Search for Patient Messages

Patient Experience Help

Build a Message

You can use the Patient Messaging to create and send messages to various types of recipients as follows. Create a Message Base You can select the delivery mode, practice location, message type, template, and subject to form the basic structure of the message. Create a Message Template You can design a template for your messages, including text for HTML and text versions of the message, and placeholders for information such as the patient name. Create a Recipients List You can select various types of recipients for your message. Complete Building the Message You can add attachments, set a recurrence schedule, and review and edit your message before sending it. Parent topic: Managing Patient Messaging See also Create a Message Template Log on to Practice Portal Create a Message Base Create a Recipients List Complete Building the Message

Patient Experience Help

Manage Patient Questions

To view and manage the questions submitted by patients on a specific date, use the Ask a Question page. Note: You must respond to the patient questions through NextGen® Enterprise EHR or NextGen® Enterprise PM to ensure that the responses are saved to the patient’s chart. Log on to Practice Portal. Select Ask a Question. The Ask a Question page opens. Ask a Question To filter the questions, enter values in any of the Search Filters fields. Select Get Requests. Patients' questions matching your search criteria appear in the Search Results section. You can export a copy of the search results in the CSV and PDF formats. To view the details of a question, select the question's row. An overview of the requesting patient and the question appears. You can open the Patient Dashboard from the Patient Information section. You can manage the question by selecting an action in the Take Action section. The Ask a Provider section provides information about the patient, provider, and question. This s

Patient Experience Help

Complete Building the Message

While creating your message in the Build a Message section of the Patient Messaging page, you can add attachments, set a recurrence schedule, and review and edit your message before sending it to the recipients. If you want to add attachments to your message, browse and upload them. If you do not need to add any attachments, then select Skip and Continue. The Specify Static Parameters section appears. Enter the practice and patient information, then select Next. The Specify Message Frequency section appears. The Specify Message Frequency section prompts you to specify the recurrence type, start date, and start time Select the recurrence type, start date, and end date, and then select Next. The Message Details section appears. You can review and edit your message. Select Send. Parent topic: Build a Message See also Log on to Practice Portal Build a Message Create a Recipients List

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

Create a Recipients List

While creating your message in the Build a Message section of the Patient Messaging page, you can select various types of recipients. Select the type of recipient. Note: If you select All Patients, the message is sent to all the patients registered with the practice. Depending on the recipient type, the page displays fields for you to enter additional details. Enter the required details and select Next. Enter Details for Individual Patient Recipients To create a Practice Portal message for an individual recipient, you must enter the patient name, email, and ID. Enter Specific Criteria for Recipients You can direct a Practice Portal message to all recipients who match criteria such as gender, age, and race. Enter Details for Batch Recipients To create a Practice Portal message for a batch recipients, you must browse to a file with a list of the recipients. Parent topic: Build a Message See also Build a Message Create a Message Base Log on to Practice Portal Complete Building the Message

Patient Experience Help

Create a Message Base

While creating your message in Patient Messaging, you can form a basic structure of the message by selecting the delivery mode, practice location, message type, template, and subject of the message. Log on to Practice Portal. Select Patient Messaging. The Patient Messaging page opens displaying the Search Patient Messages section. The Patient Messaging page displays a Build a Message link in the left pane In the left pane, select Build a Message. The Build a Message section appears. The Build a Message section prompts you to enter the delivery mode, location, message type, template, and subject. Select a method for delivering the message. CAUTION: If you select Secure Comm or Email, you must ensure that your message does not include any personal health information. Practice Portal may send Secure Comm or Email messages to the patient by email, and not directly to the patient's NextGen® PxP Portal account. To ensure that personal health information is not exposed, you can use Secure Com

Search for Patient Messages

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Build a Message

Manage Patient Questions

Complete Building the Message

Search for Patient Invitations

Create a Recipients List

Create a Message Base

Search for Patient Messages

Build a Message

Manage Patient Questions

Complete Building the Message

Search for Patient Invitations

Create a Recipients List

Create a Message Base