Update Quick Tasks after Initial Setup

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

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

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

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

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

Update Quick Tasks after Initial Setup

Recommendations

Set Up Quick Tasks

Remove a Quick Task

Send Quick Tasks

Quick Tasks

Document Point-of-Care Test

Open the Quick Task Setup

Set Up Quick Tasks

Remove a Quick Task

Send Quick Tasks

Quick Tasks

Document Point-of-Care Test

Open the Quick Task Setup