NextGen® PxP Portal AutoFlow Sequence Items for Selection

File Maintenance Help for NextGen® Enterprise 8

AutoFlow Sequence Items for Selection

The items that you can select for AutoFlow sequences are: Alerts Appointment Search Ahead Balance Control Charge Entry Chart Details Claim Edits Credit Card on File Diagnosis Selection Encounter Encounter Bill Insurance Selection Medical Necessity Patient Balance Patient Information - Client Defined Patient Information - Demographic Patient Information - Employer Patient Information - External Patient Information - History Patient Information - Pharmacy Patient Information - Privacy Patient Information - Provider Patient Information- Relations Patient Information - Status Patient Information - UDS Patient Recall Print Data Sheet Print Fee Ticket Print Forms Print Labels Real-time Adjudicate Claim Real-time Eligibility Submission Transaction Entry Workable Tasks NextGen PxP Portal AutoFlow Sequence Items for Selection NextGen® PxP Portal AutoFlow Sequence items are available for your selection in File Maintenance. Parent topic: Set 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

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

File Maintenance Help for NextGen® Enterprise 8

AutoFlow Sequences

The AutoFlow Sequences master file gives you the flexibility to set up NextGen® Enterprise PM to match your clinic's workflow. It enables you to select and set the sequence for a series of actions for processing encounters for patient check-in and check-out. You can assign these AutoFlow Sequences to locations and as the default sequences for users. Set AutoFlow Sequences Add NextGen PxP Portal Enrollment Workflow to the AutoFlow Sequence You can add the NextGen® PxP Portal enrollment workflows to the AutoFlow Sequence so that practice users can send enrollment invitation email to patients from NextGen® Enterprise PM. Parent topic: Master Files - System

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

NextGen® Enterprise EHR Help

Printed Topics for NextGen® PxP Portal Patients

Patients who are enrolled in NextGen® PxP Portal can enter the code number at the bottom of the printed topic to view that topic from their NextGen® PxP Portal web account. Note: Printing patient education material may be audited. Parent topic: Print Patient Education Topics for Patients

NextGen® PxP Portal AutoFlow Sequence Items for Selection

Recommendations

AutoFlow Sequence Items for Selection

Autoflow Sequences Master File

Add NextGen® PxP Portal Enrollment Workflow to the AutoFlow Sequence

AutoFlow Sequences

Setting Up AutoFlow

Printed Topics for NextGen® PxP Portal Patients

AutoFlow Sequence Items for Selection

Autoflow Sequences Master File

Add NextGen® PxP Portal Enrollment Workflow to the AutoFlow Sequence

AutoFlow Sequences

Setting Up AutoFlow

Printed Topics for NextGen® PxP Portal Patients