Set Up General and Communication Feature Settings

Patient Experience Help

Create and Update Text Messages and Templates

Administrators can create common and frequently used messages and save them to the message library. They can also update the following types of templates in SMS, voice, and email formats to ensure that patients receive similar messages every time: Appointment templates Feedback templates Offer templates Referral templates Waitlist templates Other templates Note: For more information, visit Luma Help Center. Open your Luma Dashboard. Select the patient profile icon, and then select Mission Control > Utilities. Select Message Library, and then select Broadcast Library or Hub Library. Select Create Message, enter information in Message Name and Message, and then select Save. The text is added to the message library. To update message templates, do the following: From the patient profile, select Mission Control > Utilities > Message Templates. Select the necessary template and the template language, and then update the necessary details. The template preferences are saved. Parent topic: Pe

Patient Experience Help

Create and Update Customized Patient Forms

As a practice administrator, you can create and customize pre-scheduling, intake, feedback, Consolidated Clinical Document Architecture (CCDA), and scheduler assist normal, screening, and multilanguage-supported forms. Providers can use forms to allow patients to complete intake requirements before coming to the appointment and therefore streamline staff workflows. In NextGen® Patient Engage powered by Luma, the administrator can configure intake forms in appointment reminders or send directly to patients in messages, including reminders, broadcasts, chats, and custom actions. Your administrator can use existing templates or create their own forms. The application supports forms in English, Spanish, and Portuguese. Patients can select their preferred language while completing forms. The administrator must select the preferred language type when creating forms to support forms in multiple languages. A provider can use a screening form to assess a patient's mental health or sleep before

Patient Experience Help

Configure the Pre-visit Checklist for Patients

As a practice administrator, you can configure specific pre-visit checklists for existing and new patients. Before you begin You must configure the patient demographic, standard consent, insurance, and payment forms with the necessary fields. Open your Luma Dashboard. Select the patient profile "" icon, and then select Mission Control > Utilities > Checklist Builder.The list of existing checklists appears. Select Add Checklist, and enter a name for the checklist. Under Checklist Items, in Checklist Item 1, do the following: Search for and select the configured patient information form, and then select the Pt. Demographics category. Enter the form name as Your demographic information. Under Your Demographic Information, do the following: Select Add checklist item, and then in Checklist Item 2, search for and select the configured standard consent and policy form. Select the Consent/Legal category, and then enter the form name as Your Consent. Under Your Consent, do the following: Select

Patient Experience Help

Group the List of Customized Actions

Open your Luma Dashboard. Select the patient profile icon, and then select Mission Control > Utilities > Custom Actions. In the Custom Actions window, select New Group. In the Create a new group window, enter the name, select the necessary actions from the list, and then select Create. The group is added. Optional: To remove custom actions from a group, select the corresponding group edit icon, clear the necessary actions, and then select Edit. Parent topic: Personalize Communication for Patients and Practice Staff

Patient Experience Help

Personalize Communication for Patients and Practice Staff

Administrators can configure a custom message to automatically send messages and notifications to patients and staff when an appointment is created or updated. Administrators can also configure notifications for patients about upcoming regular and follow-up appointments, past procedures, and diagnoses newly added to their profiles. Open your Luma Dashboard. Select the patient profile icon, and then select Mission Control > Utilities > Custom Actions. The list of existing custom messages appear. To add a customized message, select Add new action, and then select Appointment. You can also select Recall, Procedure, Diagnostic, or Extra Reminder to configure the relevant actions. In the New Appointment Action window, enter the title, and then select theActive checkbox to activate the action. In Action, select Message a Patient or Notify the Staff, and then enter your message. Search for and select a variable from the Insert Squiggly list, and then select the patient's contact preferences f

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

Set Up General and Communication Feature Settings

Recommendations

Create and Update Text Messages and Templates

Create and Update Customized Patient Forms

Configure the Pre-visit Checklist for Patients

Group the List of Customized Actions

Personalize Communication for Patients and Practice Staff

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

Set Up General and Communication Feature Settings

Create and Update Text Messages and Templates

Create and Update Customized Patient Forms

Configure the Pre-visit Checklist for Patients

Group the List of Customized Actions

Personalize Communication for Patients and Practice Staff

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