Complete an Item in the To Do List

Help Guide for NextGen® Enterprise PM 8

Modify an Item in the To Do List

You can edit a task to modify any fields as required: Open the Appointment Book window. Select the Daily tab at the bottom of the window. In the To Do List section, right-click the item, and select Open. The Edit To Do Item window opens. Edit the following fields as required: Subject Due Date Notes Priority Select OK to save changes and close the window. The modified item appears in the To Do List. Note: You can also right-click an item in the To Do List and modify the Priority from the menu. A check mark indicates the current priority of the item. Parent topic: Introduction to the To Do List

Help Guide for NextGen® Enterprise PM 8

Add an Item to the To Do List

You can add a task to the to do list and track until it is completed. Open the Appointment Book window. Select the Daily tab at the bottom of the window. In the To Do List section, right-click and select New. The Add To Do Item window opens. In the Subject field, enter a name for the item. This is a mandatory field. In the Due Date field, select the expected completion date for the item. The default date is the current date. In the Notes field, enter additional information as needed for the item. In the Priority field, select the priority for the item. Following are the priorities available: Low Medium High The default priority is Low. Select OK to save changes and close the window. The new item appears in the To Do List. Parent topic: Introduction to the To Do List

Help Guide for NextGen® Enterprise PM 8

Delete a To Do List Item

You can delete a task if it is not required to be tracked. Open the Appointment Book window. Select the Daily tab at the bottom of the window. In the To Do List section, right-click on the item to be deleted, and select Delete. A message appears asking if you want to permanently delete the selected to-do item. Select Yes to delete the item. The item is removed from the To Do List. Parent topic: Introduction to the To Do List

Help Guide for NextGen® Enterprise PM 8

Introduction to the To Do List

You can use the To Do List section in the Daily view of the Appointment Book window to create and track tasks that require your attention. The To Do List is only for your reference. You can add items only to your To Do List and not for other users. In the To Do List section, you can do the following: Add an item. Modify an item. Complete an item in the to do list. Delete an item from the to do list. Add an Item to the To Do List You can add an item to the to-do list in the daily view of the appointment book. Modify an Item in the To Do List You can edit an item in the to-do list in the daily view of the appointment book. Complete an Item in the To Do List You can mark an item as completed in the to-do list in the daily view of the appointment book. Delete a To Do List Item You can delete an item from the to-do list in the daily view of the appointment book. Parent topic: Daily View

NextGen® Enterprise EHR Help

Complete a Task

When you have completed a task, you must mark it as complete in the Clinical Tasking tab. Completed tasks can still be updated or reassigned. Select a task assigned to you. Do one of the following: If you have already accepted the task, select Complete in the toolbar. If you have not accepted the task and want to accept and complete it simultaneously, select Accept > And Complete in the toolbar. The task appears completed for the owner and recipient of the task. Parent topic: Task Recipient Actions

Help Guide for NextGen® Enterprise PM 8

Confirm an Appointment

You can confirm an appointment from the Edit Appointment window after the patient confirms. Open the Appointment Book window. Open the appointment to be confirmed. The Edit Appointment window opens. Select the Confirmed option. Select OK to save changes and close the window. A telephone icon appears next to confirmed appointments in the Daily view tab of the Appointment Book window. Parent topic: Confirming Appointments

Complete an Item in the To Do List

Recommendations

Modify an Item in the To Do List

Add an Item to the To Do List

Delete a To Do List Item

Introduction to the To Do List

Complete a Task

Confirm an Appointment

Modify an Item in the To Do List

Add an Item to the To Do List

Delete a To Do List Item

Introduction to the To Do List

Complete a Task

Confirm an Appointment