Configure Time for Automatic Invitations to Patients

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 Automatic Invitations for NextGen® PxP Portal

You can restrict sending automatic invitation for enrolling in NextGen® PxP Portal to patients of specific locations and specific age range. In PxP Portal Integration Tool, select Practice Config Practice Config icon. The Practice Config page opens. In the Patient Invites section, turn on Enable Auto Invites for Patients. Patient Invites section Turn on Enable Age Filter. Enter the age range for restricting automatic invitations in Age From and Age To. You can also use the slider to select the age range. To select states to implement age restriction, enter the name of the state in Select State for Age Range. You can enter the state name or select the state from the list. To implement age restriction for all states, select ALL. To enable location filter for automatic invitations, turn on Enable Location Filter. Select the locations to restrict in Select Location Filter by. Select Save. Parent topic: Managing Practice Configuration

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

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Reply to Non-Integrated Appointment Requests

Before you begin For NextGen® Enterprise messages to reach NextGen® PxP Portal, you must ensure the following in Site Generator: Patient Messaging online solution is active Provider's are configured in Administrator Setup/Access Location is configured in Interface Setup For more information, go to NextGen Healthcare Success Community, and download the Site Generator User Guide for NextGen® PxP Portal. You must also ensure that appointment features are set up correctly in File Maintenance. If your practice has enabled the real-time schedule feature, patients can select an available time slot and book the appointment themselves. For more information on appointment scheduling, go to NextGen Healthcare Success Community and download the Appointment Scheduling User Guide for NextGen® Enterprise PM. If your practice chooses not to integrate NextGen® PxP Portal with appointment events and resources, your scheduling staff can manually match the time requested by the patient with the available

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Reply to Non-Integrated Appointment Requests

Before you begin For NextGen® Enterprise messages to reach NextGen® PxP Portal, you must ensure the following in Site Generator: Patient Messaging online solution is active Provider's are configured in Administrator Setup/Access Location is configured in Interface Setup For more information, go to NextGen Healthcare Success Community, and download the Site Generator User Guide for NextGen® PxP Portal. You must also ensure that appointment features are set up correctly in File Maintenance. If your practice has enabled the real-time schedule feature, patients can select an available time slot and book the appointment themselves. For more information on appointment scheduling, go to NextGen Healthcare Success Community and download the Appointment Scheduling User Guide for NextGen® Enterprise PM. If your practice chooses not to integrate NextGen® PxP Portal with appointment events and resources, your scheduling staff can manually match the time requested by the patient with the available

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

Configure Time for Automatic Invitations to Patients

Recommendations

Configure Days for Enrollment Re-invitation

Configure Automatic Invitations for NextGen® PxP Portal

Managing Practice Configuration

Reply to Non-Integrated Appointment Requests

Reply to Non-Integrated Appointment Requests

Modify Enrollment Invitation Settings

Configure Time for Automatic Invitations to Patients

Configure Days for Enrollment Re-invitation

Configure Automatic Invitations for NextGen® PxP Portal

Managing Practice Configuration

Reply to Non-Integrated Appointment Requests

Reply to Non-Integrated Appointment Requests

Modify Enrollment Invitation Settings