Adding New Task Trigger

NextGen® Enterprise EHR Help

Add a Task to an Existing In-Progress Encounter

When you run the Add New Task trigger to add a NextGen® Enterprise PM task, you can link the task to an existing In-Progress encounter. An In-Progress encounter captures charges and transactions for work or care that has not been completed or delivered. This feature enables you to: Avoid generating new encounters when an appropriate In-Progress encounter exists for a new NextGen® Enterprise PM task that you are generating in a NextGen® Enterprise EHR template. Ensure that all NextGen® Enterprise PM tasks related to a given In-Progress encounter are identified correctly so your business operations are not adversely impacted. CAUTION: If an In-Progress encounter ID is not available for return to the trigger, use alternate means to ensure that tasking can be completed. In NextGen® Enterprise EHR, open the patient's chart. Open the applicable template. Run the Add New Task trigger. If a valid In-Progress encounter ID is returned, the system adds the new NextGen® Enterprise PM task and link

Help Guide for NextGen® Enterprise PM 8

Creating Tasks for NextGen® Enterprise

You can generate tasks to be sent to users in NextGen® Enterprise from within NextGen® Enterprise PM in the following areas: Patient Chart > Encounters tab: Right-click an encounter and select EHR Tasks from the menu. Patient Chart > Clinical History/Notes tab > Tasks topic: Right-click and select New EHR Tasks from the menu. Encounter Lookup: Right-click an encounter and select EHR Tasks from the menu. Tasks menu > Create EHR Task After the new task is sent to NextGen® Enterprise, it no longer displays in NextGen® Enterprise PM. The tasks can be viewed only within NextGen® Enterprise. Parent topic: Creating Tasks

Help Guide for NextGen® Enterprise PM 8

Create Tasks from the Threshold Tracking Report

Access NextGen® Enterprise PM. Generate a Threshold Tracking report. The report appears on screen. From the report toolbar, select Tasks . The Add Tasks from Report window opens. In the Task Type field, select the task to be created for each encounter on the report. In the Assigned To field, select the users the tasks will be assigned to. Enter additional information for the tasks as needed. To save changes and close the window, select OK. The following prompt displays for encounters on the report that do not have an existing open task: n source(s) on this report do not have an open task of this type assigned. Confirm mass creation of n task(s). The following prompt displays for encounters on the report that do have an existing open task: n source(s) on this report already have an open task of this type assigned. The following prompt displays when all encounters on the report already have an existing open task: Cannot add any tasks. Every source on this report already has an open task

NextGen® Enterprise EHR Help

Update a Task

If a task is not accepted or completed by its recipients, you can update a task you created. Select a task you have created. Select Update in the toolbar. The task details opens. Change any of the items following the instructions under Create a NextGen Enterprise EHR Task or Create a NextGen Enterprise PM Task. Do one of the following: To cancel the changes, select Undo Changes. To save your changes, select Commit Changes. Your changes are saved and updated for the recipients of the task. Parent topic: Task Creator Actions

NextGen® Enterprise EHR Help

Task Creator Actions

You can create NextGen® Enterprise EHR or NextGen® Enterprise PM tasks. After you send a task, you can view the responses and reassign rejected or incomplete tasks. You can update tasks or remove completed tasks you have created. Create a NextGen Enterprise EHR Task Procedure to create NextGen® Enterprise EHR task in workgroup. Create a NextGen Enterprise PM Task Procedure to create NextGen® Enterprise PM task in workgroup. Update a Task Procedure to update a NextGen® Enterprise EHR or NextGen® Enterprise PM tasks. Viewing Task Status Responses Viewing the status and responses of the tasks which has sent. Permanently Remove a Task Procedure to remove a task permanently from the task list. Parent topic: Clinical Tasking

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

Adding New Task Trigger

Recommendations

Add a Task to an Existing In-Progress Encounter

Creating Tasks for NextGen® Enterprise

Create Tasks from the Threshold Tracking Report

Update a Task

Task Creator Actions

Send Tasks

Add a Task to an Existing In-Progress Encounter

Creating Tasks for NextGen® Enterprise

Create Tasks from the Threshold Tracking Report

Update a Task

Task Creator Actions

Send Tasks