Assign Delegates as a User

NextGen® Enterprise EHR Help

Assign Delegates as a Provider

You can assign delegates to act on your behalf on a daily basis or only when you are out of the office. Your delegates can sign off or reject PAQ items or sign off and also, complete your workflow and NextGen® PxP Portal tasks. From the Admin menu, select Work Flow Manager, and then Provider. The Work Flow Manager: Provider window opens. Your name appears as the provider. 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 PAQ tasks and 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

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

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

Return to In-the-Office Status

If you are a provider or user, and you have set up Out of the Office status, notifications appear when you try to access NextGen® Enterprise EHR. If you log on to NextGen® Enterprise EHR when you are scheduled to be out of the office, a confirmation message appears to change your status: To set your Office Status In the Office, select Yes. Your delegates no longer have access to your inbox. To continue with Office Status Out of the Office, select No. Your delegates continue to have access to your inbox. The first time you log on to NextGen® Enterprise EHR after being out of the office, the Welcome Back message window opens. To set your Office Status In the Office, select Yes. Your delegates no longer have access to your inbox. To continue with the Office Status Out of the Office, select No. Your delegates continue to have access to your inbox. Parent topic: Workflow Module Delegates

Assign Delegates as a User

Recommendations

Assign Delegates as a Provider

Delegate Workflow Tasks

Assigning Delegates as an Administrator

Enable Out-of-the-Office Delegate Notification

Delegate PAQ Tasks

Return to In-the-Office Status

Assign Delegates as a Provider

Delegate Workflow Tasks

Assigning Delegates as an Administrator

Enable Out-of-the-Office Delegate Notification

Delegate PAQ Tasks

Return to In-the-Office Status