NextGen Knowledge Center

Enroll a Patient in NextGen® PxP Portal

If the Patient Portal trigger action is Enrollment, you can set up a NextGen® PxP Portal account for the selected patient through NextGen® Enterprise EHR.

For more information on the enrollment process, go to NextGen Healthcare Success Community and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR.

  1. Ask your system administrator which NextGen® Enterprise EHR template and field to use.
  2. In NextGen® Enterprise EHR, select the template that contains the Patient Portal trigger, and then select OK.
    For more information, see Select a Template..
  3. Select the Patient Portal trigger on the applicable field.
    The following actions are triggered depending on the patient status:
    • If the patient status is Not Enrolled and all mandatory patient information fields are filled, a NextGen® PxP Portal enrollment invitation email is sent to the patient.
    • If the patient status is Not Enrolled and any mandatory fields are empty, a message with the missing patient information appears.

      For more information about the mandatory fields for enrollment to NextGen® PxP Portal, go to NextGen Healthcare Success Community and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

      Select Update Now and then enter information in the mandatory fields in the Modify Patient Information window.

      After mandatory fields are filled, an enrollment invitation email is sent to the patient and the NextGen® PxP Portal enrollment status changes to Pending.

    • If the patient status is Pending, a message appears displaying the date and time of the enrollment request. You can select Resend Invitation to send the enrollment invitation email to the patient.

    • If the patient status is Declined or Deferred, a message appears confirming if you want to remove the patient response and send an enrollment invitation email. You can select Enroll Now to remove the patient response and send the enrollment invitation email.