Create and Update Text Messages and Templates

Patient Experience Help

Set Up General and Communication Feature Settings

Administrators can set the account time zone and the earliest and latest hours to communicate with patients to ensure that patients are not disturbed by messages at inappropriate times. Administrators can also set the duration of user inactivity before the session automatically logs off and the number of days a message link remains active after being sent to patients. Additionally, administrators can turn off specific message channels for the account, such as SMS, voice, email, and chat, to customize the practice preferences for staff notifications. Note: For more information, visit Luma Help Center. Open your Luma Dashboard. Select the patient profile icon, and then select Mission Control. In Feature Settings, select General, configure or turn on the necessary features, and then select Save. You can also configure the following features: Communication Feedback Forms Followup Inbound Referral Insurance Outbound Referral Reminder Scheduler Scheduler Assist Waiting Room Waitlist Parent t

Patient Experience Help

Create and Update Customized Patient Forms

As a practice administrator, you can create and customize pre-scheduling, intake, feedback, Consolidated Clinical Document Architecture (CCDA), and scheduler assist normal, screening, and multilanguage-supported forms. Providers can use forms to allow patients to complete intake requirements before coming to the appointment and therefore streamline staff workflows. In NextGen® Patient Engage powered by Luma, the administrator can configure intake forms in appointment reminders or send directly to patients in messages, including reminders, broadcasts, chats, and custom actions. Your administrator can use existing templates or create their own forms. The application supports forms in English, Spanish, and Portuguese. Patients can select their preferred language while completing forms. The administrator must select the preferred language type when creating forms to support forms in multiple languages. A provider can use a screening form to assess a patient's mental health or sleep before

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

Patient Experience Help

Create and Send Messages to Patient Groups

You or your practice staff can send messages about office closures, inform patients about provider absences, and contact patients with the same upcoming procedure up to 10,000 patients at a time without manually calling each patient. To avoid unintentional messages, when sending a bulk message to more than 1,000 patients, the message is sent to the support team for review before sending to patients. After reviewing the message, the support team either approves and sends to patients or requests changes if needed. NextGen Healthcare recommends using only 320 characters and reviewing the NextGen® Patient Engage powered by Luma health message content policy before sending a broadcast message. The support team reviews and approves messages from 6 AM to 5 PM PST within one hour for messages submitted before 12 PM PST on business days. Note: For more information, visit Luma Help Center. Open your Luma Dashboard. Select Communication > Broadcasts, and then select Send Broadcast. Select Schedul

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

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

Create and Update Text Messages and Templates

Recommendations

Set Up General and Communication Feature Settings

Create and Update Customized Patient Forms

Personalize Communication for Patients and Practice Staff

Create and Send Messages to Patient Groups

Communicate with Your Patients and Practice Staff

Build a Message

Create and Update Text Messages and Templates

Set Up General and Communication Feature Settings

Create and Update Customized Patient Forms

Personalize Communication for Patients and Practice Staff

Create and Send Messages to Patient Groups

Communicate with Your Patients and Practice Staff

Build a Message