Open the Quick Task Setup

You can create a task using Quick Tasks.

1. Open NextGen® Enterprise EHR.
2. Select File > System \ Practice Template.
   The Select Template window opens.
3. Select the Practice tab.
4. Under Show, select All.
   A list of practice templates appears.
5. Select Practice Configuration, and select OK.
   The Practice Configuration template opens.
6. To indicate that the Category field on the Quick Task Setup template, in the Quick task section, select the Require a Category to be entered when Quick Task settings are added or updated checkbox.
   

7. Select the Launch Quick Task link.
   The Quick Task Setup template opens.

   

   Note: The fields marked with an asterisk (*) are mandatory. You can open the Quick Task Setup template from the medical record templates when you use the Quick Task button for the first time to send a task or at any time by using the gear icon.