Quick Tasks

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

Quick Tasks

You can set up the Quick Task recipients to automatically send the orders to as they are being placed in run-time. You can configure Quick Task recipients from the Practice Configuration template. If the task recipient is not configured there, the Quick Task Setup template opens the first time you select Quick Task in the run-time template. You can set up the task recipient to automatically send the orders to as they are being placed in run-time. You can also configure quick tasks from the Orders and Assessment/Plan sections for adults patients and from the Pediatric Screening section for pediatric patient. After you initially set up tasking, you can open the Quick Task Setup template at any time to set up new tasking actions. Set Up Quick Tasks You can set up Quick Tasks for the first time. Update Quick Tasks after Initial Setup You can update a task after Quick Tasks are set up on the Quick Task Setup template. Remove a Quick Task You can remove a task from the Quick Task Setup templ

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Open the Quick Task Setup

You can create a task using Quick Tasks. You can configure the recipients for your orders or tasks using the Practice Configuration practice template. Once configured, the task is automatically sent to the configured recipient at run time. Open NextGen® Enterprise EHR. Select File > System \ Practice Template.The Select Template window opens. Select the Practice tab. Under Show, select All. A list of practice templates appears. Select Practice Configuration, and select OK.The Practice Configuration template opens. 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. Quick task Select the Launch Quick Task link.The Quick Task Setup template opens. Quick task setup 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 firs

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

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

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Send a Quick Task

The task recipient is configured in the Practice Configuration practice template. If you do not configure the task recipient in the practice template, you can open the Quick Task Setup template using the Quick Task button the first time, where you can configure the functionality. In the Quick Task Setup template, the Source template field defaults to the template it opens from and the configuration applies to the current user logged on to the system. To open the Quick Task Setup template at any time and set up a new quick tasking action, use the cog icon to the right of the Quick Task button. Open the ASC - Physician Procedure template. In the Assessment / Plan panel, select Add/Update.The Add or Update Assessment template opens. To send the referral to other staff members for any further action, select Quick Task.One of the following results occurs: The Quick Task Priority template opens. The Quick Task Setup template opens. To display the Quick Task Priority template, select the Allo

Quick Tasks

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Send Quick Tasks

Quick Tasks

Open the Quick Task Setup

Update Quick Tasks after Initial Setup

Configuration Option in Quick Task

Send a Quick Task

Quick Tasks

Send Quick Tasks

Quick Tasks

Open the Quick Task Setup

Update Quick Tasks after Initial Setup

Configuration Option in Quick Task

Send a Quick Task