Create and Send Messages to Patient Groups

Patient Experience Help

Communicate with Your Patients and Practice Staff

You can use internal notes to communicate with your practice staff and patient care teams to keep patient-specific discussions, staff notes, and message history within the patient chat. Note: Internal notes are available only for providers and practice staff. Open your Luma Dashboard. Select My Chats, or select Communication > Hub. My Chats opens on the Collaboration Hub page. To send a message to a patient, search for and select the patient chat, and clear the Internal message checkbox. Enter your message or insert existing text from Message Library, and then select Send Message, SMS, or Email. You can add the necessary variable inside the brackets from the Insert Squiggly list, lock the message to secure patient health information (PHI) details, and attach a file. For example, if you select the {{patient.firstname}} variable, the application automatically fills in each recipient's first name from the information on their profile. Optional: To filter chat messages, in Collaboration Hu

Patient Experience Help

Create, Review, and Manage Waiting Lists

When a patient cancels an appointment, the application automatically sends appointment offers to patients on the waiting list to fill the available slot. However, you can manually send offers to patients whose waiting list slots match the available appointment. Note: For more information, visit Luma Help Center. Open your Luma Dashboard. Select Coordination > Waitlists. The list of active waiting lists appear. In the Waitlists window, select Add patient to waitlist. In Appointment Information, search for and select a patient, enter the necessary information, and then select Save. To add an outside patient to the waiting list, in Appointment Information, select If your patient isn’t in the system, add them, enter the necessary patient and appointment information, and then select Save. Optional: To add patients to the waiting list from the search, do the following: From the home page, select Search, and then in Search, select View all patients. Search for and select the patient, and then

Patient Experience Help

View and Download Usage Reports in NextGen® Patient Engage powered by Luma

You can view and download the following usage metrics for NextGen® Patient Engage powered by Luma: Number of appointments booked through NextGen® Patient Engage powered by Luma No-show rate Rescheduling metrics Broadcast message deliverability Telehealth appointments Chat conversations You can use filters to view data based on date ranges, facilities, providers, and appointment types. Note: For more information, visit Luma Help Center. Open your Luma Dashboard. Select Insights Center > Reports. To view a specific data report, select Filters, select the filter criteria, and then select Apply Filters. You can lock the reporting filters to avoid reselecting the filters every time. Under Reports, expand and select the necessary section, and then scroll down to the end of the report to select Export. To email a report, do the following: Select a metric in the report, and then select the menu icon. Select Export, and then select from the Download or Send list. Parent topic: Review and Acknow

Patient Experience Help

Schedule Patient Appointments

Open your Luma Dashboard. To schedule an appointment, do one of the following from the main page: Select Schedule. Select Coordination > Schedule. Select Search, select the patient if available or enter the patient information, and then select the patient. Select Schedule Appointment or Appointments, and then select Schedule Appointment. In the Schedule a new appointment window, verify the patient details, and then select Next. Select the necessary form from the screening question list, and enter the patient information. Select the patient insurance, and then select View Schedule. Select the appropriate time slot, and then select Confirm. The appointment is scheduled, and the application sends the automatic appointment confirmation message to the patient. Parent topic: Review and Acknowledge Patient PreCheck Forms

Patient Experience Help

Review Patient Insurance Eligibility and Co-pay, and Send Appointment Payment Link to Patients

You can review, add, edit, and save patients' insurance information to NextGen® Enterprise PM. You can also review the co-pay amount and send payment links before the patient's appointment. Before you begin You must do the following: Use the Insurance Writeback integration to automatically update the patient insurance information to NextGen® Enterprise PM. To configure co-pay review, additional charges, and payment sending, contact NextGen Healthcare Support. Open your Luma Dashboard. Do one of the following: Select Schedule. Select Coordination > Schedule. In Schedule, select Table from the Day list next to Filters.The appointments appear in a table. Select the necessary appointment menu "", and then select View appointment Details.You can also open the appointment details panel by selecting the appointment Status, Pt. Payments, Notes, Appt. Charge, Prior Balance, and Checklist Status values. The appointment details panel opens and displays the Review tab. Appointment details panel in

Patient Experience Help

Personalize Communication for Patients and Practice Staff

Administrators can configure a custom message to automatically send messages and notifications to patients and staff when an appointment is created or updated. Administrators can also configure notifications for patients about upcoming regular and follow-up appointments, past procedures, and diagnoses newly added to their profiles. Open your Luma Dashboard. Select the patient profile icon, and then select Mission Control > Utilities > Custom Actions. The list of existing custom messages appear. To add a customized message, select Add new action, and then select Appointment. You can also select Recall, Procedure, Diagnostic, or Extra Reminder to configure the relevant actions. In the New Appointment Action window, enter the title, and then select theActive checkbox to activate the action. In Action, select Message a Patient or Notify the Staff, and then enter your message. Search for and select a variable from the Insert Squiggly list, and then select the patient's contact preferences f

Create and Send Messages to Patient Groups

Recommendations

Communicate with Your Patients and Practice Staff

Create, Review, and Manage Waiting Lists

View and Download Usage Reports in NextGen® Patient Engage powered by Luma

Schedule Patient Appointments

Review Patient Insurance Eligibility and Co-pay, and Send Appointment Payment Link to Patients

Personalize Communication for Patients and Practice Staff

Create and Send Messages to Patient Groups

Communicate with Your Patients and Practice Staff

Create, Review, and Manage Waiting Lists

View and Download Usage Reports in NextGen® Patient Engage powered by Luma

Schedule Patient Appointments

Review Patient Insurance Eligibility and Co-pay, and Send Appointment Payment Link to Patients

Personalize Communication for Patients and Practice Staff