Case Management Hot Keys

Action	Hot Key	Description
Who/When window	W	Opens the Who/When window.
New Case	Alt + N	Creates a new Case.
Worker's Comp tab	Alt + R	Opens the Worker's Comp tab.
Notes tab	Alt + T	Opens the Notes tab.

NextGen® Enterprise EHR Help

Enable the Case View in NextGen® Enterprise EHR

To view cases associated with your patients, you must enable Case View in NextGen® Enterprise EHR. When Case View is enabled, you can view cases for all patients. In NextGen® Enterprise EHR, select a patient from the Patient Lookup window. To view the cases associated with the selected patient, select the settings icon, and select the View Case Management check box on the user-level display setting window. Note: When you select a patient who does not have any cases associated with their history, you receive a message that there are no cases to load. The Encounter History tab displays the Case Management information. On the Encounter History tab, select an encounter that has case, and select the context menu icon and then select Properties. Note: Some Cases can be marked as Private. If you have selected a case that is marked private, then you must have proper user rights and permissions to access that case information. The Case Management window opens. Review available case related info

NextGen® Enterprise EHR Help

Managing Patient Cases

You must access the Case Management window to manage patient cases. Case Management Hot Keys Enable the Case View in NextGen Enterprise EHR Set Up Case Management Preferences in NextGen Enterprise EHR Displaying the Encounter History for Cases in NextGen Enterprise EHR Modify a Case in NextGen Enterprise EHR Parent topic: Managing Patient Cases in NextGen Enterprise EHR

NextGen® Enterprise EHR Help

Appointments Hot Keys

The hot keys for the Appointments tab are: Action Hot Key Description New Appointment Alt + N Creates a new appointment for the selected patient Schedule Appointment Alt + S Saves a created appointment for the current patient Chart Alt + H Opens the patient chart associated with the selected appointment Parent topic: Appointments

NextGen® Enterprise EHR Help

Workflow Hot Keys

The Workflow module supports the hot keys to switch between tabs. Tab Hot Key Clinical Tasking Alt + C Appointments Alt + P Provider Approval Queue Alt + Q Patient Portal Alt + L Email Alt + M Parent topic: Workflow Module Layout and Features

NextGen® Enterprise EHR Help

Email Hot Keys

The hot keys for the Email tab are: Action Hot Key Description New Task Alt +T Creates a new clinical task from the contents of the selected email. Chart Alt + H Opens the patient's chart associated with the selected email. Parent topic: Configuring Email with NextGen Enterprise EHR

NextGen® Enterprise EHR Help

Clinical Tasking Hot Keys

The hot keys for the Clinical Tasking tab are: Action Hot Key Description New Task Alt + N Creates a new task Send Task Alt + S Sends an open task to the assigned recipient Reassign Task Alt + E Opens the Select Task Recipients window to reassign the selected task to a user or workgroup Accept Task Alt + A Accepts the selected task Reject Task Alt + R Rejects the selected task Chart Alt + H Opens the patient chart associated with the selected task Parent topic: Clinical Tasking

Case Management Hot Keys

Recommendations

Enable the Case View in NextGen® Enterprise EHR

Managing Patient Cases

Appointments Hot Keys

Workflow Hot Keys

Email Hot Keys

Clinical Tasking Hot Keys

Enable the Case View in NextGen® Enterprise EHR

Managing Patient Cases

Appointments Hot Keys

Workflow Hot Keys

Email Hot Keys

Clinical Tasking Hot Keys