Send a Quick Task

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

Remove a Quick Task

You can remove a task from 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, and displaying the existing tasks in the grid. To remove a task from the grid, select the task, and then select Remove. The task is removed from the grid. Parent topic: Quick Tasks

NextGen® Adaptive Content Engine Help Enterprise 8

Document Follow-up Details

You can enter follow-up appointment and disposition details on the Follow-up/Disposition template. Open NextGen® Enterprise EHR. Open the SOAP template. In the Assessment / Plan panel, select the Follow Up button. The Follow-up/Disposition template opens. Follow-up/Disposition template The Follow-up/Disposition template is part of a group of templates that use the last assessment or diagnosis selected on any of the templates in the group as the working assessment. The application defaults to the current working assessment. If required, you can select another assessment, which becomes the new working assessment that carries forward to the other templates in the group. Do one of the following: Select the diagnosis in the grid. In the Follow-up section, select follow up along with other details and the suggested time for the follow-up visit. To select a new diagnosis or modify an existing assessment for the current patient, select Add/Edit Assessment. With the correct description selected

NextGen® Adaptive Content Engine Help Enterprise 8

Send a Quick Task

The task recipient is configured in the Practice Configuration practice 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. In 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 at any time and set up a new quick tasking action, use the cog icon to the right of the Quick Task button. Open the ASC - Physician Procedure template. In the Assessment / Plan panel, click Add/Update. The Add or Update Assessment template opens. To send the referral to other staff members for any further action, click Quick Task. One of the following results occurs: The Quick Task Priority template opens. The Quick Task Setup template opens. To display the Quick Task Priority template, select the Allo

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

Send a Quick Task

Recommendations

Set Up Quick Tasks

Update Quick Tasks after Initial Setup

Remove a Quick Task

Document Follow-up Details

Send a Quick Task

Open the Quick Task Setup

Set Up Quick Tasks

Update Quick Tasks after Initial Setup

Remove a Quick Task

Document Follow-up Details

Send a Quick Task

Open the Quick Task Setup