Before you begin
Ensure that the patient portal must setup in File Maintenance and has a valid
NextGen® PxP Portal license for your practice.
If the patient is not enrolled in
NextGen® PxP Portal, you can send an enrollment invitation email through
NextGen® Enterprise EHR.
For more information on NextGen® PxP Portal, go to NextGen Healthcare Success Community and download the latest NextGen®PxP Portal Provider Guide forNextGen®Enterprise EHR.
- Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window.
- To invite the patient for NextGen® PxP Portal enrollment, do one of the following:
- On the Patient Information Card (PIC), select Enroll Now next to the Not enrolled in Patient Portal
indicator.
- On the main toolbar, select .
NextGen® Enterprise EHR sends the patient an enrollment invitation email and a text message notification about the invitation. Additionally, the patient's enrollment status changes to
Patient Portal enrollment pending
.
Note: If the patient has not provided complete details for any of the mandatory enrollment fields, the
Patient Portal Enrollment window opens notifying about the missing patient information. After you update the missing details on the
Modify Patient Information window,
NextGen® Enterprise EHR sends the enrollment invitation email to the patient.
