Prerequisites for Sending the NextGen Virtual Visits™ Link to Patients through NextGen® Patient Engage powered by Luma

Patient Experience Help

Prerequisites for Using NextGen® Patient Engage powered by Luma

To use NextGen® Patient Engage powered by Luma, you must have the following applications installed and configured in your system: NextGen® Enterprise 6.2021 patch 251 or later. NextGen® Enterprise API January 2025 or later. PxP Portal Integration Tool 2.17 or later. You must also configure the document type to store patients' pre-visit PDF documents in File Maintenance. Create a Category for Patient Documents Received from NextGen Patient Engage powered by Luma You can create a category in File Maintenance to store the documents that patients submit in NextGen® Patient Engage powered by Luma. Configure the PreCheck Field in NextGen Enterprise PM You can add the PreCheck user-defined field to update the precheck status of appointments in NextGen® Enterprise PM. Set Tooltip Preferences for Appointments You can customize the tooltip text that appears when you use a mouse to hover over an appointment in NextGen® Enterprise PM. See also Create a Category for Patient Documents Received from

Patient Experience Help

Update Appointment Types, Facilities, and Provider Practice Resources

In NextGen® Patient Self-Scheduling powered by Luma, you can find facilities, providers, and appointment type resources. When NextGen® Enterprise integrates with NextGen® Patient Self-Scheduling powered by Luma for the first time, the existing appointments are synced with the patient self-scheduling application along with the corresponding practice resources. After the initial syncing, the self-scheduling application syncs with NextGen® Enterprise on a daily basis to pull future scheduled appointments along with new practice resources if available. The practice resources information is used to customize the reminder and broadcast messages. For example, when you select a facility name or address variable from the Insert Squiggly list, the information is updated from the practice resources in your account. Note: For more information, visit Luma Help Center. Open your Luma Dashboard. Select the patient profile icon, and then select Mission Control > Practice Resources. To modify appointme

Patient Experience Help

Prerequisites for Using NextGen® Patient Self-Scheduling Powered by Luma

You can use NextGen® Patient Self-Scheduling powered by Luma to schedule online appointments and reschedule appointments through email and text reminders. To use NextGen® Patient Self-Scheduling powered by Luma, you must have the following applications installed and configured in your system: NextGen® Enterprise 6.2021.1 patch 251 or later. NextGen® Enterprise API January 2025 or later.

Patient Experience Help

View and Download Usage Reports in NextGen® Patient Engage powered by Luma

You can view and download the following usage metrics for NextGen® Patient Engage powered by Luma: Number of appointments booked through NextGen® Patient Engage powered by Luma No-show rate Rescheduling metrics Broadcast message deliverability Telehealth appointments Chat conversations You can use filters to view data based on date ranges, facilities, providers, and appointment types. Note: For more information, visit Luma Help Center. Open your Luma Dashboard. Select Insights Center > Reports. To view a specific data report, select Filters, select the filter criteria, and then select Apply Filters. You can lock the reporting filters to avoid reselecting the filters every time. Under Reports, expand and select the necessary section, and then scroll down to the end of the report to select Export. To email a report, do the following: Select a metric in the report, and then select the menu icon. Select Export, and then select from the Download or Send list. Parent topic: Review and Acknow

NextGen® Enterprise EHR Help

Open NextGen Virtual Visits™

Before you begin Provider must be at a practice that is licensed with NextGen Virtual Visits™. Patient must be an existing patient and already scheduled for a virtual visit. Patient must be checked into NextGen Virtual Visits™ before the provider or the provider's staff. Ensure that the Send HTML document for mobile integration option is enabled in the Virtual Visits portal for the Virtual Visit link to appear in Encounters. You must enable and configure NextGen Virtual Visits™ in File Maintenance. For more information on configuring practice preferences for NextGen Virtual Visits™, go to NextGen Healthcare Success Community, and download the latest File Maintenance Preferences Guide for NextGen® Enterprise. Open NextGen® Enterprise EHR, and select a patient scheduled for a virtual visit. On the Top Toolbar, select Inbox . The Workflow module opens. On the Appointments tab, double-click the virtual visit appointment in the appointment list. Note: When the patient has checked in for vir

Patient Experience Help

Review and Acknowledge Patient PreCheck Forms

Open your Luma Dashboard. To review precheck forms such as clinical intake, feedback, and consent or policy documents completed by the patient before you join an appointment, scroll down to Action Queue and Patient Activity. The completed forms appear in the corresponding category. To view form details, double-click the necessary form type. To indicate that you acknowledge the form, select the corresponding form, and then select Acknowledge. Add the Appointment Charges and Prior Balance Columns to Your Schedule View While viewing the schedule, you can review and select the appropriate co-pay and additional charges for the appointment based on the patient's insurance eligibility. You can also view notes and staff review information from the Schedule view. Review Patient Insurance Eligibility and Co-pay, and Send Appointment Payment Link to Patients You can review, add, edit, and save patients' insurance information to NextGen® Enterprise PM. You can also review the co-pay amount and sen

Prerequisites for Sending the NextGen Virtual Visits™ Link to Patients through NextGen® Patient Engage powered by Luma

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Prerequisites for Using NextGen® Patient Engage powered by Luma

Update Appointment Types, Facilities, and Provider Practice Resources

Prerequisites for Using NextGen® Patient Self-Scheduling Powered by Luma

View and Download Usage Reports in NextGen® Patient Engage powered by Luma

Open NextGen Virtual Visits™

Review and Acknowledge Patient PreCheck Forms

Prerequisites for Sending the NextGen Virtual Visits™ Link to Patients through NextGen® Patient Engage powered by Luma

Prerequisites for Using NextGen® Patient Engage powered by Luma

Update Appointment Types, Facilities, and Provider Practice Resources

Prerequisites for Using NextGen® Patient Self-Scheduling Powered by Luma

View and Download Usage Reports in NextGen® Patient Engage powered by Luma

Open NextGen Virtual Visits™

Review and Acknowledge Patient PreCheck Forms