Message Routing Logic Explained

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

Configure Appointment Request Routing Rules

You can set up routing rules for appointment requests sent by patients from NextGen® PxP Portal. In PxP Portal Integration Tool, select Message Routing icon.The Message Routing page opens. Image of the Message Routing page used to configure message routing To view the routing rules configured for a particular provider and location, select the location and provider, and then select Search. Select the Appointment Request tab. For Set Default User, enter the routing type and routing name. Appointment requests are routed to this user or group if no routing rules are configured. Select Save. Select Add Group to add a routing rule.A new row is added. A new row added to the Appointment Request tab to select a location and provider Select the location and provider, and then select Save icon to save the group. Note: Ensure that the location, provider and practice user are configured in NextGen® PxP Portal Site Generator with a valid external id. Select Add Route icon to add route for the rule.A

Patient Experience Help

Patient Appointment Request not Received in NextGen EHR and PM Inbox

You need to confirm the following criteria by using a test patient and sending a message: Is this happening for all patients? Is this happening for all locations? Is this happening for all providers or staff? Is the patient a registered NextGen® PxP Portal patient? Which location is selected by the patient while composing the message? Are external locations mapped in Site Generator? Does the provider or staff chosen by the patient have an external mapping in Site Generator? Are the Correct PxP Agents running in the PxP Portal Integration Tool (PPIT)? Note: Under the Patient Portal solution in PxP Portal Integration Tool, confirm that the status for Inbound Appointment Request is Running Does a routing rule exist in PPIT? Note: You can view the routing rules in the Message Routing window of PxP Portal Integration Tool (PPIT). Confirm if a routing rule exists for a patient selection and if it has valid recipients. Note: If you have verified all the criteria and patient appointment reques

Patient Experience Help

Configure Prescription Routing Rules

You can set up routing rules for prescription renewal requests sent from patients in NextGen® PxP Portal. In PxP Portal Integration Tool, select Message routing icon. The Message Routing page opens. Message Routing page To view the routing rules configured for a particular provider and location, select the location and provider, and then select Search. Select the Prescription tab. For Set Default User, enter the routing type and routing name. Prescription renewal requests are routed to this user or group if no routing rules are configured. Select Save. Select Add Group to add a routing rule. A new row is added. A new row added to the Prescription tab to select a location and provider Select the location and provider, and then select Save icon to save the group. Note: Ensure that the location, provider and practice user are configured in NextGen® PxP Portal Site Generator with a valid external id. Select Add Route icon to add a route for the rule. A new row is added. A new row added to

Patient Experience Help

Setting up Routing Rules for Patient Messages

Message routing rules help you route incoming messages, appointment requests and, medication renewal requests from NextGen® PxP Portal to providers, practice staff, or front desk personnel. You can configure the following routing rules for a group or user. Communication routing rules - For routing secure messages received from patients asking a question. Prescription routing rules - For routing prescription requests received from patients. Appointment request routing rules - For routing appointment requests received from patients. You can use the search option to view and edit the routing rules configured for a location and provider. Configure Communication Routing Rules You can configure routing rules for the messages sent from NextGen® PxP Portal. Configure Prescription Routing Rules You can configure routing rules for prescription renewal requests sent by patients in NextGen® PxP Portal. Configure Appointment Request Routing Rules You can configure appointment request routing rules

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Messages Initiated by Patients

From the Messages page, patients can Ask a Question to initiate a new message to your practice. Note: The Ask a Question button and the labels on the What's your message about? window are customizable and can be different. When a patient sends a message from NextGen® PxP Portal, all users in the routing policy receive that message. The mailbox Category and To columns display the selections made by the patient while creating the message. Since a routing policy can contain multiple users, before you can act on a message initiated by a patient, you must accept the message to take responsibility for completing the communication. For more information on configuring message routing policies, go to NextGen Healthcare Success Community and download the latest Configuration Guide for NextGen® PxP Portal Parent topic: Managing Communication Messages See also Managing Messages Received by a Distribution List

Message Routing Logic Explained

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Routing Rule Logic Sequence

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Message Routing Logic Explained

Routing Rule Logic Sequence

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