Open NextGen® PxP Portal, and then select Account.
The Account page opens.
Select Invite New.
The Health information authorization page opens.
Select Continue.
The Invite Trusted Representative page opens.
In the Account Details section, enter the details of the trusted representative.
In the Manage Access section, select the level of access for the trusted representative.
Select one of the following permissions for the trusted representative.
View and perform actions provides complete access to all modules.
View only provides view-only access to all modules.
Manage access per category access to selected modules.
Note: The modules configured for the practice on the Manage Your Online Solutions page in Site Generator appear when you select Manage access per category.
Select Send Invitation.
The email invitation to create a NextGen® PxP Portal account is sent to the trusted representative.
