Configure Automatic Acceptance of Patient Demographics

Patient Experience Help

Practice Configuration Options

You can configure the following practice-level options: Configuration Description RSDK API Sets the NextGen® PxP Portal username and password for a practice. The NextGen® PxP Portal RSDK API authentication details are derived from Site Generator. Default Config Selects the default location and provider for the patient forms when location and provider are not received from NextGen® PxP Portal. Appointment Request Sets the preference for creating appointments for a practice. EPM enables the creation of appointments in NextGen® Enterprise EHR from staff approved requests. NON-EPM enables the manual creation of appointments. Patient Invites Configures automatic enrollment invitation for patients in a practice. Other Configuration Sets a default user for the Continuity of Care Documents (CCDs) posted to NextGen® PxP Portal and the retry interval for failed secure messages. You can turn on Clinical Tasking for your practice using the Enable Clinical Tasking option Note: For more information

Patient Experience Help

Configure Days for Enrollment Re-invitation

To avoid sending multiple invitations to patients for enrolling with NextGen® PxP Portal within a specified time, you can configure the days within which no manual invites can be sent by providers from NextGen® Enterprise EHR and NextGen® Enterprise PM. Note: Automatic patient invites are sent when demographic updates are made to the patient accounts irrespective of the configured days. In PxP Portal Integration Tool, select Practice Config Practice Config icon in the left pane. The Practice Config page opens. Select the Practice Configuration tab. In the Patient Invites section, to enable multiple invitations to patients for enrolling with NextGen® PxP Portal, turn on Allow Duplicate Patient Invites. Allow Duplicate Patient Invites setting Enter the number of days within which no invitation can be sent to patients in Days before re-invite is allowed for a Patient. Select Save. Parent topic: Managing Practice Configuration

Patient Experience Help

Configure Time for Automatic Invitations to Patients

In PxP Portal Integration Tool, select Practice Config Practice Config icon in the left pane. The Practice Config page opens. Select the Practice Configuration tab. In the Patient Invites section, to enable automatic invitations to patients for enrolling with NextGen® PxP Portal, turn on Auto Invite Schedule. Auto Invite Schedule section Enter the time interval for sending automatic invitations to patients for enrollment with NextGen® PxP Portal in Scheduled Time From and Scheduled Time To. Select Save. Parent topic: Managing Practice Configuration

Patient Experience Help

Update Patient Demographics Data in NextGen® Enterprise EHR

You can review patient demographic updates that are generated through NextGen® PxP Portal or the NextGen® Patient Engage workflow. You can then accept and reconcile the patient information updates to NextGen® Enterprise EHR. In PxP Portal Integration Tool, select ReviewQ, ReviewQ icon on the side toolbar. The ReviewQ page opens displaying the updated patient records. To search for an update record, enter one or more of the search criteria, and then select Search. The updated records appear. In the Update Type column, select Demographics Demographics icon for the record you want to review. The Demographics tab opens, displaying the demographic updates for the selected patient. You can also select the Insurance or Health Data tab to view the respective updates. Image of the Demographics tab on the ReviewQ window. Note: In the Accept Change column, a check box appears only for the rows where the EHR Data and Platform Data information (including blanks) varies. Verify the patient informati

Patient Experience Help

Managing Practice Configuration

The available features in PxP Portal Integration Tool enable you to manage various practice-level configurations. Note: Before making practice-level configurations, ensure that you have completed the global and enterprise-level configurations for system administrators. As part of practice configuration, you can establish the RSDK API workflows for information exchange between NextGen® Enterprise and NextGen® PxP Portal, select the appointment request category for a practice, and configure a default user for the Continuity of Care Documents (CCDs) posted to NextGen® PxP Portal. Practice Configuration Options You can set several practice-level configuration options to control system behavior. Configure Automatic Invitations for NextGen PxP Portal You can restrict the automatic invitation for enrollment to patients of specific locations and specific age group. Configure Days for Enrollment Re-invitation You can configure the days within which manual re-invitation for enrollment with NextG

Patient Experience Help

Reviewing Patient Information Updates

You can review records of demographics, insurance, and health data updates that patients submit through NextGen® PxP Portal or the NextGen® Patient Engage workflow on the ReviewQ page. You can view the status of patient updates from the Update Type column. A blue icon indicates pending patient information updates for review, while a grey icon indicates that patient information update is reviewed and accepted. Image of the ReviewQ page used to review information updates from patients You can compare the updated patient information with the corresponding patient information in NextGen® Enterprise EHR then accept or reject the updates and reconcile it to NextGen® Enterprise EHR. Update Patient Demographics Data in NextGen Enterprise EHR You can review and then reconcile the demographic updates generated by NextGen® PxP Portal or the NextGen® Patient Engage workflow to NextGen® Enterprise EHR. Update Insurance Information in NextGen Enterprise EHR You can verify and then reconcile the insu

Configure Automatic Acceptance of Patient Demographics

Recommendations

Practice Configuration Options

Configure Days for Enrollment Re-invitation

Configure Time for Automatic Invitations to Patients

Update Patient Demographics Data in NextGen® Enterprise EHR

Managing Practice Configuration

Reviewing Patient Information Updates

Configure Automatic Acceptance of Patient Demographics

Practice Configuration Options

Configure Days for Enrollment Re-invitation

Configure Time for Automatic Invitations to Patients

Update Patient Demographics Data in NextGen® Enterprise EHR

Managing Practice Configuration

Reviewing Patient Information Updates