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

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

NextGen® Mobile Help

Create and Send Clinical Tasks

Before you begin Ensure that you have the Tasks view turned on in NextGen® Mobile. On the Tasks view, you can create tasks and send them to one or more users or workgroups. You can view and respond to clinical tasks created by NextGen® Enterprise EHR users. The task list includes tasks that are sent directly to you and the tasks that are assigned to your task group. Open NextGen® Mobile.Hubopens. Select Tasks, and then in Tasks, select the new icon . To link the task with a patient, in New Task, select the patient image, and then from Patients, search for and select a patient.The patient's name is added to the task and the attach icon appears. To add an attachment, in New Task, select attach , and then in Select Document, select a document. Note: You can attach documents, images, scanned items, and lab orders associated with the patient. The document is attached to the task and an indicator appears on the attach icon . To select a recipient, select To, in Task Recipients, select a pati

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

Send Tasks

Send Tasks

Create and Send Clinical Tasks

Task the Entire Questionnaire to Recipients

Task the Procedure Orders to a Recipient

Task the Procedure Orders to a Recipient

Send Tasks

Send Tasks

Create and Send Clinical Tasks