Potential Non-Clinical Urgent
Proxy Is Not Recorded as Reviewer of Completed Patient Registration Documents
Known Issue #
KI174647
Issue
In NextGen® Office Patient Portal, when the proxy completes the patient’s registration documents, the patient’s name is recorded as the reviewer in EHR and not the proxy.
Steps to Reproduce
- In EHR, grant proxy access for a patient chart.
- Log in to the Patient Portal as the proxy.
- Complete the registration documents.
Editable PDF documents will pull the proxy’s signature when saved at the end of registration.
- In EHR, from the patient’s chart, click Administrative.
- From the Documents section, click a document’s Title to download a patient registration document (an editable PDF).
- Scroll to the bottom of the document and view the name next to Electronically Signed and Reviewed By.
The patient’s name appears instead of the proxy’s name.
Action Required
Until this issue is fixed, inform proxies not to complete the intake information on behalf of the patient. If the proxy is one of the patient’s parents, the NextGen Office team suggests completing patient registration forms in the office on paper and then scanning the documents into the record.
Status
This issue was fixed on May 7, 2020.
Clients who are experiencing this issue can link their practice to this issue via the NextGen Healthcare Success Community homepage (https://www.community.nextgen.com). Just navigate to the Known Issues tab, select the Known Issue which is affecting your practice, and check the This Known Issue Affects me check box. A case will be created on your behalf and you will be kept updated on the status of this issue.
