Send Self-Registration Patient Portal Invitations

Send new patients email invitations to self-register for the NextGen® Office Patient Portal from within Administration: Patient Data and when scheduling a new patient appointment. Email invitations expire in five days.

The email invitation contains a registration link. The patient is then presented with a streamlined process that creates a temporary new patient record, eliminating the need for the practice to create the patient chart before enabling portal access.

Requirement

Self-Registration is a premium Patient Portal feature. Contact your Sales representative to subscribe.

Option 1 – Send Self-Registration Invitation from within Administration: Patient Data

1. Do one of the following:
   • In PM, click Admin and under Practice and Users, click Patient Data.
   • From the Patients menu, select Patient Roster.
2. Click the Self Registration tab.
3. Click Send an Invitation to Self-Register.

The Self-Registration Invitation window opens.

5. Enter the patient's name, email address, and phone number.
6. Click Send Invitation.

The patient receives an email to register as a new patient at your practice using the Patient Portal.

Option 2 – Send Self-Registration Invitation When Scheduling the New Patient Appointment

1. Schedule a new patient appointment.
2. Click the Send Portal Invitation check box.

3. Complete the appointment form and click Save Appointment.

The patient receives an email to register as a new patient at your practice using the Patient Portal.

Sample Email