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How Site Generator Permissions Relate to the PxP Portal Integration Tool (PPIT)
You can understand the workflow of
Message Routing Logic
and
Routing Rule Logic Sequence
.
Message Routing Logic Explained
Routing Rule Logic Sequence
How Site Generator Permissions Relate to the PxP Portal Integration Tool (PPIT)
Patient Experience Help
Routing Rule Logic Sequence
The PxP Portal integration is built to check for various filter combinations to decide where to send a message. The below events occur as message routings are scanned for various combinations to determine where the message should go. Below each event is an example of how rules could be configured in PxP Portal Integration Tool (PPIT) Message Routing. These combinations can vary based on the unique setup in Site Generator and the respective selections. Prescription Request or Appointment Request Routing Examples Ask A Staff Routing Examples Parent topic: How Site Generator Permissions Relate to the PxP Portal Integration Tool (PPIT)
Patient Experience Help
Message Routing Logic Explained
What does Message Routing Logic means? By design, all users (staff and providers) should be mapped in Site Generator with a unique User ID from NextGen. Locations in Site Generator are also mapped with a unique external location ID from NextGen. What would occur if no routing rules are set? When a patient selects and sends a message for a location and provider in NextGen® PxP Portal that has required map values in Site Generator, as per design, if no routing rules are found for the provider and location selected, when sent, the message would arrive in the provider’s inbox as that is the User ID selected. What is the purpose for setting routing rules? Generally as per practice workflows, providers have a group of users who respond on their behalf to patients. The ability to add routing rules based on selections made in NextGen® PxP Portal enables the practice to control who receives a message when it arrives in NextGen® Enterprise EHR or NextGen® Enterprise PM from NextGen® PxP Portal.
Patient Experience Help
Understanding Permissions in Site Generator
Site Generator permissions and their relation to rule setup in the PxP Portal Integration Tool helps you to understand and assign permissons at grannular level for users. Prerequisites to Setup Permissions in Site Generator Permission Setup Workflow: Site Generator to PxP Portal Integration Managing Permissions and Personnel Types Associating Personnel Types to Online Solutions You can associate personnel types to online solutions. Associating Locations to Physicians/Providers and Personnel You can associate locations to Physicians/Providers and Personnel. Assigning Permissions to Individual Users You can assign permissions to individual users. Using the Workflow User for Ask A Staff Setup You can use the workflow user for Ask A Staff setup. Examples of Ask A Staff Permission Logic and Setup You can setup permissions for Ask a Staff for different scenarios. Examples of Appointment Request Logic You need to select location and provider combination for the appointment request logic. Exam
Patient Experience Help
Additional Configuration Examples Based on Real Time Scenarios
Below you will see examples of setup from start to finish starting in Site Generator and ending in PPIT Message Routing utility. Showing the configuration in Site Generator > Patient Portal > Logic for routing rule in PPIT Message Routing Billing Question Setup from Site Generator You can setup Billing Question from Site Generator. PxP Portal Integration Tool (PPIT) Message Routing Options for Billing Question Setup You can setup the message routing for the Billing Question from PPIT. Ask a Provider Setup from Site Generator You can setup Ask a Provider from Site Generator. PxP Portal Integration Tool (PPIT) Message Routing Options for Ask a Provider Setup You can setup the message routing for Ask a Provider from PPIT.
Patient Experience Help
Permission Setup Workflow: Site Generator to PxP Portal Integration
Adding Information in Site Generator People like Locations, Physicians/Providers, and non-physician personnel are added to the Site Generator. Mapping Information The added Locations, Physicians/Providers, and personnel are linked or mapped within the Site Generator. Creating Ask A Staff Labels Special labels called Ask A Staff are generated. Setting up User Permissions Users are configured with specific permissions, like Enable/Accept, in order to make them available for selection when patients want to send messages on the portal. Integration Tool Rules In the Integration Tool, rules are established to decide where and to whom messages should be sent. This is based on the location and person the patient chose on the portal. Parent topic: Understanding Permissions in Site Generator
Patient Experience Help
PxP Portal Integration Tool (PPIT) Message Routing Options for Billing Question Setup
When the question is configured in Site Generator, direct to the PxP Portal Integration Tool > Message Routing > Communication, to control how this message is filtered to know where it reaches in the inbox. Option 1 (Preferred Method): Filter by Message SubType (which is the same thing as the Ask A Staff Labels in Site Generator) only > (No location or provider filter combination) > Route to X Group Logic: Else check on Label only, if combination found then route to designated recipients for the rule. PPIT_Billing Question Option 2: Filter by Message SubType + User selected with question > Route to X Group Logic: Else check on Label and Staff, if combination found then route to designated recipients for the rule. PPIT_NEXTGEN Admin Option 3: Filter by Question Label + location selected with question > Route to X Group Logic: Else check on Label and Location, if combination found then route to designated recipients for the rule. PPIT_Single Location Enabled Option 4: Filter by Message S
