Check Enrollment Issue for Single Staff Member

Patient Experience Help

Patient Did Not Receive an Invitation

If the patient does not receive an enrollment invitation, you should check the following: You need to verify that correct PxP Agents are running in PxP Portal Integration Tool (PPIT). You need to verify that the patient email address is removed from the Email Communication (Opt Out) section from Site Generator. You can search for, view, and resend the failed patient invitations from Practice Portal. Verify the following configurations in Site Generator before sending a patient invite. Enable the following solutions on the Manage Your Online Solutions page: IHG Integration API 2.0 Patient ActivationNote: The Don't send invitation emails check box on the Patient Activation page must be cleared. Ensure that users and providers are mapped. Verify if the configuration is affecting a single practice staff member and all patients. Verify if the configuration is affecting a single patient. Ensure that all the patient information fields are correctly entered by the practice to send an invite th

Patient Experience Help

Enrollments Issues

To access NextGen® PxP Portal, patients must complete their enrollment and create an account in NextGen® PxP Portal. You can send an enrollment invitation email to patients from NextGen® Enterprise EHR or NextGen® Enterprise PM. The patient can click the invitation link in the email and complete the enrollment in NextGen® PxP Portal. You can encounter issues such as patient not receiving invites NextGen® Enterprise EHR, failed invites and their pre-verification. You can use the information in this section to address any enrollment issues and find solutions. Patient Did Not Receive an Invitation You can perform necessary checks to rectify the patient invitation failures. Resend a Failed Patient Invitation You can locate the failed patient enrollment invites and resend new invites. Check Enrollment Issue for Single Staff Member Enrollment issues can affect a single staff member of a practice and all users. Verify PxP Agents Running in PxP Portal Integration Tool (PPIT) You can confirm if

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Send Enrollment Invitations

A notification for the enrollment email is sent as a text message if: Your practice has enabled this functionality The recipient has provided a valid mobile number The URL for each recipient is unique and must not be shared with others. Open NextGen® Enterprise EHR. Do one of the following: From the File menu, select Patient Portal > Enroll Now. On the Patient Lookup window, select , and then select Patient Portal > Enroll Now. On the Patient Lookup window, right-click the patient name, and select Patient Portal > Enroll Now. A confirmation window opens. Select Enroll Now. If you have not entered any value in any of the mandatory fields for enrollment, a message appears listing the fields that have missing patient information. Missing fields display on the Patient Portal Enrollment window The patient enrollment status changes to Pending in the system. You may have to select Refresh on the Patient Information Bar to see the updated status. Parent topic: Invitation Based Enrollment

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Inviting Patients for Enrollment

An enrollment invitation email is automatically sent after the mandatory demographic information is available on the system. If the patient is not enrolled and all of the mandatory demographics are available, an enrollment invitation is automatically triggered after an appointment is booked for the patient from the Add Appointment window. Important: The NextGen® PxP Portal related functions are disabled in NextGen® Enterprise EHR and NextGen® Enterprise PM when your portal licence expires. You can renew your license from the License Manager to activate any disabled functions. You also have the option to manually send enrollment invitations. You can send enrollment invitations to: Patients who have patient charts in your practice in NextGen® Enterprise EHR People with no encounters or patient charts; such as, a healthcare provider acting on behalf of a patient or a parent acting on behalf of a child. After the invitation is sent, the patient's enrollment status changes to Pending. Audit

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Send Enrollment Invitation

You can manually send an enrollment invitation through email. A notification for the enrollment email is sent to the patient as a text message if you have enabled this functionality and the patient has provided a valid mobile number. The URL for each recipient is unique and must not be shared with others. Open NextGen® Enterprise EHR. Do one of the following: On the Patient Information Card, select Not Enrolled or the Enroll Now link. On the NextGen® Enterprise EHR Inbox > Clinical Tasking tab, select Not Enrolled or the Enroll Now link. On the NextGen® Enterprise EHR Inbox > Provider Approval Queue tab, Not Enrolled or the Enroll Now link. On the NextGen® Enterprise EHR Inbox > Patient Portal tab, Not Enrolled or the Enroll Now link. On the NextGen® Enterprise EHR Inbox > Appointments tab, Not Enrolled or the Enroll Now link. If you have not entered any value in any of the mandatory fields for enrollment, a message appears listing the fields that have missing patient information. Sele

Patient Experience Help

Modify Enrollment Invitation Settings

On the Patient Activation page, you can configure enrollment invitation settings such as the enrollment type, the limit for resending enrollment invitations, and the interval for resending enrollment invitations. Note: To change this configuration, contact NextGen Healthcare. Open Site Generator, and then select NextGen Healthcare Site Administration. The Site Generator page opens. From Portal Solutions, select Patient Activation.The Patient Activation page opens. Configure the enrollment invitation settings as needed. Note: You must turn on the Enroll w/ SMS option for your practice to send the enrollment invitation link through the registered mobile number as a text message. The Enroll w/ SMS option is available only if Multi-Factor Authentication is turned on for your practice in the Site Generator Online Solutions. Select Save. Automatic Patient Enrollment at the Enterprise Level To enable automatic enrollment of patients in NextGen® PxP Portal you can set up enterprise-level enrol

Check Enrollment Issue for Single Staff Member

Before you begin

Recommendations

Patient Did Not Receive an Invitation

Enrollments Issues

Send Enrollment Invitations

Inviting Patients for Enrollment

Send Enrollment Invitation

Modify Enrollment Invitation Settings

Check Enrollment Issue for Single Staff Member

Before you begin

Patient Did Not Receive an Invitation

Enrollments Issues

Send Enrollment Invitations

Inviting Patients for Enrollment

Send Enrollment Invitation

Modify Enrollment Invitation Settings