NextMD Patient Portal – Sending Documents and Forms

NOTE:  To send documents and forms to the NextMD Patient Portal, NextMD must be installed and activated in the database and the patient must be enrolled in NextMD. 
To Send Documents to NextMD Patient Portal
The enrolled patient’s chart must be open to send documents.
Open a patient’s chart in EHR by selecting the Patient icon from the toolbar, conducting a search and clicking Open.

Send a Single Document

1. Access the encounter in the patient’s history where the document was generated.
2. Click on the document and right click for the menu options. 
3. Select Send to NextMD.
   

Send Multiple Documents

1. Go to File
2. Select NextMD in the menu
3. Select Documents in the sub-menu
4. Select Send EHR Document.
   
5. Place check marks in the box beside each document to send. 
   
   To select all documents for one encounter, mark the checkbox beside the encounter date and time.
   
   
   To add documents from outside NextGen, access the External Documents tab.  This allows a search for documents from outside of NextGen to be added and sent from folders on shared directories and/or personal directories.  External Documents may include items such as practice specific patient education or wellness flyers.  This option is available, but is not used as often.
6. Comments may be added to the notification received by the patient regarding the documents being sent.  To add comments, select the Comments tab and enter the text in the right side window.  This may be free text, from the customized responses or a combination of both.
   
   
7. Click OK.
8. A notification will show when documents have been sent.

Send Online Forms to NextMD Patient Portal

The enrolled patient’s chart must be open to send online forms which are templates which can be completed through the Patient Portal.
Open a patient’s chart in EHR by selecting the Patient icon from the toolbar, conducting a search and clicking Open.

1. Go to File
2. Select NextMD from the menu
3. Select Online Forms from the sub-menu
4. Select Send Online Form
5. Review Patient name to ensure the correct patient has been accessed.
6. Highlight the name of the form set to select the form(s) to send and click OK.

Multiple form sets can be sent by highlighting each set to send.  If all sets are to be sent to the patient, click the first in the list then hold the Shift button on the keyboard and click the last set in the list.  To select a few from the list, but not all, highlight the first set to send then hold the Ctrl button on the keyboard and click the additional sets from the list to send.  Click OK.
7.    A notification will show when the forms have been sent to the patient.

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