Change Signees for Documents and Restart Multi-user Signoff

NextGen® Enterprise EHR Help

Sign off Existing Documents and Return It to Existing Signees

You can sign off a rejected document and send it back to the Provider Approval Queue (PAQ) Pending tab of the previous list of signees. For example, you may not need to change the document or signees if you can clarify the content of the document with the signee who rejected it. Access your PAQ Pending tab and open the document to sign off, following steps 1-3 in Initiate Multi-user Signoff on a Pending PAQ Document. Select Sign-off. If a multi-user signoff document becomes a single-user signoff document through regeneration while the PAQ is open, a message appears indicating that there has been a change to the document since it was last retrieved. Select OK to close the message window, and then select F5 on your keyboard to refresh the PAQ. Do one of the following: Sign off the regenerated document as a single user. The document is not sent to any other providers for signoff. Sign off the document with actions to initiate multi-user signoff. For a multi-user signoff document, a messag

NextGen® Enterprise EHR Help

Revise and Regenerate the Document

If you need to revise the document that you sent for signoff, the best practice is to regenerate the document from the patient chart using the applicable template to change the data. If you edit the current document directly by entering free text, your changes are overwritten when another user regenerates the document. Regenerating the document reverts it to a single-user signoff document, and it is returned to the Provider Approval Queue (PAQ) Pending tab of the originating encounter provider. To initiate multi-user signoff for the regenerated document, follow the steps in Initiate Multi-user Signoff on a Pending PAQ Document. Parent topic: Reviewing a PAQ Document Rejected by a Signee

NextGen® Enterprise EHR Help

Reject the Document

You can reject a document after it is rejected by a signee. For example, you may reject the document if it is missing information or is incorrect. Instead of rejecting a document, you may want to revise and regenerate it and send it for signoff again. Select the PAQ Pending tab and open the document to reject, following steps 1-3 in Initiate Multi-user Signoff on a Pending Provider Approval Queue (PAQ) Document. To add a comment to the document: Select Add/View to the right of the comments section. In the Add Comments window that appears, enter your comments, and select Save. Your comments are added above any previous comments for the document. Note: It is a best practice to add a comment explaining why you have rejected a document. Otherwise, only Document Rejected appears, which is a system-generated comment. To reject the document, select Reject. The document is removed from the list of items in the PAQ Pending tab and moved to the Rejected tab for the encounter provider. The docume

NextGen® Enterprise EHR Help

Initiate Multi-user Signoff on a Pending PAQ Document

Do one of the following: Log on to NextGen® Enterprise EHR as a Provider Approval Queue (PAQ)-enabled provider. If you are a provider's delegate, do the following: Log on with your own credentials. In the provider list at the top of the NextGen® Enterprise EHR main window, select the PAQ-enabled provider you represent. Open the PAQ Pending tab in NextGen® Enterprise EHR. From the pending items list, locate and select the document to work on. The document window opens on the right. To send the document to previously selected signees in an action set, select the action set name from the Sign-off with Actions list at the bottom of the document window. The document is removed from the encounter provider's list of pending PAQ items and sent for signoff. If a multi-user signoff document becomes a single-user signoff document through regeneration while the PAQ is open, a message may appear indicating that the document has changed since its last retrieval. Select OK to close the message window

NextGen® Enterprise EHR Help

Reviewing a PAQ Document Rejected by a Signee

If a signee rejects a document you have sent, the document is returned to your Provider Approval Queue (PAQ) Pending tab. Depending on the reason for rejection and your review of the document, you can do the following: Sign off the existing document and return it to the existing signees Add or remove signees for the document, and restart the multi-user signoff process again. Note: You must be the encounter provider to add or remove signees for the document. Regenerate the document after correcting information in it, and restart the multi-user signoff process again with the same or different signees. Reject the document. Sign off Existing Documents and Return It to Existing Signees Change Signees for Documents and Restart Multi-user Signoff Revise and Regenerate the Document Reject the Document Parent topic: Performing Encounter Provider or Delegate Signoff Actions

NextGen® Enterprise EHR Help

Reviewing a Pending Document Regenerated by a Signee or Other User

If a signee or another user regenerates a multi-user signoff document, it is returned to the Provider Approval Queue (PAQ) Pending tab of the encounter provider who initiated the action as a single-user signoff document. Treat it as any other pending document in the PAQ. You can initiate multi-user signoff for the regenerated document with the same or different signees for the original document. Parent topic: Performing Encounter Provider or Delegate Signoff Actions Related tasks Initiate Multi-user Signoff on a Pending PAQ Document

Change Signees for Documents and Restart Multi-user Signoff

Recommendations

Sign off Existing Documents and Return It to Existing Signees

Revise and Regenerate the Document

Reject the Document

Initiate Multi-user Signoff on a Pending PAQ Document

Reviewing a PAQ Document Rejected by a Signee

Reviewing a Pending Document Regenerated by a Signee or Other User

Sign off Existing Documents and Return It to Existing Signees

Revise and Regenerate the Document

Reject the Document

Initiate Multi-user Signoff on a Pending PAQ Document

Reviewing a PAQ Document Rejected by a Signee

Reviewing a Pending Document Regenerated by a Signee or Other User