup from start to finish starting in Site Generator and ending in PPIT Message Routing utility. Showing the configuration in Site Generator > Patient Portal > Logic for routing rule in PPIT Message Routing Billing Question Setup from Site Generator You can setup Billing Question from Site Generator. PxP Portal Integration Tool (PPIT) Message Routing Options for Billing Question Setup You can setup the message routing for the Billing Question from PPIT. Ask a Provider Setup from Site Generator You can setup Ask a Provider from Site Generator. PxP Portal Integration Tool (PPIT) Message Routing Options for Ask a Provider Setup You can setup the message routing for Ask a Provider from PPIT.

Ask A Staff Routing Examples

Recommendations

Prescription Request or Appointment Request Routing Examples

Routing Rule Logic Sequence

Configure Communication Routing Rules

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

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

Additional Configuration Examples Based on Real Time Scenarios

Ask A Staff Routing Examples

Prescription Request or Appointment Request Routing Examples

Routing Rule Logic Sequence

Configure Communication Routing Rules

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

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

Additional Configuration Examples Based on Real Time Scenarios