Follow-up on a Task

Help Guide for NextGen® Enterprise PM 8

Start to Work on a Task

Access the Edit Task window for the task you want to work on. Note: When you do a mass update, the Task Subgrouping1 and Task Subgrouping2 fields are not required. From the Task Info tab, select the down arrow in the Status field and select In Progress. Select the calendar button to select a start date or enter a date in the Start Date field in mm/dd/yyyy format to indicate the start date for the task. Select the calendar button to select a follow-up date or enter a date in the Follow Up Dt field in mm/dd/yyyy format to indicate the date you would like to review the progress on this task, if applicable. The follow-up date must be equal to or greater than the start date. Select the Instructions tab and begin following the instructions for the task. To save changes and close the window, select OK. Note: If you select All in the Open Tasks Filter and Practice Filter fields, it could slow down the performance of the update. Parent topic: Working Tasks Assigned to You

Help Guide for NextGen® Enterprise PM 8

Working with Tasks from the Appointment Book

The Tasks/Prov tab of the Edit Appointment window provides access to Worklog tasks associated with a specified patient. You can view existing task information, open tasks, or create new tasks. Using the Edit Appointment window provides the advantage of working on tasks on a patient by patient basis. Parent topic: Working Tasks Assigned to You

Help Guide for NextGen® Enterprise PM 8

Adding an Encounter Note

You can add an encounter note from a task for encounter, chart, and appointment source types. This option is available from the Notes tab on the Add/Edit Task window by right-clicking and selecting New > Encounter note. When you add encounter notes to encounter source types, the notes are added to the encounter. When adding encounter notes to a chart or appointment source type, the notes are added to the most recent encounter. Parent topic: Working Tasks Assigned to You

Help Guide for NextGen® Enterprise PM 8

Working Tasks Assigned to You

After a task has been created, the person assigned to the task can begin to work on it. In general, the workflow for working on a task has three phases: Starting a task Following up on a task Completing a task As a user goes through these phases, he/she must use the Edit Task window to update various fields and change the status of the task, so that it can be accurately tracked and reported on. The following is a description of each phase: Starting a task – the user assigned to the task looks up task details and instructions to begin the work and provides a start date and change in status. A follow up date may be entered at this time as a reminder to review the task on the date specified. Following up on a task – as work continues on the task, the user enters progress notes each time he/she follows up on the task. Completing a task – the user updates various fields and changes the status to complete. The Edit Task window can be used by anyone who has been assigned Allow Task Modificati

Help Guide for NextGen® Enterprise PM 8

Add Tasks from Report Window Details

The Add Tasks from Report window includes the following details: Field Description Task Type The Task Type is any task defined in the Task Types master files. To have the appropriate tasks to select from, be certain that they are set up and defined in the master file before trying to use them here. Status In the Status field you can select from the following options: None In Progress Completed Not Started Priority You can select from the following priorities: None High Normal Low Subject This is a free form text field. You can enter any text here. Assigned To This field has a list that allows you to select from any of the available resources to assign responsibility for this task. You can also press CTRL-M to assign yourself to the task. Details This is also a free-form text field that allows you to enter any details you feel necessary to aid in the completion of this task. Pressing CTRL-Shift-D adds a date and time stamp as well as your signature. Start Date From a pop-up calendar you

NextGen® Orthopedic Suite Help 80.2.14.0

Update a Task

You can update or edit a configured task. On the Tasking Configuration practice template, expand the Tasks panel. Select the task from the main grid. The task information appear the fields below the grid. Fields to enter the task details in the Tasks panel Note: You cannot edit Call Name and Call Description fields. Update the following information as needed: Subject Description Due Date Priority Attach Item Current Template: Choose this option if you want the task to attach the template associated with the selected task. Template: Choose this option and select a template from the field picklist if you want the task to attach a template other than the one associated with the selected task. Click Add-Update. Parent topic: Managing Tasks

Follow-up on a Task

Recommendations

Start to Work on a Task

Working with Tasks from the Appointment Book

Adding an Encounter Note

Working Tasks Assigned to You

Add Tasks from Report Window Details

Update a Task

Start to Work on a Task

Working with Tasks from the Appointment Book

Adding an Encounter Note

Working Tasks Assigned to You

Add Tasks from Report Window Details

Update a Task