AutoFlow Sequences

Help Guide for NextGen® Enterprise PM 8

Autoflow Sequences Master File

You can add the NextGen® PxP Portal enrollment workflow to a check-in or check-out AutoFlow Sequence in the AutoFlow Sequences master file in File Maintenance. By adding this workflow, you can ensure that the patient is enrolled to NextGen® PxP Portal during check-in or check-out in NextGen® Enterprise PM. The following NextGen® PxP Portal AutoFlow Sequence items are available for you to select in the AutoFlow Sequences master file. Patient Portal Enrollment - Not Enrolled Patient Portal Enrollment - Pending Patient Portal Enrollment - Declined/Deferred For more information on how to add the NextGen® PxP Portal enrollment workflow to AutoFlow Sequence, go to NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide for NextGen® Enterprise PM. Parent topic: Setting Up AutoFlow

Help Guide for NextGen® Enterprise PM 8

Setting Up AutoFlow

To set up the AutoFlow feature: Create AutoFlow Sequence master files in File Maintenance. Assign the AutoFlow sequences created in File Maintenance to specific practice locations on the AutoFlow Sequences tab in Practice Preferences. Note: You can set default user preferences for AutoFlow that override the practice-level settings in Practice Preferences. Create or Modify an AutoFlow Sequence AutoFlow sequences enable you to set the sequence for a series of actions that process encounters for patient check-in and check-out. You must create an AutoFlow Sequences master file for each AutoFlow sequence that the practice uses. AutoFlow Practice Preferences The AutoFlow Practice Preferences enable you to select an Autoflow Sequences Master File that contains a series of actions for processing encounters during check-in and check-out processes. Assign Practice-Level AutoFlow Sequences You can assign AutoFlow sequences to specific locations for the practice in Practice Preferences. Set up Aut

File Maintenance Help for NextGen® Enterprise 8

Default General Preferences - AutoFlow Tab

TheAutoFlowuser preferences enable you to select AutoFlow Sequencesthat affect the check-in and check-out processes inNextGen® Enterprise PM. An AutoFlow sequence includes a defined series of windows that you must follow when you check-in patients prior to their appointments, and check-out patients after their appointments. Default AutoFlow sequences for all users in the practice are selected by location in yourAutoFlowpractice preferences. You can also select AutoFlow sequences by location in your user preferences. User-level settings override practice-level settings. Set Up Default General Preferences - AutoFlow Tab Parent topic: Default User Prefs - General

Help Guide for NextGen® Enterprise PM 8

Set up AutoFlow Preferences

TheAutoFlowuser preferences enable you to select AutoFlow Sequencesthat affect the check-in and check-out processes inNextGen® Enterprise PM. An AutoFlow sequence includes a defined series of windows that you must follow when you check-in patients prior to their appointments, and check-out patients after their appointments. Default AutoFlow sequences for all users in the practice are selected by location in yourAutoFlowpractice preferences. You can also select AutoFlow sequences by location in your user preferences. User-level settings override practice-level settings. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > General. User preferences Autoflow tab Select the AutoFlow tab. To select the AutoFlow Sequences for check-in and check-out, in theAutoFlow Sequences for menu option "Check-in/Create Encounter"andAutoFlow Sequences for menu option "Checkout"sections, do the following: In the<All Locations>row, select theAutoFlow Sequenceyou use at all locations

File Maintenance Help for NextGen® Enterprise 8

Add NextGen® PxP Portal Enrollment Workflow to the AutoFlow Sequence

You can add the NextGen® PxP Portal enrollment workflow to the AutoFlow Sequence so that practice users can send enrollment invitation email to patients during check-in or check-out in NextGen® Enterprise PM.. Log on to File Maintenance. Under Master Files, select PM > AutoFlow Sequences. The AutoFlow Sequences List window opens. In the AutoFlow Sequences list, double-click the AutoFlow Sequence you want to edit. The AutoFlow Sequence Information window opens. For more information about creating a new AutoFlow Sequence, go to NextGen Healthcare Success Community and download the latest Practice Workflow Guide for NextGen® Enterprise PM . Select on the AutoFlow Sequence Information window. The AutoFlow Screen/Item Selection window opens. To add NextGen® PxP Portal enrollment workflows to Autoflow Sequence, do the following: In the AutoFlow Screen/Item Selection window, select Patient Portal Enrollment - Not Enrolled, Patient Portal Enrollment - Pending, or Patient Portal Enrollment - De

Help Guide for NextGen® Enterprise PM 8

Create or Modify an AutoFlow Sequence

You must create an AutoFlow Sequences master file for each AutoFlow sequence that the practice uses. AutoFlow sequences enable you to set the sequence for a series of actions that process encounters for patient check-in and check-out. After you create the AutoFlow sequences, you must assign them to each practice location in Practice Preferences or User Preferences. Access File Maintenance. Select System Master Files, then PM, and then AutoFlow Sequences. The AutoFlow Sequences List window opens. Do one of the following: To add a new item, select the open menu button, and then select New. To modify an existing item, select the item in the list, select the Open Menu button, and then select Open. You can also double-click to open the item. The Autoflow Sequence Information window opens and displays the items that are included in the sequence. The Forms section, Label Templates section, or both display if you add Print Forms or Print Labels to the Screen/Item list. To add or remove items f

AutoFlow Sequences

Recommendations

Autoflow Sequences Master File

Setting Up AutoFlow

Default General Preferences - AutoFlow Tab

Set up AutoFlow Preferences

Add NextGen® PxP Portal Enrollment Workflow to the AutoFlow Sequence

Create or Modify an AutoFlow Sequence

Autoflow Sequences Master File

Setting Up AutoFlow

Default General Preferences - AutoFlow Tab

Set up AutoFlow Preferences

Add NextGen® PxP Portal Enrollment Workflow to the AutoFlow Sequence

Create or Modify an AutoFlow Sequence