Managing Patient Invitations

Patient Experience Help

View Patient Activation Reports

The Patient Activation report provides details of all outgoing NextGen® PxP Portal invitations during a specific period. This report includes data about the number of invitations sent per day, successful activations, and failed invitations. Log on to Practice Portal. Select Patient Activation. The Patient Activation page opens displaying the Patient Reports section. The Patient Reports section displays options for grouping or filtering information by date In Group By, select the grouping period for the report. From Filter By Date, select the date range for generating the report. You can search up to a maximum of three months of invitations at one time. Select Filter Patient Invitations. The Report Results section displays all the invitations that the practice has sent during the selected period. The Report Results section displays a list of dates and indicates the number of invitations from each date that have a given status To view the specific list of patients for each category, sele

Patient Experience Help

View Failed Patient Invitations

You can search for, view, and resend failed patient invitations. Log on to Practice Portal. Select Patient Activation. The Patient Activation page opens. The Patient Activation includes a list of choices in the left pane In the left pane, select Failures. The Parser and Activation Email Failures page lists the failed patient invitations. For each failed invitation, the Parser and Activation Email Failures displays the patient name, invitation date, number of retries, next retry date, email address, failure reason, and a link to view details Optional: Perform the following steps as needed: To... Do This... Filter your search Enter the patient's first and last names or a date range. You can search for a maximum of three months of invitations at one time. Resend multiple invitations Select the invitations and select Re-send Invitation(s). View the details of a failed invitation Select View in the right column of the invitation's row. The Activation Email Failure Details pane appears. From

Patient Experience Help

Search for Patient Invitations

You can search for all patient invitations for a specific period. Log on to Practice Portal. Select Patient Activation. The Patient Activation page opens. The Patient Activation page displays the Patient Search link in the left pane In the left pane, select Patient Search. The Patient Search page opens. The Patient Search section enables you select filter criteria and also displays results from the search To define the scope of your search, enter the values in one or more of the filters, and select Filter Patients. The Search Results section displays the patients matching your search criteria. Optional: To view the details of a patient's invitation, select the invitation. The Patient Dashboard lists the patient's completed forms and recent encounters. Optional: To resend any invitations, select Re-send Invitation(s). Parent topic: Managing Patient Invitations See also Log on to Practice Portal Viewing and Updating Patient Information Search for Partially Completed Forms

Patient Experience Help

Patient Activation Report Contents

The Patient Activation report contains the following information for each date when invitations are sent: Activated The number of patients who have activated their NextGen® PxP Portal account. Pending The number of patients who have not yet activated their account, and their invitation has not expired yet. Expired The number of patients who have not activated their account within the required period. For most practices, the invitation expires within 40 days after the first invitation is sent. Sent Invitations The number of invitations to join NextGen® PxP Portal that were successfully sent to patients. Failures The number of invitations that does not reach patients. Such failures typically occur when there is an invalid email address on the patient file. Self Registered The number of patients who have created an account in NextGen® PxP Portal without an invitation. Parent topic: Managing Patient Invitations

Patient Experience Help

Resend a Failed Patient Invitation

You can use the Patient Activation window to view the failed patient enrollment invitations and send a new invite. Open NextGen® PxP Portal Practice Portal. Select Patient Activation on the main menu. The Patient Activation window opens. Select Failures. The Parser and Activation Email Failures window appears listing the failed patient invitations. Parser and Activation Email Failures Note: You can filter your search by using the patient's first and last names, and date of sending the invitation. You can search for a maximum of three months of invitations at a given time. To resend multiple invitations together, you can select the invitations, and then select Re-send Invitation(s) Parent topic: Enrollments Issues

Patient Experience Help

Invite a Trusted Representative

Before you begin The modules for a practice must be activated on the Manage Your Online Solutions page in Site Generator. By default, a trusted representative receives complete access to the patient's NextGen® PxP Portal account. You can specify the active modules for a practice that can be accessed by a trusted representative. Log on to Practice Portal. To open the Patient Dashboard page, search for and select a patient. In the Family Management section, select Invite New.The Family Management section provides a list of trusted representatives, as well as options to unlink each one or send a password reset The Invite Trusted Representative page opens. The Invite Trusted Representative page prompts you to enter contact information and manage access for the representative Enter the first name, last name, email, mobile number, and relationship of the trusted representative. In the Manage Access section, select one of the following access types for the trusted representative: View and per

Managing Patient Invitations

Recommendations

View Patient Activation Reports

View Failed Patient Invitations

Search for Patient Invitations

Patient Activation Report Contents

Resend a Failed Patient Invitation

Invite a Trusted Representative

Managing Patient Invitations

View Patient Activation Reports

View Failed Patient Invitations

Search for Patient Invitations

Patient Activation Report Contents

Resend a Failed Patient Invitation

Invite a Trusted Representative