If the patient does not receive an enrollment invitation, you should check the following:
- You need to verify that correct PxP Agents are running in PxP Portal Integration Tool (PPIT).
- You need to verify that the patient email address is removed from the Email Communication (Opt Out) section from Site Generator.
- You can search for, view, and resend the failed patient invitations from Practice Portal.
- Verify the following configurations in Site Generator before sending a patient invite.
- Enable the following solutions on the Manage Your Online Solutions page:
- IHG Integration API 2.0
- Patient Activation
Note: The Don't send invitation emails check box on the Patient Activation page must be cleared.
- Ensure that users and providers are mapped.
- Verify if the configuration is affecting a single practice staff member and all patients.
- Verify if the configuration is affecting a single patient.
- Ensure that all the patient information fields are correctly entered by the practice to send an invite the patient. This includes first name, last name, date of birth, zip code, email and birth sex.
- Ensure that the patient is not deceased or expired.
- Verify if the configuration is affecting multiple patients.
- Verify if Patient Portal workflow is enabled in NextGen System Administrator. The value for Use Patient Portal under Workflow universal preference should be set to True.
- Verify if the Patient Portal is enabled for the practice in NextGen File Maintenance. The Enable patient portal functionality for this practice should be selected when you view Online Practice Settings under Patient Portal.
- Verify if the Patient Portal License is active in NextGen License Manager by confirming if the correct database is listed with a valid license in NextGen License Manager window.
Note: Ensure that the Patient Portal RT Scheduling license is active.
- Verify PxP Connector Service is running in PxP Services by opening the server
Services.msc , and checking if PxP Connector Service , and Edge API service is Running.
Note: If you have verified all the steps and Patient Invites are still not making it to patient, contact NextGen Support.
