Open the Quick Task Setup

NextGen® Enterprise EHR Help

Configure Quick Tasks for Orders

You can configure the recipients for your orders or tasks in the Quick Task Setup template in the Practice Configuration template. After you complete the template configuration, Computerized Physician Order Entry (CPOE) automatically sends the tasks to the configured recipients at runtime. Note: For more information on practice templates, go to NextGen Healthcare Success Community and download the latest Practice Configuration Template User Guide for NextGen® Adaptive Content Engine. Open NextGen® Enterprise EHR. Select File > System / Practice Template. The Select Template window opens. Select the Practice tab. In Show, select the All option. From the templates list, select Practice Configuration, and then select OK. The Practice Configuration template opens. On the Quick Task row, select the Require a Category to be entered when Quick Task settings are added or updated check box. Note: This indicates that the Category box on the Quick Task Setup template is mandatory. Select the Laun

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

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

Configuration Option in Quick Task

If you click the Launch Quick Task link, the Quick Task Setup template opens. The Quick Task Setup template allows you to configure the task recipient to automatically send the orders that are being placed in run time. Quick Task section The Require a Category to be entered when Quick Task setting are added or updated check box is selected by default. This indicates that the Category field on the Quick Task Setup template is a mandatory field. Note: If the task recipient is not configured in the Practice Configuration template, then the system opens the Quick Task Setup template when you click Quick Task on the ordering templates (for example, Add or Update Assessment, My Plan, Office Services, and so on) in run time. Configure Task Recipient Modify Task Recipient Configuration Parent topic: Practice Configuration Template Settings

NextGen® Adaptive Content Engine Help Enterprise 8

Send a Quick Task

You can send a quick task. The task recipient is configured on the Practice Configuration template. If you do not configure the task recipient in the practice template, you can open the Quick Task Setup template using the Quick Task button the first time, where you can configure the functionality. On 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 to the system. To open the Quick Task Setup template, and set up a new quick tasking action, use the cog icon to the right of the Quick Task button. Open NextGen® Enterprise EHR. Open the Intake template. In the Orders panel, select the Standing Orders link. The Office Services template opens. To send a referral to other staff members for any further action, select Quick Task. The Quick Task Priority or Quick Task Setup template opens. Note: You must select the Allow Override option to open the Quick Task Priority template. On the Quick

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

Open the Quick Task Setup

Recommendations

Configure Quick Tasks for Orders

Set Up Task Recipients

Set Up Quick Tasks

Configuration Option in Quick Task

Send a Quick Task

Configure Task Recipient

Configure Quick Tasks for Orders

Set Up Task Recipients

Set Up Quick Tasks

Configuration Option in Quick Task

Send a Quick Task

Configure Task Recipient