Task the Procedure Orders to a Recipient
Click the
Task
button.
The
Select Task Recipients
template opens.
From the left pane, select a user under a practice.
Click
Add Users(s)
.
The selected user appears in the right pane.
From the
Priority
list, select a priority for the task.
Click
OK
.
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NextGen® Adaptive Content Engine Help Enterprise 8
Verify/Sign Off on Procedure Orders
After placing the required procedure orders in the Today's Procedure Orders grid, you need to verify the procedure orders. To sign off on an individual procedure order, Click the Not verified option above the Today's Procedure Orders grid. All the procedure orders that are not verified appear in the Today's Procedure Orders grid. Select a row in the Today's Procedure Orders grid. In the Co-Sign/Sign Off Procedure Order section, Click the Individual order option (to sign off on an individual procedure order) or click the All orders option (to sign off on all procedure orders) . The Verified by, Date, and Time fields populate with the current user, date and system time respectively. If applicable, enter the Reason/Explanation/Comment on the procedure orders. Click Sign/Update. The current user name appears in the Verified By column of the Today's Procedure Orders grid. The Task button is used to task the procedure order to the applicable recipients for any further process or sign off. Ta
NextGen® Adaptive Content Engine Help Enterprise 8
Task the Procedure Orders to a Recipient
Click the Task button. The Select Task Recipients template opens. From the left pane, select a user under a practice. Click the Add Users(s) button. The selected user appears in the right pane. Click OK. Parent topic: Sign Off Procedure Orders
NextGen® Enterprise EHR Help
Set up the Task Recipients by Practice
Users can view and assign tasks to other users or groups while saving an order, when Task Recipients by Practice preference is set to True. In System Administrator, select View > Universal Preferences. Select Workflow. Double-click Task Recipients by Practice. To display users for a current practice while working in the NextGen® Enterprise EHR Orders module or Immunizations module, set the Task Recipients by Practice value to True. Select OK to save the value. Parent topic: Setting up Rights and Preferences for the Immunizations Module
NextGen® Ophthalmic Suite Help 2022.2
Send Tasks
You can set up tasks and send to any task recipients. Open NextGen® Enterprise EHR. Open the Checkout template. Expand the Today's Orders panel. Select the Task link.The To Do template opens. To Do template Enter the values for the following fields: Date Due Priority Subject Category Message Select Save & Close.The Attach window opens. Select an option, and select OK.The Select Task Recipients template opens. In the Available Users/Workgroups section, select one or more users for a practice. Select Add User.The selected user appears in the Task Recipients section. Select the priority for the task. Select OK. Parent topic: Managing Today's Orders
NextGen® Adaptive Content Engine Help Enterprise 8
Send Tasks
You can set up tasks and send to any task recipients. Open NextGen® Enterprise EHR. Open the Checkout template. Expand the Today's Orders panel. Select the Task link. The To Do template opens. To Do template Enter the values for the following fields: Date Due Priority Subject Category Message Select Save & Close. The Attach window opens. Select an option, and select OK. The Select Task Recipients template opens. In the Available Users/Workgroups section, select one or more users for a practice. Select Add User. The selected user appears in the Task Recipients section. Select the priority for the task. Select OK. Parent topic: Managing Today's Orders Parent topic: Overview of the Checkout Staff Workflow Parent topic: Process Lab Orders
NextGen® Adaptive Content Engine Help Enterprise 8
Task the Entire Questionnaire to Recipients
If you want to task the entire questionnaire to a recipient: Click the Task button at the bottom of the panel. The Select Recipients template opens to task the questions to appropriate recipients for further action. To task the scheduling questions to a recipient for any further action, Click the Quick Task button to launch the Quick Task Priority template. Note: To display the Quick Task Priority template, you must 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 opens from the Quick Task button to configure the task recipient. 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
