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Verify PxP Agents Running in PxP Portal Integration Tool (PPIT)
Open the server where
PxP Services
are installed.
Open PxP Portal Integration Tool (PPIT) by entering http://<servername>:44380 on your browser.
Open the
Practice Login
page.
Log on to the appropriate enterprise and practice.
Select the
Solution Configuration
tab.
Under the
Patient Portal
solution, confirm that the status for
Inbound Appointment Request
is
Running
Verify PxP Agents Running in PxP Portal Integration Tool (PPIT)
Patient Experience Help
Patient Did Not Receive an Invitation
If the patient does not receive an enrollment invitation, you should check the following: You need to verify that correct PxP Agents are running in PxP Portal Integration Tool (PPIT). You need to verify that the patient email address is removed from the Email Communication (Opt Out) section from Site Generator. You can search for, view, and resend the failed patient invitations from Practice Portal. Verify the following configurations in Site Generator before sending a patient invite. Enable the following solutions on the Manage Your Online Solutions page: IHG Integration API 2.0 Patient ActivationNote: The Don't send invitation emails check box on the Patient Activation page must be cleared. Ensure that users and providers are mapped. Verify if the configuration is affecting a single practice staff member and all patients. Verify if the configuration is affecting a single patient. Ensure that all the patient information fields are correctly entered by the practice to send an invite th
Patient Experience Help
Enrollments Issues
To access NextGen® PxP Portal, patients must complete their enrollment and create an account in NextGen® PxP Portal. You can send an enrollment invitation email to patients from NextGen® Enterprise EHR or NextGen® Enterprise PM. The patient can click the invitation link in the email and complete the enrollment in NextGen® PxP Portal. You can encounter issues such as patient not receiving invites NextGen® Enterprise EHR, failed invites and their pre-verification. You can use the information in this section to address any enrollment issues and find solutions. Patient Did Not Receive an Invitation You can perform necessary checks to rectify the patient invitation failures. Resend a Failed Patient Invitation You can locate the failed patient enrollment invites and resend new invites. Check Enrollment Issue for Single Staff Member Enrollment issues can affect a single staff member of a practice and all users. Verify PxP Agents Running in PxP Portal Integration Tool (PPIT) You can confirm if
Patient Experience Help
Form is not present in the Patient Chart
You need to confirm that the following criteria are verified: Is this happening for all patients or just one patient? Is this happening for all published forms or just one form? Is the patient registered on NextGen® PxP Portal? If the patient is not registered on NextGen® PxP Portal, has the patient completed a PreCheck form? Note: Patients can complete Precheck Patient Engage forms without enrolling into NextGen® PxP Portal. Did the patient submit the form? Note: You can search for the patient in Practice Portal to check the completed forms submitted by the patient on the Custom Forms page. Is it the PDF of the form that is not updated in the patients' chart? Is default Location and Provider set in PxP Portal Integration Tool (PPIT) under Practice Configuration? Locate the forms that are not sent to NextGen® Enterprise EHR. Locate the forms that are published on NextGen® PxP Portal on the Forms Configuration Utility window. In Site Generator, ensure to put filters on every form that i
Patient Experience Help
Patient Appointment Request not Received in NextGen EHR and PM Inbox
You need to confirm the following criteria by using a test patient and sending a message: Is this happening for all patients? Is this happening for all locations? Is this happening for all providers or staff? Is the patient a registered NextGen® PxP Portal patient? Which location is selected by the patient while composing the message? Are external locations mapped in Site Generator? Does the provider or staff chosen by the patient have an external mapping in Site Generator? Are the Correct PxP Agents running in the PxP Portal Integration Tool (PPIT)? Note: Under the Patient Portal solution in PxP Portal Integration Tool, confirm that the status for Inbound Appointment Request is Running Does a routing rule exist in PPIT? Note: You can view the routing rules in the Message Routing window of PxP Portal Integration Tool (PPIT). Confirm if a routing rule exists for a patient selection and if it has valid recipients. Note: If you have verified all the criteria and patient appointment reques
Patient Experience Help
Log On to PxP Portal Integration Tool
Before you begin Ensure that you have installed Microsoft® Edge or Google® Chrome on the server. Note: You can open NextGen® PxP Portal Integration Tool only from Microsoft® Edge or Google® Chrome. Ensure that you have the rights to open NextGen® PxP Portal Integration Tool. Import the PXP Integration Template You can import the PxP Integration UI template through the Template Import Export Utility to automatically update the PxP Portal Integration Tool URL in NextGen® Enterprise EHR. Log On to PxP Portal Integration Tool from NextGen Enterprise EHR You can log on to NextGen® PxP Portal Integration Tool from NextGen® Enterprise EHR using your NextGen® Enterprise logon credentials. Open the NextGen PxP Portal Integration Tool from NextGen Enterprise EHR You can open the NextGen® PxP Portal Integration Tool directly from NextGen® Enterprise EHR. NextGen PxP Portal Integration Tool Requirements for NextGen Pay powered by InstaMed Agents You can search for and view agents relevant to the p
Patient Experience Help
Agents for Patient Portal
You can view the agents relevant to the Patient Portal solution under Patient Portal on the Solutions tab. You can also search for and view the configuration of agents associated with Patient Portalon the Agent Configuration tab. Agent Name Description Patient Invite Sends patient invites to NextGen® PxP Portal. Other Processing Status Gets the status of messages sent to NextGen® PxP Portal and updates it in the practice system. Patient Updates Gets patient registration and demographic updates from NextGen® PxP Portal and updates them in NextGen® Enterprise PM. Inbound Messaging Gets patient-initiated messages from NextGen® PxP Portal and sends them to the practice. Outbound Messaging Gets practice-initiated messages and sends them to NextGen® PxP Portal. Read Receipt Gets the time and date when the message was read in NextGen® PxP Portal and sends it to the practice. Unread Message Notification Sends an unread message notification to the practice for messages for which a read message
