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

Patient Experience Help

Generate Reports in NextGen® Enterprise PM That List Appointments Scheduled through NextGen Patient Self-Scheduling Powered by Luma

Open NextGen® Enterprise PM. From the main toolbar, select Reports > Scheduling > Appointment Listing. In the NextGen Report Filter: Appointment Listing window, do the following: From Setting List, select the Filter 1 tab, and then select the date range from Appt Date. From Setting List, select the Filter 2 tab, and then enter Like and Luma in Details. Select OK to generate the report.

Patient Experience Help

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

To send a virtual visit link through NextGen® Patient Engage powered by Luma to patients, your practice must meet the minimum requirements and configure properly. When a virtual visit appointment is scheduled in NextGen Virtual Visits™, NextGen® Patient Engage powered by Luma collects the patient-specific virtual visit URL and sends to patients 30 minutes and 5 minutes before the appointment time through a text message or email. To send virtual visit links through NextGen® Patient Engage powered by Luma, you must have the following applications installed and configured in your system: NextGen® Enterprise 6.2021 or NextGen® Enterprise 8. NextGen Virtual Visits™. NextGen® Enterprise API January 2025 or later. Note: For more information on API, refer to https://nextgenhealthcare.lightning.force.com/lightning/r/Knowledge__kav/kaIDo00000009HzMAI/view. Your practice team must contact NextGen Healthcare Support to configure the following: Luma Integration and corresponding Visit Type and Prov

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 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 Your Profile in NextGen® Patient Self-Scheduling Powered by Luma

Before you begin Ensure that you have the appropriate licenses to modify and customize the relevant features. You can update your name, email, phone number, photo, and password in your profile for NextGen® Patient Self-Scheduling powered by Luma. Open your Luma Dashboard. Select the patient profile icon, and then select Mission Control. The Home tab opens on the Mission Control page. Select My Account, and update the necessary information in Profile and Contact Information. In Security, select from Roles, Provisioning, and Groups. To turn on two-factor authentication, do the following: Select Set up 2FA. In Set up two-factor authentication (2FA), select the appropriate option, select Verification Code, and then select Confirm. To update notification preferences, turn on the appropriate options in the following sections, and then select Save. Patients Notification Preferences Forms Notification Preferences Insurance Notification Preferences Referrals Notification Preferences Waitlists N

Patient Experience Help

Create and Update User Groups

To obtain access to patient data in NextGen® Patient Self-Scheduling powered by Luma, each user must assigned to a security group associated with the necessary features. Open your Luma Dashboard. Select the patient profile icon, and then select Mission Control > Security Center > Groups. Select Create a new group. In the Create new group window, do the following: In Title, enter the group name. Select the All Facilities checkbox or select the necessary features in Details, and then select Create group. To edit an existing group, select the necessary group menu icon, update the necessary details, and then select Save. Optional: To delete a group, do the following: Select the corresponding group Users, select all users, select the menu icon, and then select Remove from group. Select Security Center > Groups. Select the corresponding group menu icon, select Delete group, and then select Yes, delete group.

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

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Generate Reports in NextGen® Enterprise PM That List Appointments Scheduled through NextGen Patient Self-Scheduling Powered by Luma

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

Update Appointment Types, Facilities, and Provider Practice Resources

Prerequisites for Using NextGen® Patient Engage powered by Luma

Update Your Profile in NextGen® Patient Self-Scheduling Powered by Luma

Create and Update User Groups

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

Generate Reports in NextGen® Enterprise PM That List Appointments Scheduled through NextGen Patient Self-Scheduling Powered by Luma

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

Update Appointment Types, Facilities, and Provider Practice Resources

Prerequisites for Using NextGen® Patient Engage powered by Luma

Update Your Profile in NextGen® Patient Self-Scheduling Powered by Luma

Create and Update User Groups