NextGen Knowledge Center

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.

  1. In the task list, select a task assigned to you. The icon indicates a pending task.
    The task details open.

  2. 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 task, select No.
  3. To accept a task with an attached patient and also open the patient's chart and the related module, from the toolbar Accept list, select And Chart.

    For example, if you select this option for a task related to orders, the task is marked Accepted, and both the patient chart and the Orders module open.

  4. To accept and complete a task simultaneously, from the toolbar Accept list, select And Complete.

    After you accept a task, Update and Complete buttons appear on the toolbar instead the Accept button. The Reassign button also appears on the toolbar. The task status changes from Assigned to Accepted.