Workable Task

File Maintenance Help for NextGen® Enterprise

Appointment Request Task

A clinician’s appointment instructions from NextGen® Enterprise EHR can be sent as an appointment request to the administrative employees during the NextGen® Enterprise PM checkout process. When an NextGen® Enterprise EHR template passes the appointment request data to NextGen® Enterprise PM, the process creates an Appointment Request task. For this process to work, you must set up the Appointment Request task type. NextGen® Enterprise PM users can access the task in Worklog or during AutoFlow in the Work Tasks dialog box and view the appointment request details. They can copy the appointment request data and paste it as a new appointment into the appointment book or they can book the appointment through appointment search ahead. For more information about creating appointments from an Appointment Request task, go to NextGen Healthcare Success Community and download the latest Appointment Scheduling User Guide for NextGen® Enterprise PM. Appointment Request Task Setup Parent topic: Tas

File Maintenance Help for NextGen® Enterprise 8

Workable Task

NextGen® Enterprise PM users can access workable tasks in Worklog or during AutoFlow in the Work Tasks window where they can view the appointment request details. They can copy the appointment request data and paste it as a new appointment into the appointment book or they can book the appointment through appointment search ahead. Note: Tasks that are set up as workable tasks with a source type of Encounter, Chart, or Appointment are displayed during auto-flow and from the right-click > Work Tasks menu option. Tasks with Account as the source type cannot be workable tasks. Set Up a Workable Task Parent topic: Task Types

File Maintenance Help for NextGen® Enterprise

Set Up a Workable Task

Open a task type with a source type of Encounter, Chart, or Appointment. The Task Types window displays. On the Options tab, select the Workable Task check box. When selected, this check box: Enables you to configure the task into the AutoFlow. Enables users to access this task type from the Work Task right-click option on the Work Tasks window. Select OK. To include the workable tasks in the AutoFlow, open the AutoFlow Sequences master file, and then select the Workable Tasks option to include in the Autoflow Sequence. The option makes the Work Tasks dialog box display to users during AutoFlow. Note: For information about setting up an AutoFlow sequence, see the information about the Autoflow Sequences master file. Select OK. To allow users to return to AutoFlow after they complete all tasks, open the AutoFlow practice preferences, and then select the Enable AutoFlow button after workable tasks have been completed checkbox. After users complete the tasks from the Work Tasks window, th

File Maintenance Help for NextGen® Enterprise

Task Types

Task types enable you to organize and manage tasks that are performed at your practice. They identify tasks according to the type of activity performed within a specific part of the application. You specify the part of the application (the Source Type) where the activity is performed. In NextGen® Enterprise PM, task types are used in the Worklog. To set up task types, perform the following steps: From the Master Files - System list, select System or PM, and then select Task Types. The Task Types List window displays. Select the open menu button on the Task Types list and then select New. The Task Types window opens. Enter a description of the task in the Task Type field. This is a required field. In the Source Type field, select the area of the application that the task applies to. This is a required field. Valid source types include: Account Appointment Appointment Request Appointment Waitlist Encounter Chart Invoice Transaction User Select the up and down arrows in the Task Value fie

File Maintenance Help for NextGen® Enterprise 8

Set Up a Workable Task

Open a task type with a source type of Encounter, Chart, or Appointment. The Task Types window displays. On the Options tab, select the Workable Task check box. When selected, this check box: Enables you to configure the task into the AutoFlow. Enables users to access this task type from the Work Task right-click option on the Work Tasks window. Select OK. To include the workable tasks in the AutoFlow, open the AutoFlow Sequences master file, and then select the Workable Tasks option to include in the Autoflow Sequence. The option makes the Work Tasks dialog box display to users during AutoFlow. Select OK. To allow users to return to AutoFlow after they complete all tasks, open the AutoFlow practice preferences, and then select the Enable AutoFlow button after workable tasks have been completed check box. After users complete the tasks from the Work Tasks window, the AutoFlow button becomes enabled so they can return to the AutoFlow. Select OK. Parent topic: Workable Task

Help Guide for NextGen® Enterprise PM 8

Add an Encounter Note

Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. Enter the necessary search criteria, and then select Find to display the task list. If you want to open the tasks specifically assigned to you as a user, you can select the My Tasks button on the Enterprise Worklog Manager window, or you can access them through the Tasks section of the Advisor window. Select and double-click the desired task or right-click the task, and then select Open. The Edit Task window opens for the task you want to update. Edit Task window From the Notes tab, right-click on the notes area, and then select New > Encounter Note. The Patient Notes window opens. Patient Notes window Enter the necessary details, and then select OK. Note: When you add encounter notes to encounter source types, the notes are added to the encounter. When you add encounter notes to a chart or appointment source type, the notes ar

Workable Task

Recommendations

Appointment Request Task

Workable Task

Set Up a Workable Task

Task Types

Set Up a Workable Task

Add an Encounter Note

Workable Task

Appointment Request Task

Workable Task

Set Up a Workable Task

Task Types

Set Up a Workable Task

Add an Encounter Note