Examples of using the Workflow User

Patient Experience Help

Workflow User Enabled at Multiple Locations

When workflow user is enabled at multiple locations for question, patients can select any location from the dropdown menu. Practice sends messages to a different workgroup only based on location selected for question but patient can not specify a provider. Ask a Nurse updated from Site Generator Solution_Ask a Nurse Patient view for Ask a Nurse in NextGen® PxP Portal Ask a Nurse Parent topic: Examples of using the Workflow User

Patient Experience Help

Workflow User Enabled at One Location for Question

When workflow user is enabled at one location for question, patient does not receive any dropdown menu to select. Practice receives all messages for a question sent to the same workgroup and patients can not choose a specific provider or location, such as ‘Ask a Billing Question’ Setup: Manage Solutions for Personnel Types: Assign Billing Question to ‘Other’ Personnel Type Manage Location for Users: Assign appropriate locations to NextGen Admin user in ‘Other’ Personnel Type Manage Solutions for Users: Use defined filters to filter by Other, Billing Question Label, Locate NextGen Admin and Enable for one location Billing Question updated from Site Generator Solution_Billing Question Patient view for Billing Question in NextGen® PxP Portal Parent topic: Examples of using the Workflow User

Patient Experience Help

Using the Workflow User for Ask A Staff Setup

Workflow User: A user who is mapped in Site Generator with a unique user ID from NextGen System Administrator. If you would like to set up a question to have no dropdown menus, it is recommended to use NextGen Admin as workflow user. Advantages of using the workflow user: Less maintenance for practice. Though any provider or staff member could be configured as a workflow user for a question, if that user leaves the organization, the practice would be required to re-configure who is assigned the question in Site Generator. NextGen Admin is mapped to user id 0 and will remain in System Administrator indefinitely unless otherwise noted by the practice. Note: The value of 0 mapped for the NextGen Admin corresponds to userID of the admin user in the NextGen system. Manage Your Personnel Information Examples of using the Workflow User You can Parent topic: Understanding Permissions in Site Generator

Patient Experience Help

Examples of Ask A Staff Permission Logic and Setup

Now that you have an understanding of the steps leading up to assigning permissions to users and how those permissions will effect workflows, below are some examples of how setting up different permissions can change the patient’s workflow in NextGen® PxP Portal. Different scenarios are explained to understand the workflow of Ask a Staff: Scenario/Setup One: One user and one location enabled for question - No dropdown menu for patient when question is selected in NextGen® PxP Portal. Scenario/Setup Two: One user enabled for multiple locations for question - Multi location menu dropdown reflected in NextGen® PxP Portal. Scenario/Setup Three: Multiple users, and multiple locations enabled for question - Location and provider dropdown menu reflected in NextGen® PxP Portal. One User and One Location Enabled for Question You can enable one user and one location for Ask a Staff question. One User and Multiple Locations Enabled for Question You can enable one user and multiple locations for A

Patient Experience Help

One User and Multiple Locations Enabled for Question

If one user and multiple locations are enabled for Ask a Staff question in Site Generator, then multi location dropdown menu is reflected when patient selects the question in NextGen® PxP Portal. Ask a Provider updated from Site Generator Solution_Ask a Provider Patient view for Ask a Provider in NextGen® PxP Portal Ask a Provider Parent topic: Examples of Ask A Staff Permission Logic and Setup

Patient Experience Help

Multiple Users Multiple Locations Enabled for Question

If multiple users and multiple locations are enabled for Ask a Staff question in Site Generator, then multi-location and multiple provider dropdown menus are reflected when the patient selects the question in NextGen® PxP Portal. Ask a Provider updated from Site Generator Solution_Ask a Provider Patient view for Ask a Provider in NextGen® PxP Portal Ask a Provider Parent topic: Examples of Ask A Staff Permission Logic and Setup

Examples of using the Workflow User

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Workflow User Enabled at Multiple Locations

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Examples of using the Workflow User

Workflow User Enabled at Multiple Locations

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Examples of Ask A Staff Permission Logic and Setup

One User and Multiple Locations Enabled for Question

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