NextGen Knowledge Center

Configure Task Recipient

  1. On the Practice Configuration template, scroll to the Quick Task section.
  2. Click the Launch Quick Task link.
    The Quick Tasks Setup template opens.
    Quick Tasks Setup template

  3. In the Quick Tasks Setup template:
    The User Name field populates with the current user logged on to the system.
    • If applicable, click User Name and select the applicable provider to associate with the tasking configuration.
    • Click Source template and select a template from the list.
    • Click Task To and select any of the following task types:
      • Individual
      • Group

        By default, the Priority field value is set to Normal.

    • If applicable, click Priority and select the priority of the task.
    • If applicable, select the Allow to override check box to modify the priority in run time.

      If you select the Allow to override check box, the Quick Task Priority template opens in run time when you click Quick Task from the Source Template.

    • Click the Recipient field and select the task recipient from the list.
    • Click the Subject field and select the subject of the task to display in the recipient's Inbox.
    • In the Description field, enter a brief note on the task to display on the run-time Task Details template.
    • Click the Category field and select the applicable category from the list.

      If you select the Require a Category to be entered when Quick Task setting are added or updated check box on the Practice Configuration template, then you must select the category to configure and save the quick task settings.

      Clear clears the data from all the fields except the User Name, Source template, and Priority fields.

    • Click Add.

      The data uploads to the grid.

    • Click Save & Close to return to the Practice Configuration template.
  4. Click Save & Close at the top of the template.