Task Workgroups

File Maintenance Help for NextGen® Enterprise 8

Task Workgroups

You can create Task Workgroups that contain users who are designated to perform a specific type of task. Task Workgroups provide an efficient way of assigning tasks to all relevant users at once. For example, you can create a Task Workgroup named Billers that includes all the users who bill patients. When you create a task, you can assign the task to a Task Workgroup in the NextGen® Enterprise PM Worklog. You can assign the default Task Workgroup when you set up task types in the Task Types master file. You can also assign one or more locations to a Task Workgroup. Create Task Workgroups You can create task workgroups that have users who are designated to perform a specific type of task. Empty Task Workgroups Show Hidden Empty Task Workgroups Parent topic: Master Files - Practice

File Maintenance Help for NextGen® Enterprise

Create Task Workgroups

Open File Maintenance. Under Master Files, select Practice > Task Workgroups.The Task Workgroups List window opens. Select the open menu button, and then select New.The Task Workgroups window opens. Enter the necessary details, and then select OK. Note: The Quick Task Setup template in NextGen® Adaptive Content Engine displays the workgroups based on the selected locations. You can create task workgroups without selecting a location, and then select the same location for one or more workgroups. Parent topic: Task Workgroups

File Maintenance Help for NextGen® Enterprise

Show Hidden Empty Task Workgroups

Open Master Files > Practice > PM > Task Workgroups. The Task Workgroups List window opens. Select Include Hidden Items. A list of task workgroups including hidden task workgroups opens. Hidden task workgroups are identified by _Empty beside the name. Select any hidden task workgroup, right-click and select Unhide. The following message appears if there are no members in the task workgroup with pending tasks. Select OK. Select the hidden task workgroup, and then select Open Menu. Select the folder icon. The Users window opens. Move users from the Available list to the Included list using the arrows and select OK. The Task Workgroups window opens. Select OK to the Task Workgroups window. The Task Workgroups List window opens. The task workgroup is no more hidden. For the empty task workgroups with pending tasks (where _Empty was added to the workgroup name) the _Empty indicator is automatically removed from the task workgroup name after the addition of users and un-hiding of the task wo

NextGen® Enterprise EHR Help

Assign Tasks to Users and Work Groups

You can create and assign a patient's clinical tasks to other users and work groups. For more information on clinical tasking, go to NextGen Healthcare Success Community and download the latest Workflow Module Guide forNextGen®Enterprise EHR. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Patient Information Card (PIC), select Profile Options and then select New Task from the list. The New EHR Task window opens. To add a recipient or work group, select Add corresponding to Assign to.The Select Task Recipients window opens, where you can select and add recipients or work groups for assigning the task. Enter the Subject and Description. Select Send Task.NextGen® Enterprise EHR sends the task to the selected recipient or work group. Parent topic: Using Layout and User Preferences

NextGen® Enterprise EHR Help

Assign Tasks to Users and Work Groups

You can create and assign a patient's clinical tasks to other users and work groups. For more information on clinical tasking, go to NextGen Healthcare Success Community and download the latest Workflow Module Guide for NextGen® Enterprise EHR. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Patient Information Card (PIC), select Profile Options and then select New Task from the list. The New EHR Task window opens. To add a recipient or work group, select Add corresponding to Assign to.The Select Task Recipients window opens, where you can select and add recipients or work groups for assigning the task. Enter the Subject and Description. Select Send Task.NextGen® Enterprise EHR sends the task to the selected recipient or work group. Parent topic: Using Layout and User Preferences

Help Guide for NextGen® Enterprise PM 8

Creating Tasks

Tasks can be created in three ways: Manually Automatically Mass generated from a report For more information on creating Task Types in File Maintenance, go to the NextGen Healthcare Success Community and download the File Maintenance Master Files Guide for NextGen Enterprise. Create a User Source Task You can create tasks manually by using the Add Task window. Creating Tasks for NextGen Enterprise You can generate tasks to be sent to users in NextGen® Enterprise from within NextGen® Enterprise PM. Automatically Generating a Task Tasks can be automatically generated and completed based on the action you set up to activate the task. Assign Tasks from the Report Server Add Tasks from Report Window Details Generating Worklog Task Reports Generating Auto Creation and Auto Completion Tasks Parent topic: Enterprise Worklog and Tasks

Task Workgroups

Recommendations

Task Workgroups

Create Task Workgroups

Show Hidden Empty Task Workgroups

Assign Tasks to Users and Work Groups

Assign Tasks to Users and Work Groups

Creating Tasks

Task Workgroups

Task Workgroups

Create Task Workgroups

Show Hidden Empty Task Workgroups

Assign Tasks to Users and Work Groups

Assign Tasks to Users and Work Groups

Creating Tasks