Auto Release Practice Preferences

NextGen® Enterprise EHR Help

Auto Release Practice Preferences

You can set up Future and Recurring Orders to be released according to specific time frames and schedules. These Auto Release practice preferences enable the system to automatically release the orders according to the parameters you set up. The Auto Release function is optional. You can set up the following practice preferences: Identify the NextGen® Enterprise task group to be notified when an auto release operation completes for the practice. "Opt-in" or "Opt-out" of using the Auto Release function. Set up when Future or Recurring orders schedules expire. Note: The default is 15 months. However, you can change the preference default. The number of days that the system automatically releases the Recurring and Future orders before the scheduled due date. Set Up Auto Release Set Up Auto Release Practice Preferences Parent topic: Medical Necessity and Orders Practice Preferences Setup

NextGen® Enterprise EHR Help

Set Up Auto Release

To enable Auto Release function in NextGen® Enterprise EHR, you must perform the following steps: Set up the Auto Release practice preferences in File Maintenance. Note: If your practice does not intend to use Auto Release, you can indicate that in the Auto Release Opt-out practice preference and stop at this step. In System Administrator > Operations > Orders > Allow Interface Send, enable Send Orders to Interface. In System Administrator > Operations, enable Allow access to Auto Release application. To set up the time the Future or Recurring orders are to be auto released before the scheduled date, access the NextGen® Enterprise EHR Orders Auto Release utility (file name: NextGen.EMR.Lab.AutoRelease.exe). and set up the actual time the Future and Recurring orders the selected practice. For more efficient processing, your practice could set up the automatic release of orders at 12:15 a.m. Note: During the installation, the system places or updates the NextGen EHR Orders Auto Release u

NextGen® Enterprise EHR Help

Set Up Auto Release Practice Preferences

Select File Maintenance > Master Files > System > EHR > Practices > Preferences > Orders Module. Select All tab. Double-click your practice. The Modify Practice Information window opens. Select Preferences. Select Orders Module from the Preference List. The Orders tab opens. The Auto Release options display on the All tab. Select the Auto Release Task Group to receive the notification that the order has been auto released, if necessary. Select your practice's Auto Release Option to use the Auto Release function from the list: Opt-in. Select this option if your practice chooses to use the Auto Release function. Note: If you select this Opt-in option, when creating Future and Recurring orders the Automatically release this order when it is due check box is enabled. However, you must select the check box to indicate that the specific order is be auto released. Opt-out. Select this option if your practice does not choose to use the Auto Release function. Note: If you select the Opt-out opt

NextGen® Enterprise EHR Help

Set Up Auto Release

To enable Auto Release function in NextGen® Enterprise EHR, you must perform the following steps: Set up the Auto Release practice preferences in File Maintenance. Note: If your practice does not intend to use Auto Release, you can indicate that in the Auto Release Opt-out practice preference and stop at this step. In System Administrator > Operations > Orders > Allow Interface Send, enable Send Orders to Interface. In System Administrator > Operations, enable Allow access to Auto Release application. To set up the time the Future or Recurring orders are to be auto released before the scheduled date, access the NextGen® Enterprise EHR Orders Auto Release utility (file name: NextGen.EMR.Lab.AutoRelease.exe). and set up the actual time the Future and Recurring orders the selected practice. For more efficient processing, your practice could set up the automatic release of orders at 12:15 a.m. Note: During the installation, the system places or updates the NextGen EHR Orders Auto Release u

NextGen® Enterprise EHR Help

Set Up Auto Release Practice Preferences

Select File Maintenance > Master Files > System > EHR > Practices > Preferences > Orders Module. Select All tab. Double-click your practice. The Modify Practice Information window opens. Select Preferences. Select Orders Module from the Preference List. The Orders tab opens. The Auto Release options display on the All tab. Select the Auto Release Task Group to receive the notification that the order has been auto released, if necessary. Select your practice's Auto Release Option to use the Auto Release function from the list: Opt-in. Select this option if your practice chooses to use the Auto Release function. Note: If you select this Opt-in option, when creating Future and Recurring orders the Automatically release this order when it is due check box is enabled. However, you must select the check box to indicate that the specific order is be auto released. Opt-out. Select this option if your practice does not choose to use the Auto Release function. Note: If you select the Opt-out opt

NextGen® Enterprise EHR Help

Setting Up and Working with Future and Recurring Orders

For Lab and Radiology order types, you can set up schedules for future and recurring orders, as follows: Set schedules for recurring and future orders when creating a new lab or radiology order. Quickly display the recurring and future orders schedule from the Orders Summary tab for review. Reschedule recurring and future order from the Orders Summary tab. Note: You can also reschedule recurring and future orders from the Orders Management order control on a custom practice template for multiple patients in a practice. Update the due date for test results. Note: You can track and update the Expect Results date for future and recurring orders. If your practice has set up the Auto Release function in File Maintenance, you can use this function to "mark" future and recurring orders for automatic release. This function enables you to do the following: Select the future and recurring orders to be released automatically according to scheduled dates. Select the task groups to be notified for

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