Create a Recipients List

Patient Experience Help

Complete Building the Message

While creating your message in the Build a Message section of the Patient Messaging page, you can add attachments, set a recurrence schedule, and review and edit your message before sending it to the recipients. If you want to add attachments to your message, browse and upload them. If you do not need to add any attachments, then select Skip and Continue. The Specify Static Parameters section appears. Enter the practice and patient information, then select Next. The Specify Message Frequency section appears. The Specify Message Frequency section prompts you to specify the recurrence type, start date, and start time Select the recurrence type, start date, and end date, and then select Next. The Message Details section appears. You can review and edit your message. Select Send. Parent topic: Build a Message See also Log on to Practice Portal Build a Message Create a Recipients List

Patient Experience Help

Build a Message

You can use the Patient Messaging to create and send messages to various types of recipients as follows. Create a Message Base You can select the delivery mode, practice location, message type, template, and subject to form the basic structure of the message. Create a Message Template You can design a template for your messages, including text for HTML and text versions of the message, and placeholders for information such as the patient name. Create a Recipients List You can select various types of recipients for your message. Complete Building the Message You can add attachments, set a recurrence schedule, and review and edit your message before sending it. Parent topic: Managing Patient Messaging See also Create a Message Template Log on to Practice Portal Create a Message Base Create a Recipients List Complete Building the Message

Patient Experience Help

Create a Message Base

While creating your message in Patient Messaging, you can form a basic structure of the message by selecting the delivery mode, practice location, message type, template, and subject of the message. Log on to Practice Portal. Select Patient Messaging. The Patient Messaging page opens displaying the Search Patient Messages section. The Patient Messaging page displays a Build a Message link in the left pane In the left pane, select Build a Message. The Build a Message section appears. The Build a Message section prompts you to enter the delivery mode, location, message type, template, and subject. Select a method for delivering the message. CAUTION: If you select Secure Comm or Email, you must ensure that your message does not include any personal health information. Practice Portal may send Secure Comm or Email messages to the patient by email, and not directly to the patient's NextGen® PxP Portal account. To ensure that personal health information is not exposed, you can use Secure Com

Patient Experience Help

Search for Patient Messages

You can search for all patient messages that your practice has created during a specific period. You can also view the message history and edit and complete messages. Log on to the Practice Portal. Select Patient Messaging. The Patient Messaging page opens displaying the Search Patient Messages section. The Search Patient Messages section enables you to filter messages by status, message name, creator, creation date, message type, or template To limit the scope of your search, enter values for one or more of the items in Search Patient Messages. Select Filter messages. The messages matching your search criteria appear. Optional: To view the details of a message, select the message's row. The message details appear. You can stop sending the message or delete the message. The Message Details section displays details such as the subject, delivery mode, message type, and recipients. This section also enables you to edit parameters for the message, stop sending the message, or delete the me

Patient Experience Help

Enter Details for Individual Patient Recipients

If the Recipient Type for a message is Individual Patient(s), do the following: The Choose Recipients section enables you to search for patients by name, email, or patient ID To search for a patient, enter the patient's details, and then select Search. A list of patients matching your search criteria appears in the Search Results list. To select a patient, select the row for the patient. The patient is added to the Selected Recipients list. Optional: To remove the patient from the Selected Recipients list, select the remove patient icon for the patient. The patient is removed from the Selected Recipients list. Optional: To enable patients to reply to your message, select Patients can reply to message. Select Select Recipients and Continue. A page opens for uploading attachments. You can add attachments to your message, or skip and continue. The page presents buttons for browsing files and uploading them as attachments, or skipping this step and continuing to the next Parent topic: Crea

Patient Experience Help

Enter Details for Batch Recipients

If the Recipient Type for a message is Batch Patient ID File Upload, do the following: To locate and select the patients list file from your computer, select Browse. The Choose Recipients section enables you select a file containing recipients and specify the delimiter used in the file Note: The practice's electronic medical records (EMR) or practice management system (PMS) can generate a patients list, which is categorized by Patient ID and contains relevant patient demographic information. This file can be in CSV or TXT format. Select one of the following file delimiters. ; (semicolon) , (comma) Optional: To enable patients to reply to your message, select Patients can reply to message. Select Upload. To map each patient information field in the uploaded file to the placeholders in the message template, select a field category from the corresponding list. The page prompts you to specify what each field in the file represents Select PatientFirstName from the list and match it to the m

Create a Recipients List

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Complete Building the Message

Build a Message

Create a Message Base

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Enter Details for Individual Patient Recipients

Enter Details for Batch Recipients

Complete Building the Message

Build a Message

Create a Message Base

Search for Patient Messages

Enter Details for Individual Patient Recipients

Enter Details for Batch Recipients