Set Up Quick Tasks

You can set up Quick Tasks for the first time.

1. Open NextGen® Enterprise EHR.
2. Open the Intake template.
3. In the Orders panel, select the Standing Orders link.
   The Office Services template opens.
4. On the Office Services template, select Quick Task.
   The Quick Task Setup template opens, and displays Office Services as the source template.

   

5. From the Task To list, select Individual or Group.
6. From the Recipient list, select individual or group to receive the task.
7. 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.
8. Select Add.
   The task information appears in the grid.
9. 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.