Using Provider Approval Queue for Sign-off

NextGen® Document Management User Guide,

Using NextGen® Document Management with Other Applications

When you open a patient image in NextGen® Document Management while NextGen® Enterprise PM or NextGen® Enterprise EHR is open, the patient chart associated with the NextGen® Document Management image opens in the other application. NextGen® Document Management also displays the image of the active patient. This sequence of actions does not occur when you access NextGen® Document Management with Clinical Context Object Workgroup (CCOW). To synchronize with the active patient, you can select Active Patient from the Tasks menu. From NextGen® Document Management, you can open NextGen® Enterprise EHR demographic and MRN templates. You can access images associated with encounters from the list of encounters that appears in NextGen® Enterprise EHR. You can include images in the workflow. You can right-click a task in the workflow and select the Open Patient's Document option to display the images associated with the task. When you access a patient's chart in NextGen® Enterprise PM, any images

NextGen® Enterprise EHR Help

Signoff Patient Document

In NextGen® Enterprise EHR you can sign off (accept) each patient document. If the Provider Approval Queue (PAQ) is enabled, you can sign off the document either in the PAQ or directly in the Documents module. When a document is accepted in one location, it is automatically listed as accepted in the other location. If the PAQ is not enabled, you can only sign off the documents in the Documents module. The Signoff Status Icons indicate the signoff status of the patient document in the Encounter History or Caretories tab. - Pending - Rejected - Accepted For more information on using the PAQ, go to NextGen Healthcare Success Community, and download the latest Workflow Module Guide for NextGen® Enterprise EHR. Generate a patient document. Make any required changes. You can enter the information directly into the document and use the standard formatting toolbar options. Select File and select Save. Select the accept icon on the Document bar of the viewer. A message appears, stating that the

NextGen® Enterprise EHR Help

Sign off a Multi-user Document

You must be a provider to sign off the document from the Encounter History or Categories tab. If you are a delegate for a provider, you must sign off the document from the Provider Approval Queue (PAQ). You cannot reject a document you open from the Encounter History or Categories tab; you must reject it from the PAQ. If you need to revise the document that was sent to you for signoff, the best practice is to regenerate the document from the patient chart using the applicable template. If you edit the current document directly by entering free text, your changes are overwritten if another user regenerates the document. Regenerating the document disables multi-user signoff and removes the document from the PAQ of all signees. The document is returned as a single-user signoff document to the PAQ Pending tab of the encounter provider for review. The encounter provider may initiate multi-user signoff for the regenerated document. Log on to NextGen® Enterprise EHR as a PAQ-enabled provider.

NextGen® Enterprise EHR Help

PAQ Document Signoff by Multiple Providers

Multiple providers on a patient care team can sign off the same document sent by the encounter provider to each designated signee's Provider Approval Queue (PAQ) Pending PAQ tab in the Workflow module. Only the encounter provider or the provider's delegate can initiate multi-user signoff and select additional signees. The multi-user signoff document is read only and remains in Pending status until all the designated signees or their delegates have signed it. If a document is rejected or regenerated by any signee, all existing signatures are erased, and the document is returned to the Pending PAQ of the encounter provider for review and further action. The encounter provider can restart multi-user signoff for the document and select the previous or new signees. Note: At this time, multi-user signoff is only available for PAQ documents. For more information on the following features, go to NextGen Healthcare Success Community, and download these documents: PAQ - Workflow Module Guide for

NextGen® Enterprise EHR Help

Sign off or Reject a Multi-user Document from PAQ

Do one of the following: Log on to NextGen® Enterprise EHR as a Provider Approval Queue (PAQ)-enabled provider. If you are a provider's delegate, log on with your own credentials, and select the PAQ-enabled provider you are the delegate for in the provider list at the top of the NextGen® Enterprise EHR main window. Open the PAQ Pending tab in NextGen® Enterprise EHR. The most recent item added to the PAQ is selected by default and appears in the viewing pane on the right. If the default item is not the document for signoff, locate the document, and select to open it. You can view the electronic signatures at the bottom of the document. Note: If the encounter provider has not signed off a document that has been rejected by another signee, Sign-off and Sign-off with Actions are disabled, and you cannot sign off the document. Review the document for accuracy. Look at any comments beneath the document that were entered by the encounter provider or other signees or that were system generate

NextGen® Enterprise EHR Help

Provider Approval Queue

To use the PAQ, you must enable it first and set up the provider assignment and relationship, required signoff items, and operations rights in the System Administrator application. As a provider or delegate, you can access the PAQ from the Workflow module. Note: A patient Inclusion or Exclusion List may restrict your access to PAQ items. If you are a workflow delegate for another user or provider, you may not be able to access the same PAQ items as that person. If you do not have access to a patient, the Restricted message appears under the Patient and Description columns. For more information on Inclusion and Exclusion List viewing restrictions, go to NextGen Healthcare Success Community, and download the following documents. System Administrator Guide forNextGen®Enterprise Patient Demographics Guide forNextGen®Enterprise Orders Module User Guide forNextGen®Enterprise EHR The number of items in the PAQ appears in parentheses on the Provider Approval Queue tab. An exclamation point ind

Using Provider Approval Queue for Sign-off

Recommendations

Using NextGen® Document Management with Other Applications

Signoff Patient Document

Sign off a Multi-user Document

PAQ Document Signoff by Multiple Providers

Sign off or Reject a Multi-user Document from PAQ

Provider Approval Queue