Enrollments Issues

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

Patient Experience Help

Resend a Failed Patient Invitation

You can use the Patient Activation window to view the failed patient enrollment invitations and send a new invite. Open NextGen® PxP Portal Practice Portal. Select Patient Activation on the main menu. The Patient Activation window opens. Select Failures. The Parser and Activation Email Failures window appears listing the failed patient invitations. Parser and Activation Email Failures Note: You can filter your search by using the patient's first and last names, and date of sending the invitation. You can search for a maximum of three months of invitations at a given time. To resend multiple invitations together, you can select the invitations, and then select Re-send Invitation(s) Parent topic: Enrollments Issues

NextGen® Enterprise EHR Help

Enroll a Patient in NextGen® PxP Portal

Before you begin Ensure that the patient portal must setup in File Maintenance and has a valid NextGen® PxP Portal license for your practice. If the patient is not enrolled in NextGen® PxP Portal, you can send an enrollment invitation email through NextGen® Enterprise EHR. For more information on NextGen® PxP Portal, go to NextGen Healthcare Success Community and download the latest NextGen®PxP Portal Provider Guide forNextGen®Enterprise EHR. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. To invite the patient for NextGen® PxP Portal enrollment, do one of the following: On the Patient Information Card (PIC), select Enroll Now next to the Not enrolled in Patient Portal indicator. On the main toolbar, select File > Patient Portal > Enroll Now. NextGen® Enterprise EHR sends the patient an enrollment invitation email and a text message notification about the invitation. Additionally, the patient's enrollment status changes to Patient Portal enrollment pendin

NextGen® Enterprise EHR Help

Enroll a Patient in NextGen® PxP Portal

If the Patient Portal trigger action is Enrollment, you can set up a NextGen® PxP Portal account for the selected patient through NextGen® Enterprise EHR. For more information on the enrollment process, go to NextGen Healthcare Success Community and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR. Ask your system administrator which NextGen® Enterprise EHR template and field to use. In NextGen® Enterprise EHR, select the template that contains the Patient Portal trigger, and then select OK. Select the Patient Portal trigger on the applicable field. The following actions are triggered depending on the patient status: If the patient status is Not Enrolled and all mandatory patient information fields are filled, a NextGen® PxP Portal enrollment invitation email is sent to the patient. If the patient status is Not Enrolled and any mandatory fields are empty, a message with the missing patient information appears. For more information about the mandatory f

NextGen® Enterprise EHR Help

Enroll a Patient in NextGen® PxP Portal

Before you begin Ensure that the patient portal must setup in File Maintenance and has a valid NextGen® PxP Portal license for your practice. If the patient is not enrolled in NextGen® PxP Portal, you can send an enrollment invitation email through NextGen® Enterprise EHR. For more information on NextGen® PxP Portal, go to NextGen Healthcare Success Community and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. To invite the patient for NextGen® PxP Portal enrollment, do one of the following: On the Patient Information Card (PIC), select Enroll Now next to the Not enrolled in Patient Portal indicator. On the main toolbar, select File > Patient Portal > Enroll Now. NextGen® Enterprise EHR sends the patient an enrollment invitation email and a text message notification about the invitation. Additionally, the patient's enrollment status changes to Patient Portal enrollment pen

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Set up Patient Portal Trigger

The Patient Portal action launches windows at run time that enable you to: Set up an account for a patient on the NextGen® PxP Portal website. Schedule the future delivery of a message to a patient enrolled in NextGen® PxP Portal. After a message has been scheduled, you can review and edit or delete it, if necessary. NextGen® PxP Portal is a secure Internet portal that enables patients to communicate with providers, request appointments, request prescription refills, review test results, complete online forms, view documents and statements, and access health reference information. For more information, go to NextGen Healthcare Success Community and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR. Follow the applicable steps in General Trigger Setup. Select the Patient Portal action. The Patient Portal window opens. From the Actions list, select one of the following: Enrollment to send an NextGen® PxP Portal enrollment invitation. The following actions

Enrollments Issues

Recommendations

Patient Did Not Receive an Invitation

Resend a Failed Patient Invitation

Enroll a Patient in NextGen® PxP Portal

Enroll a Patient in NextGen® PxP Portal

Enroll a Patient in NextGen® PxP Portal

Set up Patient Portal Trigger

Enrollments Issues

Patient Did Not Receive an Invitation

Resend a Failed Patient Invitation

Enroll a Patient in NextGen® PxP Portal

Enroll a Patient in NextGen® PxP Portal

Enroll a Patient in NextGen® PxP Portal

Set up Patient Portal Trigger