Show Hidden Empty Task Workgroups

File Maintenance Help for NextGen® Enterprise 8

Create Task Workgroups

Open File Maintenance. Under Master Files, select Practice > Task Workgroups. The Task Workgroups List 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 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

NextGen® Enterprise EHR Help

Select Task Recipients for New Task trigger

When you execute an Add New Task trigger, the Select Task Recipients window may open, enabling you to select one or more users or workgroups to assign the task to. The Available Users/Workgroups pane contains folders for Favorites, Workgroups, and All Users. Note: The display of task recipients can be practice-specific. For assistance with system settings, contact your system administrator. If you do not select a recipient for the task you are creating, the task is assigned to you. For more information on setting up workgroups and favorites, go to NextGen Healthcare Success Community and download the latest Workflow Module Guide for NextGen® Enterprise EHR. From the Priority list, select one of the following: High Normal Low (default) To assign the task to users under Favorites, do one of the following: To assign the task to all favorite users, select the Favorites folder, and then select Add . Expand the Favorites folder, and select each user to be assigned the task. Select Add. Your

Help Guide for NextGen® Enterprise PM 8

Create a User Source Task

You can create tasks manually by using the Add Task window. Note: The Task Subgrouping field(s) default from values assigned to Task type in File Maintenance. These fields are user-defined fields and likely will have a different name on your Add/Edit Task window. The label that displays for these Task Subgrouping fields are entered in Enterprise Preferences. The values for the fields that users can select are entered in the Task Subgroupings Master List in File Maintenance. The Task Subgrouping values enable users to categorize tasks into smaller, more manageable sub-groups. Access NextGen® Enterprise PM. From the Tasks menu, select Create Task. The Add Task window appears. The only field required by default is the Task Type field. You can set other fields to be required by the setting them up using the Tasks tab in Practice Preferences. Select the drop-down arrow in the Task Type field and select the desired task type. Only the task types that are applicable for the source type you ha

NextGen® Orthopedic Suite Help 80.2.14.0

Add a Task

You can create and assign tasks to users as an action items for them to perform. In the QuickPick toolbar, click the Task icon icon. The Add New Task template opens. Add New Task template Click the Task Name field. The Get Tasks window opens. Select the task from the Get Tasks window, and click OK. The Subject and Description fields are filled automatically. You can edit it, if required. Click the Due Date field, and select the due date to complete the task. Select the priority. Type the subject and description. Select the Attach Patient option if you need to attach the current patient to the task. Select the Attach Item option. If you select Current Template, the current template name appears in the blank field. If you select Template or Document, click the blank field to select the desired template or document. Click Task Categories, and select a category from the grid to which the task belongs. The Yes check box is selected, and the selected task category appears next to the Task Ca

Help Guide for NextGen® Enterprise PM 8

NextGen® Enterprise PM Task

On the Add Task window, do the following: In the Task Type field, select the type of task to be created. This field is required. Note: The Task Types available for selection are those that are setup in File Maintenance with a Source Type of Chart. In the Status field, select the default of Not Started. In the Priority field, select one of the following: High Low Normal Note: A default priority may be defined in the Task Types master file in File Maintenance. In the Subject field, enter a free-text subject for the task. In the Assigned To field, do one of the following: Select one or more Users or Task Workgroups for the task. Press the Ctrl and M keys on the keyboard to assign the task to yourself. Note: A default assigned to may be defined in the Task Types master file in File Maintenance. In the Task Subgrouping 1 and Task Subgrouping 2 fields, select subgroupings for the task, if applicable. Note: Task subgroupings are a way to categorize a task for users. Default subgroupings may b

Show Hidden Empty Task Workgroups

Recommendations

Create Task Workgroups

Task Workgroups

Select Task Recipients for New Task trigger

Create a User Source Task

Add a Task

NextGen® Enterprise PM Task

Create Task Workgroups

Task Workgroups

Select Task Recipients for New Task trigger

Create a User Source Task

Add a Task

NextGen® Enterprise PM Task