Add Tasks from Report Window Components

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 select 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	You can select a date to begin work on this task from the calendar.
Follow Up Dt	You can select a date to follow-up on this task from the calendar.
Due Date	This is the date the task must be completed and can be selected from the calendar.
Expiration Date	The expiration date is the date that the task in no longer valid, and therefore, expires.
Completion Dt	From the calendar, you can select the date the task is completed.
Completion Reason	From the list, you can select a preset list of reasons for the task completion. If you do not find an appropriate reason, contact your system administrator.
Completed By	The list contains all available resources. From the list you can select the resources that completed the task. Note: If this task is completed by Auto Worker, NextGen® Enterprise PM automatically completes it and displays the Completed By resource as Auto Worker.

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

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

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

File Maintenance Help for NextGen® Enterprise 8

Set Up Chart Alert Tasks in Auto Worker

You can set up tasks that cause a chart alert to display each time certain conditions are met. These tasks are automatically worked based on the Auto Worker action Add a chart alert with subject<>, expiration date<> and description<>. This action can be added to any task type that has a Chart or Encounter source type. The action automatically creates a chart alert for the source type and marks the task as completed. The completed task then displays in the Worklog and on the Edit Task dialog box in NextGen® Enterprise PM. To set up a task to create chart alerts, perform the following steps: Open or set up new Task Types. On the Task Types dialog box, select the Auto Creation tab. In the Source Type field, select Chart or Encounter. This is a required field. A list of task action descriptions for that source type display in the Action column. The items in the list represent events that occur in the application that can be selected to automatically generate tasks. Select the drop-down arr

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

Add Tasks from Report Window Components

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