Assign Tasks to Users and Work Groups

NextGen® Enterprise EHR Help

Send Messages to Patients

Before you begin Ensure that the patient is enrolled in Patient Portal. You can initiate a message from the Patient Information Card (PIC) and send it to a recipient in NextGen® Enterprise EHR. You can attach a template, document, image, email, or report to the message. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. On the PIC, select New Message. Note: The New Message button appears only when the patient enrollment is complete in Patient Portal. The icon indicates that the enrollment is complete. The Patient Portal Message window opens with the recipient’s name in the To field by default. You can change the recipient or add recipients from the To list. Verify the recipient's name, enter the subject, and message, and then select Send & Chart. If you do not want to add the message to patient's chart, select the Do not add to chart option under Send & Chart. For more information on various options available on the Patient Portal Message window, go to N

NextGen® Enterprise EHR Help

Create an eRx Workgroup

In NextGen® Enterprise EHR, from the Main menu, select File > Workflow. The Work Flow window opens. Work Flow In the Tasks pane, select Add. For Task Class, select EHR. The New Task window opens. New Task Select Assign To. The Select Task Recipients window opens. Select Task Recipients Select New Group. TheNew Group window opens. New Group Enter the name and description of the group. Select the users to assign to this work group. Select Add. Select OK. Parent topic: eRx Workgroup

NextGen® Mobile Help

Create and Send Clinical Tasks

Before you begin Ensure that you have the Tasks view turned on in NextGen® Mobile. On the Tasks view, you can create tasks and send them to one or more users or workgroups. You can view and respond to clinical tasks created by NextGen® Enterprise EHR users. The task list includes tasks that are sent directly to you and the tasks that are assigned to your task group. Open NextGen® Mobile.Hubopens. Select Tasks, and then in Tasks, select the new icon . To link the task with a patient, in New Task, select the patient image, and then from Patients, search for and select a patient.The patient's name is added to the task and the attach icon appears. To add an attachment, in New Task, select attach , and then in Select Document, select a document. Note: You can attach documents, images, scanned items, and lab orders associated with the patient. The document is attached to the task and an indicator appears on the attach icon . To select a recipient, select To, in Task Recipients, select a pati

NextGen® Enterprise EHR Help

Select Task Recipients for New Task trigger

When you execute an Add New Task trigger, the Select Task Recipients window may open, enabling you to select one or more users or workgroups to assign the task to. The Available Users/Workgroups pane contains folders for Favorites, Workgroups, and All Users. Note: The display of task recipients can be practice-specific. For assistance with system settings, contact your system administrator. If you do not select a recipient for the task you are creating, the task is assigned to you. For more information on setting up workgroups and favorites, go to NextGen Healthcare Success Community and download the latest Workflow Module Guide for NextGen® Enterprise EHR. From the Priority list, select one of the following: High Normal Low (default) To assign the task to users under Favorites, do one of the following: To assign the task to all favorite users, select the Favorites folder, and then select Add . Expand the Favorites folder, and select each user to be assigned the task. Select Add. Your

NextGen® Adaptive Content Engine Help Enterprise 8

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 Parent topic: Overview of the Checkout Staff Workflow Parent topic: Process Lab Orders

NextGen® Enterprise EHR Help

Create a NextGen® Enterprise EHR Task

You can create a NextGen® Enterprise EHR task and send it to one or more selected users or workgroups. You can associate the task with a specific patient and attach any of the following items to it: Template NextGen® Enterprise EHR document or image NextGen® Document Management image SAP® Crystal Report® Equipment report Patient Education document HIE document or document view From the New list on the Clinical Tasking tab toolbar, select EHR Task. A blank task template opens on the Workflow window. The template shows your name as the sender, today's date as the sent date, Pending as the status, today as the default due date, and Normal as the priority level. Enter the subject in the box at the top. To add the recipient, select To:. Note: If you leave To: blank while sending the task, a confirmation message appears to assign the task to yourself. The Select Task Recipients window opens. Under Available Users/Workgroups, select each user or workgroup to send the task to, and then select

Assign Tasks to Users and Work Groups

Recommendations

Send Messages to Patients

Create an eRx Workgroup

Create and Send Clinical Tasks

Select Task Recipients for New Task trigger

Send Tasks

Create a NextGen® Enterprise EHR Task

Send Messages to Patients

Create an eRx Workgroup

Create and Send Clinical Tasks

Select Task Recipients for New Task trigger

Send Tasks

Create a NextGen® Enterprise EHR Task