Attach a NextGen® Document Management Image to a Task

NextGen® Document Management User Guide,

Filing Documents to NextGen® Enterprise EHR Encounters

When you file a NextGen® Document Management document to a clinical encounter that is locked in NextGen® Enterprise EHR, you do not need to create an encounter. You can create an addendum to the locked encounter and attach the document to the addendum in NextGen® Document ManagementBy attaching an addendum, you can view the document along with the encounter it belongs to. Note: If the encounter you selected is locked, the application displays a message to indicate that the encounter is locked. You can select Yes to create an addendum to the locked encounter, and then attach the document to the addendum. Parent topic: Using NextGen Document Management with Other Applications

NextGen® Enterprise EHR Help

Work with Tasks Associated with an Image

You can create a task and attach an image to it. You can also modify or delete a task. Open an image, and then do one of the following: Select the Tasks button. On the main menu, select Imaging > Single Chart View. The Tasks window opens. Tasks To add a task, select the New Task button, and then enter the task details, including Due Date, Subject, and Description. In the Attachment field, EHR Image is pre-selected and the image name appears next to it. New EHR Task To remove a task, select a task in the Tasks window, and then select the Delete button. To change a task, select a task in the Tasks window and then select the Modify button. Make your changes accordingly. Parent topic: Working with Images

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

NextGen® Enterprise EHR Help

Open a Patient's Chart from the Task List

You can open a patient's chart or open the attachment associated with a task from the task list. Note: When a patient's chart is attached to an email and sent using the NextGen® Enterprise EHR email function, the data in the patient's chart is not encrypted. It may not be encrypted unless the email is sent through an external email system that uses encryption. Before using the NextGen® Enterprise EHR email function to send patient information, ensure that your system and processes comply with Health Insurance Portability and Accountability Act (HIPAA) regulations. Select the task in the task list. Below the details section, select Chart on the toolbar to open the desired encounter within the patient's chart. Note: If the selected task contains attachments (such as a document, template, or image), NextGen® Enterprise EHR opens the patient's chart and prompts you with the attachment. If an attachment contains a NextGen® Document Management image, the attachment automatically opens in Nex

NextGen® Document Management User Guide,

Using NextGen® Document Management with Other Applications

When you open a patient image in NextGen® Document Management while NextGen® Enterprise PM or NextGen® Enterprise EHR is open, the patient chart associated with the NextGen® Document Management image opens in the other application. NextGen® Document Management also displays the image of the active patient. This sequence of actions does not occur when you access NextGen® Document Management with Clinical Context Object Workgroup (CCOW). To synchronize with the active patient, you can select Active Patient from the Tasks menu. From NextGen® Document Management, you can open NextGen® Enterprise EHR demographic and MRN templates. You can access images associated with encounters from the list of encounters that appears in NextGen® Enterprise EHR. You can include images in the workflow. You can right-click a task in the workflow and select the Open Patient's Document option to display the images associated with the task. When you access a patient's chart in NextGen® Enterprise PM, any images

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

Attach a NextGen® Document Management Image to a Task

Recommendations

Filing Documents to NextGen® Enterprise EHR Encounters

Work with Tasks Associated with an Image

Creating Tasks for NextGen® Enterprise

Open a Patient's Chart from the Task List

Using NextGen® Document Management with Other Applications

Add a Task to an Existing In-Progress Encounter

Attach a NextGen® Document Management Image to a Task

Filing Documents to NextGen® Enterprise EHR Encounters

Work with Tasks Associated with an Image

Creating Tasks for NextGen® Enterprise

Open a Patient's Chart from the Task List

Using NextGen® Document Management with Other Applications

Add a Task to an Existing In-Progress Encounter