Send a Quick Task

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

ASC - Physician Procedure Template

The ASC - Physician Procedure template enables the provider to document information on sedation, procedure evaluation, procedure documentation and additional findings, and perform procedure billing. Physician Proc Tab Sub-Navigational Links Modify Procedure Details in the Reason for Visit Panel Reason for Visit Panel on the ASC - Physician Procedure Template Procedure Orders Panel on the ASC - Physician Procedure Template Pre-Procedure Evaluation Panel on the ASC - Physician Procedure Template Sedation Panel on the ASC - Physician Procedure Template Documentation Panel on the ASC - Physician Procedure Template Findings Panel on the ASC - Physician Procedure Template Patient Recalls Panel on the ASC - Physician Procedure Template Assessment/Plan Panel on the ASC - Physician Procedure Template The Assessment/Plan panel enables you to document assessments, postoperative concerns, follow-up details, treatment plans, lab orders, referrals, office procedures, and so on. Add or Update Assessm

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

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

Send Tasks Regarding a Pathology Order or Results

<Placeholder> Tasks related to a pathology order can be sent to others within the practice for further action. Tasking sends order details to the recipient. Select the specialty and perform a search for the pathology order record. Highlight the record in the Pathology Orders grid. The details of the selected record display in the Pathology Results section of the Biopsy Log. Click the Quick Task button. The Quick Task Priority template opens. Note: To display the Quick Task Priority template, you must first select the Allow Override check box on the Quick Task Setup template. Click the Task priority field and select the applicable priority from the list. Click Save & Send. Note: The task recipient is configured in the Practice Configuration practice template. If you do not configure the task recipient in the practice template, the Quick Task Setup template automatically opens from the Quick Task button to configure the quick task functionality. On the Quick Task Setup template, the Sour

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

Send a Quick Task

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Send a Quick Task

ASC - Physician Procedure Template

Configure Task Recipient

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Configure Quick Tasks for Orders

Send a Quick Task

ASC - Physician Procedure Template

Configure Task Recipient

Open the Quick Task Setup

Send Tasks Regarding a Pathology Order or Results

Configure Quick Tasks for Orders