Setting up Routing Rules for Patient Messages

Patient Experience Help

Configure Appointment Request Routing Rules

You can set up routing rules for appointment requests sent by patients from NextGen® PxP Portal. In PxP Portal Integration Tool, select Message Routing icon.The Message Routing page opens. Image of the Message Routing page used to configure message routing To view the routing rules configured for a particular provider and location, select the location and provider, and then select Search. Select the Appointment Request tab. For Set Default User, enter the routing type and routing name. Appointment requests are routed to this user or group if no routing rules are configured. Select Save. Select Add Group to add a routing rule.A new row is added. A new row added to the Appointment Request tab to select a location and provider Select the location and provider, and then select Save icon to save the group. Note: Ensure that the location, provider and practice user are configured in NextGen® PxP Portal Site Generator with a valid external id. Select Add Route icon to add route for the rule.A

Patient Experience Help

Configure Prescription Routing Rules

You can set up routing rules for prescription renewal requests sent from patients in NextGen® PxP Portal. In PxP Portal Integration Tool, select Message routing icon. The Message Routing page opens. Message Routing page To view the routing rules configured for a particular provider and location, select the location and provider, and then select Search. Select the Prescription tab. For Set Default User, enter the routing type and routing name. Prescription renewal requests are routed to this user or group if no routing rules are configured. Select Save. Select Add Group to add a routing rule. A new row is added. A new row added to the Prescription tab to select a location and provider Select the location and provider, and then select Save icon to save the group. Note: Ensure that the location, provider and practice user are configured in NextGen® PxP Portal Site Generator with a valid external id. Select Add Route icon to add a route for the rule. A new row is added. A new row added to

Patient Experience Help

Configure Routing Rules for ReviewQ Notification

You can configure routing rules to notify users when an update is available in ReviewQ for approval. Currently notifications can be configured only for insurance updates. In PxP Portal Integration Tool, select Message Routing, .The Message Routing page opens. Message Routing page To view the routing rules configured for a particular provider and location, select the location and provider, and then select Search. Select the ReviewQ Notification tab. For Set Default User, select a routing user type and routing name. ReviewQ notifications are routed to this user or group if no routing rules are configured. Select Save. Select Add Group to add a routing rule.A new row is added. Select Message Type, Section, Location and Provider you are setting the route for. Select Save. To add a route for a group, select the Add Route icon.A new row is added. Select the routing type and name from the respective lists, and then select SaveSave iconThe route ID for the selected routing name appears. Parent

Patient Experience Help

Configure Communication Routing Rules

Before you begin Ensure that the Ask a Staff label is set up in Site Generator. You can add communication routing rules for Ask a Staff labels and set up target routes for the rules. You can configure the messages to be routed to a particular user, user group, or security group, when a patient sends a secure message to a provider from a particular location. In PxP Portal Integration Tool, select Message routing icon.The Message Routing page opens. Message Routing page To view the routing rules configured for a particular provider and location, select the location and provider, and then select Search. For Set Default User, enter the routing type and name. Messages are routed to this user or group if no routing rules are configured. Select Save. Select Add Group to add a routing rule.A new row is added. New row added to configure a new group In Message SubType, enter the Ask a Staff label you are setting the communication route for. Enter other details and then select SaveSave icon to sa

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Messages Initiated by Patients

From the Messages page, patients can Ask a Question to initiate a new message to your practice. Note: The Ask a Question button and the labels on the What's your message about? window are customizable and can be different. When a patient sends a message from NextGen® PxP Portal, all users in the routing policy receive that message. The mailbox Category and To columns display the selections made by the patient while creating the message. Since a routing policy can contain multiple users, before you can act on a message initiated by a patient, you must accept the message to take responsibility for completing the communication. For more information on configuring message routing policies, go to NextGen Healthcare Success Community and download the latest Configuration Guide for NextGen® PxP Portal Parent topic: Managing Communication Messages See also Managing Messages Received by a Distribution List

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Messages Initiated by Patients

From the Messages page, patients can Ask a Question to initiate a new message to your practice. Note: The Ask a Question button and the labels on the What's your message about? window are customizable and can be different. When a patient sends a message from NextGen® PxP Portal, all users in the routing policy receive that message. The mailbox Category and To columns display the selections made by the patient while creating the message. Since a routing policy can contain multiple users, before you can act on a message initiated by a patient, you must accept the message to take responsibility for completing the communication. For more information on configuring message routing policies, go to NextGen Healthcare Success Community and download the latest Configuration Guide for NextGen® PxP Portal Parent topic: Types of Distribution Lists

Setting up Routing Rules for Patient Messages

Recommendations

Configure Appointment Request Routing Rules

Configure Prescription Routing Rules

Configure Routing Rules for ReviewQ Notification

Configure Communication Routing Rules

Messages Initiated by Patients

Messages Initiated by Patients

Configure Appointment Request Routing Rules

Configure Prescription Routing Rules

Configure Routing Rules for ReviewQ Notification

Configure Communication Routing Rules

Messages Initiated by Patients

Messages Initiated by Patients