Working with Tasks from the Appointment Book

Help Guide for NextGen® Enterprise PM 8

Tasks/Providers Tab

The Tasks/Providers tab on the Add/Edit Appointment window displays a listing of all worklog tasks associated to the patient in the top section labeled Tasks. From the right-click menu in this section, new tasks can be created and existing tasks can be modified, deleted or hidden. A list of preferred providers associated to the patient displays in the bottom section labeled Patient Providers. This section is view only. Providers can be entered on the Add/Modify Patient Information > Provider tab if the tab has been enabled in Practice Preferences > Providers. Parent topic: Appointment Information

NextGen® Enterprise EHR Help

Open the Orders Module from the Task List

You can access the orders module for a patient associated with a task. Select the task in the task list. Below the details section, select Orders on the toolbar to open the Orders module for the selected patient. The Orders module opens to the Results tab. Parent topic: Task Recipient Actions

File Maintenance Help for NextGen® Enterprise 8

Appointment Request Task Setup

Open or set up new Task Types. In Source Type field, select Appointment Request. On the Options tab, select the Workable Task check box. Select OK. Parent topic: Appointment Request Task

File Maintenance Help for NextGen® Enterprise 8

Workable Task

NextGen® Enterprise PM users can access workable tasks in Worklog or during AutoFlow in the Work Tasks window where they can view the appointment request details. They can copy the appointment request data and paste it as a new appointment into the appointment book or they can book the appointment through appointment search ahead. Note: Tasks that are set up as workable tasks with a source type of Encounter, Chart, or Appointment are displayed during auto-flow and from the right-click > Work Tasks menu option. Tasks with Account as the source type cannot be workable tasks. Set Up a Workable Task Parent topic: Task Types

Help Guide for NextGen® Enterprise PM 8

View Tasks in My Approval Queue

Access NextGen® Enterprise PM. Select the Worklog button on the main toolbar. The Worklog Manager window appears. Select the Show Tasks in My Approval Queue check box. Select Find. The Task List displays all the tasks that are currently awaiting your approval. Double-click to open the task you want to work on. The Edit Task window appears. For more information on working with tasks, see Working Tasks Assigned to You. Parent topic: Transaction Approval Tasks

Help Guide for NextGen® Enterprise PM 8

View Existing Appointments from Add or Edit Appointment

You can view existing appointments for a patient from the Add Appointment or Edit Appointment window. Open the Add Appointment or Edit Appointment window for the patient. Select the History tab. The existing appointments for the patient appears. Parent topic: View Existing Appointments for a Patient

Working with Tasks from the Appointment Book

Recommendations

Tasks/Providers Tab

Open the Orders Module from the Task List

Appointment Request Task Setup

Workable Task

View Tasks in My Approval Queue

View Existing Appointments from Add or Edit Appointment

Tasks/Providers Tab

Open the Orders Module from the Task List

Appointment Request Task Setup

Workable Task

View Tasks in My Approval Queue

View Existing Appointments from Add or Edit Appointment