Assign Delegates as a Provider

NextGen® Enterprise EHR Help

Assign Delegates as a User

You can assign delegates to act on your behalf on a daily basis or only when you are out of the office. Your assigned delegates can sign off and also, complete your workflow and NextGen® PxP Portal tasks. From the Admin menu, select Work Flow Manager and then User. The Work Flow Manager: User window opens. Your name appears as the user. The In the Office status is selected by default. If you are not in the office, select Out of the Office. You can also set up a schedule for your out-of-the-office time. Delegate your workflow tasks. Parent topic: Workflow Module Delegates

NextGen® Enterprise EHR Help

Delegate Workflow Tasks

If you are an administrator, provider, or user, you can assign delegates for workflow and NextGen® PxP Portal tasks. On the Work Flow Manager: Provider or Work Flow Manager: Administrator window, select the Work Flow tab. On the Work Flow Manager: User window, the Work Flow tab is the only tab and is in view by default. The tab displays the names of any existing delegates. Check boxes show if a delegate has access to either or both workflow tasks and the NextGen® PxP Portal. To add a delegate, do the following: Select the delegate from the Providers tab or Users tab in the Delegates section. Note: You cannnot select providers with a grayed out icon as they do not have a relationship status. To give delegate daily access to the selected provider's or user's workflow tasks, while the person is in or out of the office, select Add>> for the Use Always section. Note: If you are an administrator modifying delegates for a deactivated user or provider, only the Use Always section is available.

NextGen® Enterprise EHR Help

Delegate PAQ Tasks

If you are an administrator or provider, you can assign delegates to sign off the following PAQ items: Documents, NextGen® Enterprise EHR Images, Template Notes, DM Images, Orders, Reports, and HIE Documents. The Provider Approval Queue tab opens by default when you access the Work Flow Manager: Provider or Work Flow Manager: Administrator window. If the Provider Approval Queue tab is not in view on the Work Flow Manager: Provider or Work Flow Manager: Administrator window, select to open it. The tab displays the names of any existing delegates. Check boxes show which PAQ item types a delegate is assigned to. To add a delegate, do the following Select the delegate from the Providers tab or Users tab in the Delegates section. Note: You cannot select providers with a grayed out icon select. To give the delegate daily access to the selected provider's PAQ items while the provider is in or out of the office, select Add for the Use Always section. Note: If you are an administrator modifying

NextGen® Enterprise EHR Help

Assigning Delegates as an Administrator

As an administrator, you can: View and modify the office status of all providers and users that have access to the Workflow module. Assign delegates to any active user or provider within the practice. Modify delegates assigned in System Administrator for a deactivated user or provider. To perform these actions, you require System Administrator rights. Assign Delegates for Active Users or Providers Procedure to assign delegates for active users or providers. Modify Delegates for Deactivated Users or Providers Procedure to modify delegates for deactivated users or providers. Parent topic: Workflow Module Delegates

NextGen® Enterprise EHR Help

Enable Out-of-the-Office Delegate Notification

You can enable or disable the delegate's notification when the user or provider is out of the office. Log on to NextGen® Enterprise, if you are a delegate for a provider or user who is out of the office. The Work Flow Manager: Delegate Notification window opens. To stop this message from appearing when you log on, select the Don't show delegate notifications check box. To set up user preferences to enable the notification, from the Tools menu, select Preferences, and then clear the Receive Out of Office Notifications check box under the General tab. Select the Receive Out of Office Notifications check box to disable the notification. For more information on user preferences, go to NextGen Healthcare Success Community, and download the Layout and Preferences Guide forNextGen®Enterprise EHR. Parent topic: Workflow Module Delegates

NextGen® Enterprise EHR Help

Schedule Out of the Office Time

You can set up a date range or recurring days of the week when you are out of the office. If you are an administrator, you can set the out of the office schedule for a provider or user. Access the Work Flow Manager window as a user, provider, or administrator. In the Office Status section, select the Scheduled option. The Scheduled Out of Office window opens. The window lists any previously scheduled out of the office dates and times. To schedule a new out-of-the-office date range, do the following: Select the Starting and Ending dates and times. To select the date, select Calendar. Select the time using the up and down arrows, or select the All day event check box. Select Add. The newly scheduled dates and times are listed. To update an existing out of the office date range: Select the schedule in the grid. Select the new Starting and Ending dates and times, do the following: To select the date, select Calendar. Select the time using the up and down arrows, or select the All day event

Assign Delegates as a Provider

Recommendations

Assign Delegates as a User

Delegate Workflow Tasks

Delegate PAQ Tasks

Assigning Delegates as an Administrator

Enable Out-of-the-Office Delegate Notification

Schedule Out of the Office Time

Assign Delegates as a User

Delegate Workflow Tasks

Delegate PAQ Tasks

Assigning Delegates as an Administrator

Enable Out-of-the-Office Delegate Notification

Schedule Out of the Office Time