Quick Tasks

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

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

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

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

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

Quick Tasks

You can create tasks using Quick Tasks. When the quick tasks are created, you can send the tasks to the selected group or individual. You can configure Quick Task recipients from the Practice Configuration template. Parent topic: Review of SOAP Details by Provider Related tasks Set Up Quick Tasks Update Quick Tasks after Initial Setup Send a Quick Task Remove a Quick Task

Quick Tasks

Recommendations

Configuration Option in Quick Task

Set Up Quick Tasks

Update Quick Tasks after Initial Setup

Send a Quick Task

Open the Quick Task Setup

Quick Tasks

Configuration Option in Quick Task

Set Up Quick Tasks

Update Quick Tasks after Initial Setup

Send a Quick Task

Open the Quick Task Setup

Quick Tasks