Task the Questionnaire to Recipients

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Task the Entire Questionnaire to Recipients

If you want to task the entire questionnaire to a recipient: Select the Task button at the bottom of the panel.The Select Recipients template opens to task the questions to appropriate recipients for further action. To task the scheduling questions to a recipient for any further action, Select the Quick Task button to open the Quick Task Priority template. Note: To display the Quick Task Priority template, you must select the Allow Override checkbox on the Quick Task Setup template. Select the Task priority field and select the applicable priority from the list. Select Save & Send. Note: The task recipient is configured in the Practice Configuration practice template. If you do not configure the task recipient in the practice template, the Quick Task Setup template opens from the Quick Task button to configure the task recipient. 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

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Task the Procedure Orders to a Recipient

Select the Task button.The Select Task Recipients template opens. From the left pane, select a user under a practice. Select the Add Users(s) button.The selected user appears in the right pane. Select OK. Parent topic: Sign Off Procedure Orders

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Task the Procedure Orders to a Recipient

Task the Procedure Orders to a Recipient Task the Procedure Orders to a Recipient Select the Task button.The Select Task Recipients template opens. From the left pane, select a user under a practice. Select Add Users(s).The selected user appears in the right pane. From the Priority list, select a priority for the task. Select OK. Parent topic: Verify/Sign Off on Procedure Orders

Patient Experience Help

Enter Specific Criteria for Recipients

If the Recipient Type for a message is Specific Criteria, do the following: Enter values for any of the items in the Choose Recipients section. The Choose Recipients section enables you to search for patients based on criteria such as gender, age, birth date, and contact information The message is sent to all the patients who match your criteria. Optional: To enable patients to reply to your message, select Patients can reply to message. Select Next. You are prompted to upload attachments. Select any desired attachments or skip this step and continue. The page presents buttons for browsing to files and uploading them as attachments, or skipping this step and continuing to the next Parent topic: Create a Recipients List

NextGen® Ophthalmic Suite Help 2022.2

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. To Do template 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

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

Task the Questionnaire to Recipients

Recommendations

Task the Entire Questionnaire to Recipients

Task the Procedure Orders to a Recipient

Task the Procedure Orders to a Recipient

Enter Specific Criteria for Recipients

Send Tasks

Send Tasks

Task the Questionnaire to Recipients

Task the Entire Questionnaire to Recipients

Task the Procedure Orders to a Recipient

Task the Procedure Orders to a Recipient

Enter Specific Criteria for Recipients

Send Tasks

Send Tasks