Before you begin
Ensure that you have selected the
Specialty as
Care Management and
Visit Type as
Case & Consent.
- Open NextGen® Enterprise EHR.
- On the Tracking template, expand the Action Item List panel, and select Add.
- Select Add.
The
Care Management Tasks template opens.
The Time, Date and Staff fields are populated with current information.
- Select the Due date field and select a date from the calendar.
- Select the Priority field and select a priority from the list.
- Type any relevant information about the task in the Details field.
- Select the Status field and select the status from the list.
Note: Selecting the Task button opens the Attachment, then the Select Recipients windows to send an task.
- Select Clear For Add, and then select Save or Close.
