Creating Tasks for NextGen® Enterprise

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

NextGen® Enterprise EHR Help

Task Creator Actions

You can create NextGen® Enterprise EHR or NextGen® Enterprise PM tasks. After you send a task, you can view the responses and reassign rejected or incomplete tasks. You can update tasks or remove completed tasks you have created. Create a NextGen Enterprise EHR Task Procedure to create NextGen® Enterprise EHR task in workgroup. Create a NextGen Enterprise PM Task Procedure to create NextGen® Enterprise PM task in workgroup. Update a Task Procedure to update a NextGen® Enterprise EHR or NextGen® Enterprise PM tasks. Viewing Task Status Responses Viewing the status and responses of the tasks which has sent. Permanently Remove a Task Procedure to remove a task permanently from the task list. Parent topic: Clinical Tasking

NextGen® Enterprise EHR Help

Add a Task to an Existing In-Progress Encounter

When you run the Add New Task trigger to add a NextGen® Enterprise PM task, you can link the task to an existing In-Progress encounter. An In-Progress encounter captures charges and transactions for work or care that has not been completed or delivered. This feature enables you to: Avoid generating new encounters when an appropriate In-Progress encounter exists for a new NextGen® Enterprise PM task that you are generating in a NextGen® Enterprise EHR template. Ensure that all NextGen® Enterprise PM tasks related to a given In-Progress encounter are identified correctly so your business operations are not adversely impacted. CAUTION: If an In-Progress encounter ID is not available for return to the trigger, use alternate means to ensure that tasking can be completed. In NextGen® Enterprise EHR, open the patient's chart. Open the applicable template. Run the Add New Task trigger. If a valid In-Progress encounter ID is returned, the system adds the new NextGen® Enterprise PM task and link

NextGen® Enterprise EHR Help

Send NextGen® Enterprise EHR Task

You can send NextGen® Enterprise EHR task to the specific recipients. You can create NextGen® Enterprise EHR task and send it to the specific recipients. Note: In System Administrator, if Access Rights for Chart/Recalls/Tasking is set to No, then you cannot access Task on the NextGen Care® Population Management Hub toolbar. For more information about setting access permissions to Task in NextGen Care® Population Management Hub, go to NextGen Healthcare Success Community , and download the latest System Administrator Guide forNextGen®Enterprise. In NextGen Care® Population Management Hub, do one of the following: From the Cohorts tab, run a report. From the My Lists tab, run a list. From the Appointment Book tab, filter the patients. The patient list appears in the patient grid. In the patient grid, select the check box next to the patient's name. From Task, select the EHR Task. The New EHR Task window opens. Select the required Due Date, and then select required priority from the Prior

System Administrator Help

Tasks Operation

Subgroup Used in Description Allow NextGen® Enterprise EHR Task Generation from NextGen® Enterprise PM NextGen® Enterprise PM & NextGen® Enterprise EHR Enables NextGen® Enterprise PMt users to create NextGen® Enterprise EHR tasks within certain areas of NextGen® Enterprise PMand send the tasks to a user or workgroup in NextGen® Enterprise EHR. The tasks can be created from the Tasks menu.: right-clicking on an encounter from the patient chart. right-clicking on an encounter from the Encounter Lookup. right-clicking on the tasks section of the Clinical History/Notes tab in the patient chart. Allow Encounter Void Task Deletion NextGen® Enterprise PM & NextGen® Enterprise EHR Ability to delete tasks from the workflow Module when an encounter has been marked as void in NextGen® Enterprise PM. Allow Transaction Approval Task Deletion NextGen® Enterprise PM Ability to delete a task once a transaction has been completed and approved. Allow User Task Approval for Other Users NextGen® Enterpris

NextGen® Document Management User Guide,

Add a Task to the NextGen® Enterprise EHR Workflow

You can create tasks for a To-Do List for the NextGen® Enterprise EHR Workflow module in NextGen® Document Management. If the Enable Workflow and the Create Workflow task after document is filed options are activated in the Document Type master file, then each time you select the File button when filing a document, NextGen® Document Management displays the Workflow prompt. When you select Cancel on the To Do form and then select File for the same document, NextGen® Document Management does not display the Workflow prompt again. Open NextGen® Document Management. Search for and open a document. Open the Create Task window by using one of the following methods: On the keyboard, select Ctrl+T. On the viewer toolbar, select the create task button. Right-click the document, and then select Create Task. On the NextGen® Document Management toolbar, select Tasks > Create Task. Optional: In EHR Send To, select the NextGen® Enterprise EHR user or group to whom you want to send the task. Only use

Creating Tasks for NextGen® Enterprise

Recommendations

Creating Tasks

Task Creator Actions

Add a Task to an Existing In-Progress Encounter

Send NextGen® Enterprise EHR Task

Tasks Operation

Add a Task to the NextGen® Enterprise EHR Workflow

Creating Tasks

Task Creator Actions

Add a Task to an Existing In-Progress Encounter

Send NextGen® Enterprise EHR Task

Tasks Operation

Add a Task to the NextGen® Enterprise EHR Workflow