Remove a Quick Task

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

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

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

Quick Tasks

You can set up the Quick Task recipients to automatically send the orders to as they are being placed in run-time. You can configure Quick Task recipients from the Practice Configuration template. If the task recipient is not configured, the Quick Task Setup template opens for the first time when you select Quick Task in the run-time template. After you initially set up a quick task, you can open the Quick Task Setup template at any time to set up new tasking actions. Set Up Quick Tasks You can set up Quick Tasks for the first time. Update Quick Tasks after Initial Setup You can modify a task after Quick Tasks are set up on the Quick Task Setup template. Send a Quick Task You can send a quick task. Remove a Quick Task You can remove a task from the Quick Task Setup template. Parent topic: Document Point-of-Care Test Parent topic: Enter an Order Parent topic: Office Diagnostics

NextGen® Adaptive Content Engine Help Enterprise 8

Remove a Quick Save Default Set Template

You can remove a quick save default set template. You can remove a Quick Save default set using the Remove button in the Quick Save grid. Open NextGen® Enterprise EHR. Open the Quick Save template. Select a default set from the Quick Saves grid. HPI Quick Save Select Remove. In the confirmation message that appears, select Yes. Parent topic: Quick Save and Quick Load

NextGen® Adaptive Content Engine Help Enterprise 8

Remove a Quick Save Default Set for Multiple Templates

You can only remove, not update, a default template set from multiple windows. You can delete but not overwrite an existing default set created from multiple windows. Open NextGen® Enterprise EHR. On the Quick Save template, select a quick save default set from the Quick Saves grid. Note: When the Number of Screens column indicates Multiple, the Remove button is enabled, and the Update button is unavailable. Quick Save To delete the existing default set, select Remove. In the confirmation message that appears, select Yes. Parent topic: Quick Save and Quick Load Related tasks Create Template Default Sets with Quick Save

Remove a Quick Task

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Update Quick Tasks after Initial Setup

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Remove a Quick Save Default Set for Multiple Templates

Update Quick Tasks after Initial Setup

Set Up Quick Tasks

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Remove a Quick Save Default Set Template

Remove a Quick Save Default Set for Multiple Templates