Routing Rule Logic Sequence

Patient Experience Help

Message Routing Logic Explained

What does Message Routing Logic means? By design, all users (staff and providers) should be mapped in Site Generator with a unique User ID from NextGen. Locations in Site Generator are also mapped with a unique external location ID from NextGen. What would occur if no routing rules are set? When a patient selects and sends a message for a location and provider in NextGen® PxP Portal that has required map values in Site Generator, as per design, if no routing rules are found for the provider and location selected, when sent, the message would arrive in the provider’s inbox as that is the User ID selected. What is the purpose for setting routing rules? Generally as per practice workflows, providers have a group of users who respond on their behalf to patients. The ability to add routing rules based on selections made in NextGen® PxP Portal enables the practice to control who receives a message when it arrives in NextGen® Enterprise EHR or NextGen® Enterprise PM from NextGen® PxP Portal.

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How Site Generator Permissions Relate to the PxP Portal Integration Tool (PPIT)

You can understand the workflow of Message Routing Logic and Routing Rule Logic Sequence. Message Routing Logic Explained Routing Rule Logic Sequence

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Prescription Request or Appointment Request Routing Examples

Else check on Location only, if combination found then route to designated recipients for the rule. Example (RX Refill or Appointment Request Routing): Location = Send to Recipients Else check on Staff and Location, if combination found then route to designated recipients for the rule. Example (Prescription Request or Appointment Request Routing): Location + Provider = Send to Recipients Else check on Staff only, if combination found then route to designated recipients for the rule. Example (RX Refill or Appointment Request Routing): Provider = Send to Recipients Prescription Request or Appointment Request Routing Parent topic: Routing Rule Logic Sequence

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Ask A Staff Routing Examples

Label and Location, if combination found then route to designated recipients for the rule. Example: Ask a Provider label + Location = Send to X Recipients Label and Staff, if combination found then route to designated recipients for the rule. Example: Ask a Provider label + Provider = Send to X Recipients Label, Staff, and Location, if combination found then route to designated recipients for the rule. Example: Ask a Provider label (Ask a Question Label in Site Generator) + Location (External Location ID Mapped in Site Generator) + Provider (User ID of Provider in Site Generator) = Send to X recipients Label only, if combination found then route to designated recipients for the rule. Example (Ask a Question Routing): Ask a Provider label = Send to Recipients Ask A Staff Routing Note: If no routing rule is found for the message, then attempt is done to send to the user who is associated with message in Site Generator if User ID is found. Parent topic: Routing Rule Logic Sequence

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Additional Configuration Examples Based on Real Time Scenarios

Below you will see examples of setup from start to finish starting in Site Generator and ending in PPIT Message Routing utility. Showing the configuration in Site Generator > Patient Portal > Logic for routing rule in PPIT Message Routing Billing Question Setup from Site Generator You can setup Billing Question from Site Generator. PxP Portal Integration Tool (PPIT) Message Routing Options for Billing Question Setup You can setup the message routing for the Billing Question from PPIT. Ask a Provider Setup from Site Generator You can setup Ask a Provider from Site Generator. PxP Portal Integration Tool (PPIT) Message Routing Options for Ask a Provider Setup You can setup the message routing for Ask a Provider from PPIT.

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PxP Portal Integration Tool (PPIT) Message Routing Options for Ask a Provider Setup

Option 1 (Preferred Method):Filter by Message SubType + Provider > Route to Recipients Logic: Else check on Label and Staff, if combination found then route to designated recipients for the rule. PPIT_Ask a Provider_Setup Option B (not recommended): Logic: Label, Staff, and Location, if combination found then route to designated recipients for the rule. Note: This option works but require additional message routing rules inputted with no true benefit to practice. Since the messages goes to the same workgroup based on provider chosen, not necessarily the location combination with provider. Parent topic: Additional Configuration Examples Based on Real Time Scenarios

Routing Rule Logic Sequence

Recommendations

Message Routing Logic Explained

How Site Generator Permissions Relate to the PxP Portal Integration Tool (PPIT)

Prescription Request or Appointment Request Routing Examples

Ask A Staff Routing Examples

Additional Configuration Examples Based on Real Time Scenarios

PxP Portal Integration Tool (PPIT) Message Routing Options for Ask a Provider Setup

Message Routing Logic Explained

How Site Generator Permissions Relate to the PxP Portal Integration Tool (PPIT)

Prescription Request or Appointment Request Routing Examples

Ask A Staff Routing Examples

Additional Configuration Examples Based on Real Time Scenarios

PxP Portal Integration Tool (PPIT) Message Routing Options for Ask a Provider Setup