Add an Action Item

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Action Items

Before you begin Ensure that you have selected the Specialty and Visit Type as Care Management. You can view the list of actions performed during the visit in the Action Items panel. Action Items Open NextGen® Enterprise EHR. On the Plan/Intervention tab, expand the Action Items panel. Select the corresponding actions performed. Enter Action Items/Follow up comments. Parent topic: Plan and Intervention Tab

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Create and Assign

You can update a task for a patient using To Do template. Open NextGen® Enterprise EHR. Select the Care Guidelines link on any of the main template.The Care Guidelines Paged View template opens. In the Care Guidelines panel, select the Grid View link.The Care Guidelines grid view template opens. In the Recent Orders panel, select the Task link.The To Do template opens. The Date Due field displays the current system date. To change, select the Date Due field, and select date from the Calendar. The Priority field displays High by default. To change, select the Priority from the list. Select Subject from the list or enter text. Select Message and enter the text. Select Save & Close. To Do The Attach template opens. Select No attachment or the item to attach, and select OK. Attach The Select Task Recipients window opens. Select Task Recipients Do the following: To select the user to receive the task, select the recipient in the left side Available Users/workgroups list, and select the Add

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Create a Task for an Intervention

Before you begin Ensure that you have selected the Specialty and Visit Type as Care Management. If an intervention requires an action by a provider, you can create a task for that provider. The tasks you create are not linked to a particular intervention and behave as any other task in the tasking function. Open NextGen® Enterprise EHR. On the Plan/Intervention tab, expand the Interventions panel. Select the intervention for which you need to create a task and select Task.The To Do window appears. To Do The Date Due and Priority fields are pre-filled with current date and priority. Note: If you want to specify a different date or priority, select the corresponding fields and then select appropriate value. Select a Subject and a Category. Type the message in the Message field. Select Save & Close.The Attach template appears. Attach Do one of the following: If you do not want to attach a document, then select the No Attachment option. To attach a document to this task, select the appropr

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Add a Case History Entry

Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. The Case History panel enables you to track the history of a case by adding entries for case-related events. Open NextGen® Enterprise EHR. On the Case & Consent template, expand the Consent panel. Navigate to the Case History panel. Case History From the Case History panel, select Add/Update. The CM New Case template opens. CM New Case Select the appropriate option for status under Indicate Status. Enter the Open date under Case Information.The current NextGen Healthcare user’s name populates to the open by text box. Select a reason in the Reason field. Select a Case Manager. Enter a Close date, if applicable. Select Update to add the new entry to the data grid. To task the entry, select on the entry in the grid and select Task. Follow the normal tasking steps to send the task to a recipient. Select Save & Close.The template closes and the new entry appears on the Case Hist

NextGen® Medication Inventory Control Help 10.6.3.0

Create Tasks

You can configure tasks for various medical record templates of NextGen® Medication Inventory Control. You can configure tasks in the Tasks panel on the MICS Tasking Manager template. However, some tasks are already configured for you in the Tasks panel. Note: A manual task cannot be automatically triggered on any medical record templates. You can select the task icon in the QuickPick toolbar of the medical record templates to open the Add New Task window to manually send a task to desired recipients. On the Specialty Config Home template, select Tasking Manager from the left navigation bar. The MICS Tasking Manager system template opens. Expand the Tasks panel. Configure tasks in Tasks panel Select the Show in EHR and Enabled checkboxes. Enter a task name in the Call Name field. In the Call Description field, enter describe how the task is triggered while documenting details on the corresponding medical record template. Enter the information in the Subject and Description fields. Sele

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Send Tasks

You can set up tasks and send to any task recipients. Open NextGen® Enterprise EHR. Open the Checkout template. Expand the Today's Orders panel. Select the Task link.The To Do template opens. Enter the values for the following fields: Date Due Priority Subject Category Message Select Save & Close.The Attach window opens. Select an option, and select OK.The Select Task Recipients template opens. In the Available Users/Workgroups section, select one or more users for a practice. Select Add User.The selected user appears in the Task Recipients section. Select the priority for the task. Select OK. Parent topic: Managing Today's Orders Parent topic: Overview of the Checkout Staff Workflow Parent topic: Process Lab Orders

Add an Action Item

Before you begin

Recommendations

Action Items

Create and Assign

Create a Task for an Intervention

Add a Case History Entry

Create Tasks

Send Tasks

Action Items

Create and Assign

Create a Task for an Intervention

Add a Case History Entry

Create Tasks

Send Tasks