Search for Partially Completed Forms

Patient Experience Help

Search for Completed Custom Forms

You can search for and view the custom forms that patients have completed in NextGen® PxP Portal. Log on to Practice Portal. Select Custom Forms. The Custom Forms page opens. The Search Patient Forms section appears by default. The Custom Forms page presents a Search Patient Forms section To define the scope of your search, enter values for any of the available filters, and then select Search. A list of patient forms matching your search criteria is displayed. For each patient form, the list includes the name, completion date/time, location, status, and a link to details Optional: To print multiple forms together, select the forms, and then select Print Selected Forms. Optional: To view the details of a form, select the form name. An overview of the form appears. The overview of a form displays the form status and patient information, and provides a link to view the form. Optional: To view the form, select View as PDF on the overview of the form. Optional: To change the status of the f

Patient Experience Help

Search for Patient Invitations

You can search for all patient invitations for a specific period. Log on to Practice Portal. Select Patient Activation. The Patient Activation page opens. The Patient Activation page displays the Patient Search link in the left pane In the left pane, select Patient Search. The Patient Search page opens. The Patient Search section enables you select filter criteria and also displays results from the search To define the scope of your search, enter the values in one or more of the filters, and select Filter Patients. The Search Results section displays the patients matching your search criteria. Optional: To view the details of a patient's invitation, select the invitation. The Patient Dashboard lists the patient's completed forms and recent encounters. Optional: To resend any invitations, select Re-send Invitation(s). Parent topic: Managing Patient Invitations See also Log on to Practice Portal Viewing and Updating Patient Information Search for Partially Completed Forms

Patient Experience Help

Search for a Patient and Update Email and Mobile Number

You can use the search filters on the Patient Search page in Practice Portal to search for active and inactive NextGen® PxP Portal patients. Log on to Practice Portal. On the My Home page, in the left pane, select Patient Search.The Patient Search page opens. The Patient Search page provides options for filtering your search To define the scope of your search, enter the values in one or more of the filters, then select Search for Patient.The Search Results section displays the patients matching your search criteria. You can select a patient to view the Patient Dashboard. Note: You can select New Search to reset your search criteria. The Search Results page displays the name, social security number, birth date, and email address for each matching patient To update a patient email or mobile number, do the following: In Patient Dashboard, select Edit next to Mobile Number or Email, make the necessary changes, and then select Save. See also Log on to Practice Portal Viewing and Updating Pa

Patient Experience Help

Manage Budget Payment Plans

NextGen® PxP Portal enables practices to set up a payment plan for a patient, which automatically charges the patient's credit card on file for a set amount at scheduled payment intervals. For more information, go to NextGen Healthcare Success Community, and download the latest User Guide for NextGen® PxP Portal Pay. You can search for, view, and manage the budget payment plans for the patient. Log on to Practice Portal. Select Online Bill Pay. The Pay My Bill Online page opens. In the left pane, select Budget Payment Plan Search. The Search Budget Payment Plan section appears. The Search Budget Payment Plan enables you to enter search criteria and displays search results To define the scope of your search, enter values in one or more of the fields in Search Budget Payment Plan. Select Search. Budget payment plans matching your search criteria appear. You can export the results in CSV or PDF format. To view the details of a budget payment plan, select a date range from the Payment Peri

Patient Experience Help

View Patient Activation Reports

The Patient Activation report provides details of all outgoing NextGen® PxP Portal invitations during a specific period. This report includes data about the number of invitations sent per day, successful activations, and failed invitations. Log on to Practice Portal. Select Patient Activation. The Patient Activation page opens displaying the Patient Reports section. The Patient Reports section displays options for grouping or filtering information by date In Group By, select the grouping period for the report. From Filter By Date, select the date range for generating the report. You can search up to a maximum of three months of invitations at one time. Select Filter Patient Invitations. The Report Results section displays all the invitations that the practice has sent during the selected period. The Report Results section displays a list of dates and indicates the number of invitations from each date that have a given status To view the specific list of patients for each category, sele

Patient Experience Help

Forms not sent to NextGen EHR

You can use the Search Patient Form section to locate forms that are not sent to NextGen® Enterprise EHR. Open NextGen® PxP Portal Practice Portal. Select Custom Forms The Search Patient Forms section appears by default. Custom Forms To define the scope of your search, use one or more of the following filters. Select the status of the form. You can search for All, Open, Viewed, Printed, or Completed forms. Select the practice's location. Select the type of form. You can search for various types of published, unpublished, and deleted patient forms. Enter the patient's first name, last name, or date of birth. Select the date range for the search. You can search for a maximum of three months of completed forms at a time. Select Search. All patient forms matching the search criteria display. Parent topic: Patient Forms Issues

Search for Partially Completed Forms

Recommendations

Search for Completed Custom Forms

Search for Patient Invitations

Search for a Patient and Update Email and Mobile Number

Manage Budget Payment Plans

View Patient Activation Reports

Forms not sent to NextGen EHR

Search for Partially Completed Forms

Search for Completed Custom Forms

Search for Patient Invitations

Search for a Patient and Update Email and Mobile Number

Manage Budget Payment Plans

View Patient Activation Reports

Forms not sent to NextGen EHR