Task the Questionnaire to Recipients

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

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® Adaptive Content Engine Help Enterprise 8

Task the Procedure Orders to a Recipient

Task the Procedure Orders to a Recipient 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. Parent topic: Verify/Sign Off on Procedure Orders

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 a Task for an Assessment

To send the documented information in the Add or Update Assessment template to other staff, do the following: To initially set up the task and recipients, click Quick Task. To update quick tasking at any time after initial setup, click the cog . The Quick Task Setup template opens. For more information on Quick Tasks, go to NextGen Healthcare Success Community to download the latest Getting Started User Guide for NextGen® Adaptive Content Engine. Parent topic: Document an Assessment

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

Task the Questionnaire to Recipients

Recommendations

Task the Entire Questionnaire to Recipients

Task the Procedure Orders to a Recipient

Task the Procedure Orders to a Recipient

Send Tasks

Send a Task for an Assessment

Send Tasks

Task the Entire Questionnaire to Recipients

Task the Procedure Orders to a Recipient

Task the Procedure Orders to a Recipient

Send Tasks

Send a Task for an Assessment

Send Tasks