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Enter Specific Criteria for Recipients
If the
Recipient Type
for a message is
Specific Criteria
, do the following:
Enter values for any of the items in the
Choose Recipients
section.
The message is sent to all the patients who match your criteria.
Optional:
To enable patients to reply to your message, select
Patients can reply to message
.
Select
Next
.
You are prompted to upload attachments. Select any desired attachments or skip this step and continue.
Enter Specific Criteria for Recipients
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
Patient Experience Help
Create a Recipients List
While creating your message in the Build a Message section of the Patient Messaging page, you can select various types of recipients. Select the type of recipient. Note: If you select All Patients, the message is sent to all the patients registered with the practice. Depending on the recipient type, the page displays fields for you to enter additional details. Enter the required details and select Next. Enter Details for Individual Patient Recipients To create a Practice Portal message for an individual recipient, you must enter the patient name, email, and ID. Enter Specific Criteria for Recipients You can direct a Practice Portal message to all recipients who match criteria such as gender, age, and race. Enter Details for Batch Recipients To create a Practice Portal message for a batch recipients, you must browse to a file with a list of the recipients. Parent topic: Build a Message See also Build a Message Create a Message Base Log on to Practice Portal Complete Building the Message
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
NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR
Set Practice Users or Groups as Recipients
From the main toolbar, select the Inbox button. The Workflow window opens. Select Compose. The Patient Portal Message window opens. Select the arrow on the To button, and then select Add User(s).The Select users and groups window opens. Enter the name of the user or group, and then select Search. From the search results, select the applicable recipients, and then select OK. Complete your message as required. Parent topic: Adding a Recipient See also Adding a Recipient
