Configure Automatic Invitations for NextGen® PxP Portal

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

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

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

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

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

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

Configure Automatic Invitations for NextGen® PxP Portal

Recommendations

Configure Time for Automatic Invitations to Patients

Configure Days for Enrollment Re-invitation

Practice Configuration Options

Managing Practice Configuration

Modify Enrollment Invitation Settings

Patient Did Not Receive an Invitation

Configure Automatic Invitations for NextGen® PxP Portal

Configure Time for Automatic Invitations to Patients

Configure Days for Enrollment Re-invitation

Practice Configuration Options

Managing Practice Configuration

Modify Enrollment Invitation Settings

Patient Did Not Receive an Invitation