Add an Action Item

NextGen® Adaptive Content Engine Help Enterprise 8

Tracking Tab

You use the Tracking template to create and monitor action items, setting priorities and deadlines for the actions. Created actions can be tasked to other providers or staff members. The only panel is the Action Item List panel. The Action Item List panel shows any Action Items for the patient. Add an Action Item Parent topic: Care Management

NextGen® Adaptive Content Engine Help Enterprise 8

Task/To Do

You can update the task for a patient using To Do template. Open NextGen® Enterprise EHR. Select the Care Guidelines link on any of the main template. The Care Guidelines Paged View template opens. In the Care Guidelines panel, select the Grid View link. The Care Guidelines grid view template opens. In the Recent Orders panel, select the Task link. The To Do template opens. The Date Due field displays the current system date. To change, select the Date Due field, and select date from the Calendar. The Priority field displays High by default. To change, select the Priority from the list. Select Subject from the list or enter text. Select Message and enter the text. Select Save & Close. To Do The Attach template opens. Select No attachment or the item to attach, and select OK. Attach The Select Task Recipients window opens. Select Task Recipients Do the following: To select the user to receive the task, select the recipient in the left side Available Users/workgroups list, and select the

NextGen® Medication Inventory Control Help 10.6.3.0

Create Tasks

You can configure tasks for various medical record templates of NextGen® Medication Inventory Control. You can configure tasks in the Tasks panel on the MICS Tasking Manager template. However, some tasks are already configured for you in the Tasks panel. Note: A manual task cannot be automatically triggered on any medical record templates. You can select the task icon in the QuickPick toolbar of the medical record templates to open the Add New Task window to manually send a task to desired recipients. On the Specialty Config Home template, select Tasking Manager from the left navigation bar. The MICS Tasking Manager system template opens. Expand the Tasks panel. Configure tasks in Tasks panel Select the Show in EHR and Enabled checkboxes. Enter a task name in the Call Name field. In the Call Description field, enter describe how the task is triggered while documenting details on the corresponding medical record template. Enter the information in the Subject and Description fields. Sele

NextGen® Adaptive Content Engine Help Enterprise 8

Create a Task for an Intervention

Before you begin Ensure that you have selected the Specialty and Visit Type as Care Management. If an intervention requires an action by a provider, you can create a task for that provider. The tasks you create are not linked to a particular intervention and behave as any other task in the tasking function. On the Plan/Intervention tab, expand the Interventions panel. Select the intervention for which you need to create a task and click Task. The To Do window appears. To Do The Date Due and Priority fields are pre-filled with current date and priority. Note: If you want to specify a different date or priority, click the corresponding fields and then select appropriate value. Select a Subject and a Category. Type the message in the Message field. Click Save & Close. The Attach template appears. Attach Do one of the following: If you do not want to attach a document, then click the No Attachment option. To attach a document to this task, click the appropriate document option and select a

NextGen® Orthopedic Suite Help 80.2.14.0

Build a New Task

You can build a new task from the Tasks panel of the Tasking Configuration practice template. However, there are some pre-configured tasks are available for you in the main grid of the Tasks panel. Note: A task added manually cannot be triggered automatically; You will only see it if you click the task Task icon icon in the QuickPick toolbar. Fields to enter the task details in the Tasks panel Select the Show in EHR and Enabled check boxes in the square below the grid in the Tasks panel. Enter the task name in the Call Name field. Enter a subject in the Subject field. Enter a Call Description. Enter a Description. Select a Due Date option. Select a Priority option. Select an Attach Item option. Current Template – Select this if you want the task to attach the template associated with the selected task. Template – Select this and select a template from the field if you want the task to attach a template other than the one associated with the selected task. Click Add-Update. Parent topic

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

Add an Action Item

Before you begin

Recommendations

Tracking Tab

Task/To Do

Create Tasks

Create a Task for an Intervention

Build a New Task

Send Tasks

Tracking Tab

Task/To Do

Create Tasks

Create a Task for an Intervention

Build a New Task

Send Tasks