Creating Tasks

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

Help Guide for NextGen® Enterprise PM 8

Creating Tasks for NextGen® Enterprise

You can generate tasks to be sent to users in NextGen® Enterprise from within NextGen® Enterprise PM in the following areas: Patient Chart > Encounters tab: Right-click an encounter and select EHR Tasks from the menu. Patient Chart > Clinical History/Notes tab > Tasks topic: Right-click and select New EHR Tasks from the menu. Encounter Lookup: Right-click an encounter and select EHR Tasks from the menu. Tasks menu > Create EHR Task After the new task is sent to NextGen® Enterprise, it no longer displays in NextGen® Enterprise PM. The tasks can be viewed only within NextGen® Enterprise. Parent topic: Creating Tasks

Help Guide for NextGen® Enterprise PM 8

Create Multiple Tasks from a Report

Open NextGen® Enterprise PM. Select Reports from the main menu and run the report you want to generate the tasks. Note: Additionally, after generating a report from the Report Server, you can assign tasks to a user based on the data on the report. Select the Assign TasksNull button on the reports toolbar. The Add Tasks from Report window appears. Add Tasks from Report window Set up the task by completing the fields on this window. Select OK. An application message displays indicating the number of tasks generated based on the report the task is being generated from. Select Yes to mass create this task. To view a listing of these tasks, open the Worklog Manager window and generate a search using the same task type as used in creating the tasks.

Help Guide for NextGen® Enterprise PM 8

Create a User Source Task

Open NextGen® Enterprise PM. Select Tasks > Create Task. The Add Task window opens. Add Task window By default, Task Type is the only required field. If you want, you can set other fields as required from the Tasks tab in Practice Preferences window. Select the drop-down arrow in the Task Type field, and select the desired task type. You can leave the Status field to its default setting as it is changed by the user assigned to the task. Select the desired priority level, and then enter an appropriate subject. Select the drop-down arrow in the Assigned To field and select the group or user who you want to assign this task to or select the tab key to move to the next field. Tasks must be assigned to a user so that user can view their own tasks. Tasks that are assigned to a group cannot be viewed by a user. Note: NextGen Healthcare recommends that you set up Assigned To as a required field. Select the appropriate values for Task Subgrouping 1 and Task Subgrouping 2. Note: The Task Subgrou

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

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

Creating Tasks

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