Accept a Task

NextGen® Enterprise EHR Help

Complete a Task

When you have completed a task, you must mark it as complete in the Clinical Tasking tab. Completed tasks can still be updated or reassigned. Select a task assigned to you. Do one of the following: If you have already accepted the task, select Complete in the toolbar. If you have not accepted the task and want to accept and complete it simultaneously, select Accept > And Complete in the toolbar. The task appears completed for the owner and recipient of the task. Parent topic: Task Recipient Actions

NextGen® Enterprise EHR Help

Remove a Task

You can remove a task you accepted or declined from the task list. You cannot remove an uncompleted task you assigned to another user. You can restore a removed task if required. You can permanently remove a completed task that you created so that is no longer in your database. You cannot recover permanently removed tasks. To remove a single task, select the task, and then select Remove > Single Task from the toolbar. To remove multiple tasks at a time, select the tasks by selecting the Ctrl key, and then select Remove > Multiple Tasks from the toolbar. A confirmation message Remove Task appears to remove the task. To permanently remove the selected tasks, select the Remove Permanently check box. A warning message cautions you that the action cannot be undone. To remove the selected tasks, select OK. One of the following windows can appear based on the task you are trying to remove: You have accepted the task but have not completed it. Select OK to mark the task as completed and remove

NextGen® Enterprise EHR Help

Restore a Task

You can restore removed tasks that have not been permanently deleted. Select Clinical Tasks > Show Removed Tasks. Select a removed task from the task list. All removed tasks are displayed with a strikethrough line. Select Restore in the toolbar. A Clinical Tasking confirmation window opens. Select OK to restore the deleted task. The task is restored as a regular task on the task list. Parent topic: Task Recipient Actions

NextGen® Enterprise EHR Help

Accept a Task

You can just accept an assigned task, or in one step accept the task and complete it or also open the associated patient chart and module. If you accept a task that was sent to multiple recipients, only you and the person who originally assigned the task can view it in the Clinical Tasking tab. After you accept a task, you can update the task categories. You must complete a task when you finish it. In the task list, select a task assigned to you. The icon indicates a pending task. The task details open. Note: You cannot add or remove recipients from the To field in the task details. You can reassign the task recipients and set up workgroups. To just accept the task, do one of the following: Select Accept . Double-click the task. In Clinical tasking, if the Accept Task enabled, on Double click, the task is automatically accepted, and the patient chart is opened. If the preference is not set, a confirmation window opens to accept the task. To accept the task, select Yes. To decline the t

NextGen® Enterprise EHR Help

Task Recipient Actions

You can perform following actions: Accept, reject, reply to, reassign, complete, remove, or restore a task. Respond to a PAQ action task. Attach a NextGen Document Management image to a task. Open a patient's chart or the Orders module from the task list. Accept, reject, approve, or deny Electronic Prescribing (eRx) refill requests and resolve unmatched requests. Accept and manage action required or approved Electronic Prior Authorization (ePA) tasks. Receive notifications for completed orders and Carequality/Surescripts patient information requests. Accept a Task Procedure to accept a task by task recipients. Reject a Task Procedure to reject a task by task recipients. Reply to Tasks Procedure to reply a task by task recipients. Reassign a Task Procedure to reassign incomplete or rejected tasks. Complete a Task Procedure to complete a task in clinical tasking. Open a Patient's Chart from the Task List Procedure to open a patient's chart from the task list. Open the Orders Module from

NextGen® Enterprise EHR Help

Update Categories for an Accepted Task

After you accept a task, you can update the categories the task is assigned to. Select Update in the toolbar. The Categories field is enabled. To return to the previous view without making any changes, select Undo Changes. To add or update categories for the task, from the Categories list, select or clear the applicable check boxes. Each selected category appears in the Categories. To clear any updates, select Undo Changes. To save the category updates, select Commit Changes. Note: If you update a task category to another one (Example: Received as "Patient Portal Communication" and updated to "Patient Portal communication + Patient Portal Appointments"), even then double-clicking opens the task in the original category. Parent topic: Accept a Task

Accept a Task

Recommendations

Complete a Task

Remove a Task

Restore a Task

Accept a Task

Task Recipient Actions

Update Categories for an Accepted Task

Accept a Task

Complete a Task

Remove a Task

Restore a Task

Accept a Task

Task Recipient Actions

Update Categories for an Accepted Task