Quick Tasks

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document Point-of-Care Test

You can document a point-of-care tests of a patient. Before you begin If you order medications from the Office Services template, first run the Medications_NDCID_Notmapped Crystal Report to identify National Drug Codes (NDC) for medications that are not mapped. You can then map the medications to the NDC Library. Open NextGen® Enterprise EHR. Open the Intake template. In the Orders panel, select the Standing Orders link.The Office Services template opens. To select an order set, select the Display category field, and then select an option from the list. In the Orders grid, select an order.The Order and Procedure code fields are filled in the Diagnosis section. Note: If you need to add assessment details, then add an assessment and an assessment code for the order. In the Diagnosis section, select the Diagnosis field, and select a diagnosis for the order.The Diagnosis and Dx Code fields are filled in the Diagnosis section. To associate multiple diagnoses with orders for diagnostic tests

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Set Up Quick Tasks

You can set up Quick Tasks for the first time. Open NextGen® Enterprise EHR. Open the Intake template. In the Orders panel, select the Standing Orders link. The Office Services template opens. On the Office Services template, select Quick Task. The Quick Task Setup template opens, and displays Office Services as the source template. Quick Task Setup template From the Task To list, select Individual or Group. From the Recipient list, select individual or group to receive the task. Enter the following information: Select a subject from the Subject list or enter manually. Select a category from the Category list or enter manually. Select the All or Specific option for the location. If you select Specific, then select the location from the list. Note: You can select the location if you select the Specific option. Select the Allow override check box. Enter a description that is not patient specific. Select Add. The task information appears in the grid. Do one of the following: To save the c

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Send Quick Tasks

You can send referrals to other staff members for any further action by using Quick Task. You can set up Quick Task recipients to automatically send orders as they are being placed in run-time on the Practice Configuration practice template. If you do not configure task recipients in the practice template, you can use Quick Task to open the Quick Task Setup template. Open NextGen® Enterprise EHR. Open the Intake or SOAP template. Expand the Orders or Assessment/ Plan section. To send tasks to other staff members for any further action, select Quick Task. One of the following occurs: If the task is configured on the Quick Task Setup template, the task is sent to the configured recipient, and a confirmation message appears. If you select the Allow Override checkbox while configuring the task on the Quick Task Setup template, the Quick Task Priority template opens. Note: On the Quick Task Setup template, the Source template opens the default template and the configuration applies to the c

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Update Quick Tasks after Initial Setup

You can update a task after Quick Tasks are set up on the Quick Task Setup template. Open NextGen® Enterprise EHR. Open the Intake or SOAP template, and then expand the Orders section. To open the Quick Task Setup template, do one of the following: Expand the Orders section, and then select the settings icon. Expand the Orders section, select Standing Orders, and then select the Config icon on the Office Services template. Expand the Assessment/Plan section, and then select the settings icon. The Quick Task Setup template opens. To add a task, complete the fields above the grid.The new task information appears in the grid. To update a task, select the task in the grid, enter changes in the fields above the grid, and select Update. Select Save & Send or Save & Close. Parent topic: Document Point-of-Care Test Parent topic: Quick Tasks

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Remove a Quick Task

You can remove a task from the Quick Task Setup template. Open NextGen® Enterprise EHR. Open the Intake template. In the Orders panel, select the Standing Orders link.The Office Services template opens. On the Office Services template, select Quick Task or .The Quick Task Setup template opens, displaying the existing tasks in the grid. To remove a task from the grid, select the task, and then select Remove.The task is removed from the grid. Parent topic: Document Point-of-Care Test Parent topic: Quick Tasks

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Configuration Option in Quick Task

The Quick Task Setup template allows you to configure the task recipient to automatically send the orders that are being placed in runtime. If you select the Launch Quick Task link, the Quick Task Setup template opens. Quick Task section The Require a Category to be entered when Quick Task setting are added or updated checkbox is selected by default. This indicates that the Category field on the Quick Task Setup template is a mandatory field. Note: If the task recipient is not configured in the Practice Configuration template, then the system opens the Quick Task Setup template when you select Quick Task on the ordering templates (for example, Add or Update Assessment, My Plan, Office Services, and so on) in runtime. Configure Task Recipient You can configure task recipient using the Quick Tasks Setup template. Modify Task Recipient Configuration You can update task recipient using the Quick Tasks Setup template. Parent topic: Practice Configuration Template Settings

Quick Tasks

Recommendations

Document Point-of-Care Test

Set Up Quick Tasks

Send Quick Tasks

Update Quick Tasks after Initial Setup

Remove a Quick Task

Configuration Option in Quick Task

Document Point-of-Care Test

Set Up Quick Tasks

Send Quick Tasks

Update Quick Tasks after Initial Setup

Remove a Quick Task

Configuration Option in Quick Task