Workflow User Enabled at Multiple Locations

Patient Experience Help

Workflow User Enabled at One Location for Question

When workflow user is enabled at one location for question, patient does not receive any dropdown menu to select. Practice receives all messages for a question sent to the same workgroup and patients can not choose a specific provider or location, such as ‘Ask a Billing Question’ Setup: Manage Solutions for Personnel Types: Assign Billing Question to ‘Other’ Personnel Type Manage Location for Users: Assign appropriate locations to NextGen Admin user in ‘Other’ Personnel Type Manage Solutions for Users: Use defined filters to filter by Other, Billing Question Label, Locate NextGen Admin and Enable for one location Billing Question updated from Site Generator Solution_Billing Question Patient view for Billing Question in NextGen® PxP Portal Parent topic: Examples of using the Workflow User

Patient Experience Help

Examples of using the Workflow User

Two scenarios are demonstrated to understand the workflow user. Scenario/Setup One: Workflow user enabled at one location for question - No dropdown menu to select for Patient Scenario/Setup Two: Workflow user enabled at multiple locations - location dropdown menu only to select for patient Workflow User Enabled at One Location for Question You can setup workflow user enabled at one location for question. Workflow User Enabled at Multiple Locations You can setup workflow user enabled at multiple locations. Parent topic: Using the Workflow User for Ask A Staff Setup

Patient Experience Help

Multiple Users Multiple Locations Enabled for Question

If multiple users and multiple locations are enabled for Ask a Staff question in Site Generator, then multi-location and multiple provider dropdown menus are reflected when the patient selects the question in NextGen® PxP Portal. Ask a Provider updated from Site Generator Solution_Ask a Provider Patient view for Ask a Provider in NextGen® PxP Portal Ask a Provider Parent topic: Examples of Ask A Staff Permission Logic and Setup

Patient Experience Help

One User and Multiple Locations Enabled for Question

If one user and multiple locations are enabled for Ask a Staff question in Site Generator, then multi location dropdown menu is reflected when patient selects the question in NextGen® PxP Portal. Ask a Provider updated from Site Generator Solution_Ask a Provider Patient view for Ask a Provider in NextGen® PxP Portal Ask a Provider Parent topic: Examples of Ask A Staff Permission Logic and Setup

Patient Experience Help

Examples of Ask A Staff Permission Logic and Setup

Now that you have an understanding of the steps leading up to assigning permissions to users and how those permissions will effect workflows, below are some examples of how setting up different permissions can change the patient’s workflow in NextGen® PxP Portal. Different scenarios are explained to understand the workflow of Ask a Staff: Scenario/Setup One: One user and one location enabled for question - No dropdown menu for patient when question is selected in NextGen® PxP Portal. Scenario/Setup Two: One user enabled for multiple locations for question - Multi location menu dropdown reflected in NextGen® PxP Portal. Scenario/Setup Three: Multiple users, and multiple locations enabled for question - Location and provider dropdown menu reflected in NextGen® PxP Portal. One User and One Location Enabled for Question You can enable one user and one location for Ask a Staff question. One User and Multiple Locations Enabled for Question You can enable one user and multiple locations for A

Patient Experience Help

One User and One Location Enabled for Question

If one user and one location is enabled for Ask a Staff question in Site Generator, then no dropdown menu is reflected when patient selects the question in NextGen® PxP Portal. Ask a Provider updated from Site Generator Solution_Ask a Provider Patient view for Ask a Provider in NextGen® PxP Portal Ask a Provider Parent topic: Examples of Ask A Staff Permission Logic and Setup

Workflow User Enabled at Multiple Locations

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Workflow User Enabled at One Location for Question

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Examples of using the Workflow User

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Examples of Ask A Staff Permission Logic and Setup

One User and One Location Enabled for Question