Administration: Patient Messaging

Patient Messaging is a standard Patient Portal feature that enables patients to send secure messages to their providers or office staff from the NextGen® Office Patient Portal. Patients view and send messages from the Patient Portal in Message a Provider.

Patient Setup Requirements

• The patient must have an email address in their chart.
• In the PM chart, in the Patient Contact Information section, select the Email check box next to Electronic Notifications. 

Navigate to Administration: Patient Messaging

1. From the PM menu bar, click Admin.
2. Under Patient Portal Management, click Patient Messaging.

Enable Patient Messaging

1. To enable Patient Messaging on the Patient Portal, select the Patient Messaging check box.
2. To enable Patient Messaging for the selected Message Addressees, select the Enable Portal Messaging check box.
3. Select the recipient of the incoming messages for each enabled message addressee.
   • To add a recipient, click + More.
   • To delete a recipient, click - Delete.
4. To send an email notification to the recipient when a new patient message is received in EHR (shows in Tasks & Messages and My Messages), select the Notify by Email check box.
5. Click Save.