NextGen Knowledge Center

Managing Accounts for Guardians and Trusted Representatives in Practice Portal

Practice can invite guardians and trusted representatives for patients using the Family Management section in Practice Portal. Practices can also edit the access rights of a trusted representative on behalf of a patient.

Practices can manage the following types of patients using the Patient Dashboard in Practice Portal:
  • Inactive Underage Patient

    This type of patient is not old enough to age out, and the patient's parent or guardian has not completed the enrollment using the invitation email. The Patient's age is under the age-out age configured for this practice icon indicates that the patient is not old enough to age out.

  • Active Underage Patient
    This type of patient is not old enough to age-out, and the patient's parent or guardian has accepted the invitation and activated the account. Your practice can manage the following scenarios associated with an active account for an underage patient:
    • If the guardian has a NextGen® PxP Portal account, your practice can view the guardian patient dashboard by selecting View under Family Management.
    • If the guardian does not have a NextGen® PxP Portal account, your practice can send a password reset email.
      Family Management section for an active account for an underage patient whose guardian does not have a portal account

    • If an underage patient's guardians are no longer linked, the underage icon is turned off.
  • Patient Who Has Aged Out

    If a patient of majority age does not have a valid email address or a guardian listed because guardians are unlinked automatically during the age-out process, you can invite a new parent or guardian if needed by selecting Invite New under Family Management.

  • Active Adult Patient

    The following scenarios are associated with an active account for an adult patient.

    • An active adult patient who is not a parent, guardian, or trusted representative appears as a regular patient.
    • An active adult patient who is also a parent or guardian has their dependents listed in the Family Management section.
    • An active adult patient who is a trusted representative has their linked accounts listed in the Family Management section.
    • An active adult patient who has a trusted representative has their trusted representatives listed in the Family Management section.

Active accounts for adults who are not patients do not have a patient dashboard.

Managing Accounts for Guardians and Trusted Representatives in Practice Portal