Set up and manage the premium NextGen® Office Patient Portal features on the Administration: Enable & Disable Features page. All features are deselected by default. Some premium features, for example, Custom Check-in Processes, E-visits, New Patient Self Registration and Scheduling (coming soon), and Rx Refill Requests, require enabling features on this page.
Refer to Premium Patient Portal Features to learn about other premium features not discussed in this article.
Requirements
Enable and Disable Features is a premium Patient Portal feature. Contact your Sales representative to subscribe.
Open Administration: Enable & Disable Features
- In PM, click Admin.
- Below Premium Portal Management, click Enable & Disable Features.
Enable or Disable Premium Patient Portal Features
- Select or clear the corresponding check box.
- Some features require additional setup. To open the setup page for that corresponding feature, click the hyperlink below Setup and Configuration.
- Click Save.
| Feature | Description | Setup Requirements |
|---|
| Advanced Account Management | Patients can edit demographic and insurance information. | |
| Advanced Appointment Features |
- Request an appointment: Patients can request an appointment for a specific time frame (for example, 9:00–11:00 AM).
- Schedule an appointment: Patients can schedule an appointment on the calendar. * Setup required.
- Appointment check-in: Patients can complete the check-in process prior to arriving to their visit (for example, Chief Complaint forms, Review of Systems, etc.).
| To have patients select a time slot on the provider/calendar resource's calendar, you must set up that resource's calendar to show on the Patient Portal in
Administration: Portal Calendar Management. |
| Advanced Medical Records Management | Patients can add to their medical records, add allergies, add medications, etc.
Note: Clinical information will be in pending status and must be accepted by the provider’s office staff before it is officially considered part of the medical record. | |
| e-Visit | Patients can request an e-visit (telehealth visit). In place of a face-to-face encounter, an e-visit is conducted by videoconference, online chat, or phone. | If you plan on collecting a patient payment or copay at the time of the e-visit, you must have a credit card processing integration. Contact your Sales representative to set up credit card processing services.
Refer to Administration: e-Visit Setup. |
| Health Maintenance |
- Health Maintenance: Patients can view their Health Maintenance measure status on the Patient Portal (for example, high blood pressure control – overdue)
- Health Logs: Patients can enter data into a flow sheet (for example, blood sugar). * Setup required.
| For Health Logs, Flow Sheets must be enabled for Patient Portal access. Select the Enable on Portal for Patient Additions check box on the Flow Sheets page. |
| Hide Office Visits | Providers can hide the Office Visits menu from the Patient Portal. Patients cannot view encounter notes. | |
| Patient Documents | Patients can view chart documents that have been made available on the Patient Portal. | |
| Patient Payments | Patients can submit payments for copays, statement balances, etc. | Contact your Sales representative to set up credit card processing services. |
| Patient Statements | Patients can see their current balance on the Patient Portal. | |
| Rx Refill Requests | Patients can submit Rx refill requests. | You must set up (in Administration: Rx Refill Requests) one or more recipients to receive the Rx refill requests in their inbox. |
| Patient Portal Invitation | Automatically sends the Patient Portal registration invitation when a new patient is registered. | |
See Also:
Premium Patient Portal Features
Last Update: 3/28/25
