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Published: October 2016.

Customizing NextGen® Patient Portal KBM 8.0 Templates

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Overview

With NextGen KBM 8.0 installed, you can create customizable templates for Past Medical History,

Family History, Chronic Illnesses, Medications, and Allergies. You can package these templates as

formsets and send them to a patient’s NextGen Patient Portal account to complete prior to their

initial visit.

On the NextGen Patient Portal Web site, the patient opens the form and selects all check boxes that

apply to their conditions, medications, allergies and histories.

After the patient has submitted the forms, you can review and import the forms in NextGen EHR as

an encounter.

Note: To better define products offered by NextGen Healthcare to our clients, NextMD has been

rebranded as NextGen® Patient Portal. The rebranding process will span over a number of NextGen

releases through a series of continued enhancements to this product. Some of the references and

screen shots, both within the product and those depicted in this manual may refer to either NextMD

or Patient Portal.

How to Customize the Templates

To customize you NextGen Patient Portal KBM 8.0 templates:

1 Access Template Editor.

2 From the File menu, select Open.

The Open dialog box displays.

3 Select nxmd_spec_type and click Open.


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The nxmd_spec_type template displays.

4 From the File menu, select Copy Template.

The Copy Template dialog box opens.

5 Enter the new Template Name based on the template type (for example. nxmd_meds_form,

nxmd_allergy_form, etc.).

6 In the Template Fields section, select Create new.

7 When prompted to update the template links, choose No.

8 Repeat the steps above for the following template types as needed: Medication, Allergy, Past

Medical History, Past Surgical History, Chronic Illnesses, and Family History.


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How to Use the Customized Forms in NextGen EHR

To use the customized forms in NextGen EHR:

1 Access NextGen EHR.

2 From the File menu, select System/Practice Template.

The Select dialog box displays.

3 Click the Practice tab.

4 In the Show section, select All.

5 Select the ngkbm_nxmd_template_config and click OK.

The Ngkbm Nxmd Template Config template displays.

6 Right click in the grid and select Add New.


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The Patient Portal template customization (nxmd_config) form displays.

7 Double-click the Template name field.

The Ngkbm Ddp Templates list displays.

8 Select one of the templates you copied as described previously.

9 Click OK to return to the Patient Portal Template Customization popup.

10 Click in the Template type field.

The Nxmd Template Type list displays.


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11 Choose a Type and click Close.

The Patient Portal Template Customization popup displays the template title and instructions.

12 Click the down arrows next to fields 1-20 to select which fields display in NextGen Patient Portal.

13 If needed, edit the Field label.

14 After making your selection, click Save and then Close.

15 Repeat the steps above for the remaining NextGen Patient Portal customized templates you

created.

Publishing the Templates

To publish the templates to the NextGen Patient Portal website:

1 Log on to File Maintenance.

2 Under Master Files, click NextMD, and then select Online Forms Publisher.


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The Publish Online Formsets dialog box displays.

Note: If you already saved a formset, the Properties tab displays instead.

3 From the Templates menu, select Add New Online Template Set.

The Properties tabbed page displays.

4 On the Properties page:

Enter the Online Form Set Name and any Patient Instructions in the fields provided.

Select the Prepopulate Demographic Templates with data when sending to a patient check box.

5 Click the Online Forms tab.

6 Click the Template button.


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The Select which EHR Templates are to be part of this online forms dialog box displays.

7 Select the six templates you created in Template Editor.

8 Set up your Recurring Forms and Routing Rules as needed.

9 Click Save.

10 Click the Publish button to upload the forms to the NextGen Patient Portal Web site.

Reference: For more information on publishing templates, please refer to the NextGen Patient Portal

Configuration Guide.

Processing Submitted Templates

When you receive completed forms submitted by a patient, you can review and import the results.

1 Log on to NextGen EHR.

2 Open the NextGen Patient Portal Communications window.

3 Double-click the submitted form in the Online Forms Inbox folder.

The Import Online Form dialog box displays.


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4 Select a form in the Completed Forms section to view it.

5 From the Encounter list, select Create a new encounter.

6 Click the Accept All button to approve all forms.

The approved forms are added to the selected encounter.

Reference: For more information on processing submitted templates, please refer to the NextGen

Patient Portal Provider Guide for NextGen EHR.

Verifying Submitted Data in an Encounter

1 Select a patient and select the encounter created in the previous section.

2 Confirm data was uploaded after import for each template type as follows:

Medications: Nothing to confirm.

Allergies: Open the Allergy module and confirm that the submitted allergies selected are

present.

Open the Histories – OV template.

In the Past Medical/Surgical grid, confirm that all submitted illnesses (disease) and procedures

(management) are present

In the Family grid, confirm that all submitted illnesses (diagnosis) are present

Open the Diagnosis module and confirm that all submitted chronic illnesses are present

Note: Because the Diagnosis module uses ICD9 codes, the disease/diagnosis name may appear

differently.

Open the Intake-OV template and confirm that all submitted chronic illnesses (problem) are

present on the Chronic Problems gird.


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