Modify Settings for Task Recipients

NextGen® Adaptive Content Engine Help Enterprise 8

Set Up Task Recipients

You can set up task recipients. Open the Quick Task Setup template. Select User Name and select a username from the list. Select Source template and select a template from the list. Note: In run time, the task will be sent only to the recipient configured for the template. Select the location. If you select Specific, the Location field is enabled and displays the current practice location. You can also choose another practice location from the list. If you select All, the Location field remains disabled. Select the Task to field and select Individual or Group: To change the task priority from the default value of Normal, select Priority and select the priority. To modify or override the priority level, select the Allow to override check box. If you select Allow to override check box, the application opens the Quick Task Priority template when you select Quick Task from the Source Template. To open the recipient list that displays Show All and choices of individuals or work groups for t

NextGen® Adaptive Content Engine Help Enterprise 8

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 check box. 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

NextGen® Adaptive Content Engine Help Enterprise 8

Modify Task Recipient Configuration

On the Practice Configuration template, scroll to the Quick Task section. Click the Launch Quick Task link. The Quick Tasks Setup template opens. Select a row in the grid. The data populates in the corresponding fields above the grid. Make relevant edits in the applicable fields. Click Update. The modified data updates in the grid. Click Save & Close. Parent topic: Configuration Option in Quick Task

NextGen® Orthopedic Suite Help 80.2.14.0

Add a Task

You can create and assign tasks to users as an action items for them to perform. In the QuickPick toolbar, click the Task icon icon. The Add New Task template opens. Add New Task template Click the Task Name field. The Get Tasks window opens. Select the task from the Get Tasks window, and click OK. The Subject and Description fields are filled automatically. You can edit it, if required. Click the Due Date field, and select the due date to complete the task. Select the priority. Type the subject and description. Select the Attach Patient option if you need to attach the current patient to the task. Select the Attach Item option. If you select Current Template, the current template name appears in the blank field. If you select Template or Document, click the blank field to select the desired template or document. Click Task Categories, and select a category from the grid to which the task belongs. The Yes check box is selected, and the selected task category appears next to the Task Ca

NextGen® Adaptive Content Engine Help Enterprise 8

Configure Task Recipient

On the Practice Configuration template, scroll to the Quick Task section. Click the Launch Quick Task link. The Quick Tasks Setup template opens. Quick Tasks Setup template Note: The fields marked with asterisk (*) are mandatory to document. 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 th

NextGen® Adaptive Content Engine Help Enterprise 8

Update Quick Tasks after Initial Setup

You can modify a task after Quick Tasks are set up on 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 update a task, select the task in the grid, enter changes in the fields, and select Update. Do one of the following: To save the changes and close the template, select Save & Close. To save the changes and send the task to task recipients, select Save & Send. If you select Save & Send, then select task recipients, and select OK. Parent topic: Quick Tasks

Modify Settings for Task Recipients

Recommendations

Set Up Task Recipients

Open the Quick Task Setup

Modify Task Recipient Configuration

Add a Task

Configure Task Recipient

Update Quick Tasks after Initial Setup

Set Up Task Recipients

Open the Quick Task Setup

Modify Task Recipient Configuration

Add a Task

Configure Task Recipient

Update Quick Tasks after Initial Setup