Start to Work on a Task

Help Guide for NextGen® Enterprise PM 8

Follow-up on a Task

Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. Enter the necessary search criteria, and then select Find to display the task list. If you want to open the tasks specifically assigned to you as a user, you can select the My Tasks button on the Enterprise Worklog Manager window, or you can access them through the Tasks section of the Advisor window. Select and double-click the desired task or right-click the task, and then select Open. The Edit Task window opens for the task you want to update. Edit Task window From the Task Info tab, enter notes on task progress in the Details section each time you work on the task. Select Ctrl+Shift D to add the current date, time, and signature to your notes. This is a free-form text field. Optional: Change the date in the Follow Up Dt field. Make other field changes as applicable. To save changes and close the window, select OK. Parent to

Help Guide for NextGen® Enterprise PM 8

Modify Multiple Tasks for the Same Source

Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. Enter the necessary search criteria, and then select Find to display the task list. Select and double-click the desired task or right-click the task, and then select Open. The Edit Task window opens for the task you want to update. The window displays with the Task Info tab selected by default. Edit Task window Note: The Task Info tab is the only tab that can be used to make multiple task changes. Select the source type that you want to make changes to by selecting the drop-down arrow in the Open Tasks Filter field. You can choose a specific source type or all source types. Select the checkboxes in the Open Task related to this Source section for the tasks that you want to modify. Note: You can select or clear all the checkboxes by right- clicking on the Open Tasks related to this Source section. The Task Info tab now displays

Help Guide for NextGen® Enterprise PM 8

Add an Encounter Note

Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. Enter the necessary search criteria, and then select Find to display the task list. If you want to open the tasks specifically assigned to you as a user, you can select the My Tasks button on the Enterprise Worklog Manager window, or you can access them through the Tasks section of the Advisor window. Select and double-click the desired task or right-click the task, and then select Open. The Edit Task window opens for the task you want to update. Edit Task window From the Notes tab, right-click on the notes area, and then select New > Encounter Note. The Patient Notes window opens. Patient Notes window Enter the necessary details, and then select OK. Note: When you add encounter notes to encounter source types, the notes are added to the encounter. When you add encounter notes to a chart or appointment source type, the notes ar

Help Guide for NextGen® Enterprise PM 8

Modify Multiple Tasks for Different Sources

Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. Enter the necessary search criteria, and then select Find to display the task list. Select the checkbox of the tasks you want to modify or choose the Select All option to modify all tasks in the list. Right-click and select Open. The Edit Tasks window displays with the tasks you selected, listed in the Edit Task List section. The Task Info tab is blank. Select the checkbox above each field that you want to change. Make the field changes, and then select OK. Parent topic: Working Tasks Assigned to You

Help Guide for NextGen® Enterprise PM 8

Discontinue Auto Creation of a Task

Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. Enter the necessary search criteria, and then select Find to display the task list. Select and double-click the desired task or right-click the task, and then select Open. The Edit Task window opens for the task you want to update. The window displays with the Task Info tab selected by default. Edit Task window Select the Discontinue future auto creation of this task type checkbox. Note: The Until option is selected by default and the corresponding date field becomes available. If you select Until you must designate an end date. You can select the current day or future dates for defining when system can start auto creating task. The date field displays only dates from the current day forward. Select OK.

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

Start to Work on a Task

Recommendations

Follow-up on a Task

Modify Multiple Tasks for the Same Source

Add an Encounter Note

Modify Multiple Tasks for Different Sources

Discontinue Auto Creation of a Task

NextGen® Enterprise PM Task

Follow-up on a Task

Modify Multiple Tasks for the Same Source

Add an Encounter Note

Modify Multiple Tasks for Different Sources

Discontinue Auto Creation of a Task

NextGen® Enterprise PM Task