Search for Patient Invitations

Patient Experience Help

View Failed Patient Invitations

You can search for, view, and resend failed patient invitations. Log on to Practice Portal. Select Patient Activation. The Patient Activation page opens. The Patient Activation includes a list of choices in the left pane In the left pane, select Failures. The Parser and Activation Email Failures page lists the failed patient invitations. For each failed invitation, the Parser and Activation Email Failures displays the patient name, invitation date, number of retries, next retry date, email address, failure reason, and a link to view details Optional: Perform the following steps as needed: To... Do This... Filter your search Enter the patient's first and last names or a date range. You can search for a maximum of three months of invitations at one time. Resend multiple invitations Select the invitations and select Re-send Invitation(s). View the details of a failed invitation Select View in the right column of the invitation's row. The Activation Email Failure Details pane appears. From

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

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

Deactivate or Delete a Patient's Account

You can deactivate or delete a patient's account in Practice Portal. If you deactivate a patient, the patient remains registered in the practice. However, the patients' encounter information does not appear in the Practice Portal. If you delete a patient, the patient's account is removed from the database and cannot be retrieved. To rejoin the practice, the patient must register as a new patient. To make it easier for a patient to rejoin the practice, it is better to deactivate rather than delete the patient. Log on to Practice Portal. Search for and select a patient to open the Patient Dashboard page. In the Patient Utilities section, select Deactivate or Delete. A confirmation message appears. Confirm the pending action. Practice Portal deactivates or deletes the patient's account and sends a notification to the patient's registered email address. The patient no longer has access to their personal medical records. Parent topic: Viewing and Updating Patient Information See also Log on

Patient Experience Help

Patient Activation Report Contents

The Patient Activation report contains the following information for each date when invitations are sent: Activated The number of patients who have activated their NextGen® PxP Portal account. Pending The number of patients who have not yet activated their account, and their invitation has not expired yet. Expired The number of patients who have not activated their account within the required period. For most practices, the invitation expires within 40 days after the first invitation is sent. Sent Invitations The number of invitations to join NextGen® PxP Portal that were successfully sent to patients. Failures The number of invitations that does not reach patients. Such failures typically occur when there is an invalid email address on the patient file. Self Registered The number of patients who have created an account in NextGen® PxP Portal without an invitation. Parent topic: Managing Patient Invitations

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

Search for Patient Invitations

Recommendations

View Failed Patient Invitations

View Patient Activation Reports

Search for a Patient and Update Email and Mobile Number

Deactivate or Delete a Patient's Account

Patient Activation Report Contents

Search for Completed Custom Forms

Search for Patient Invitations

View Failed Patient Invitations

View Patient Activation Reports

Search for a Patient and Update Email and Mobile Number

Deactivate or Delete a Patient's Account

Patient Activation Report Contents

Search for Completed Custom Forms