Clinical Tasking Icons

Icon	Description
	A task was created by you and sent to one or more recipients.
	A task was assigned to you and has not yet been acknowledged.
	You have accepted a task.
	A task was rejected or declined by all recipients.
	A task has been completed.
	A task is incomplete.

NextGen® Enterprise EHR Help

Display Specific Types of Tasks

You can select certain types of tasks to display in the task list. From the Clinical Tasks menu, select any of the following options: Show Completed Tasks Show Removed Tasks Show Tasks Assigned To Someone Else Note: You cannot select options for tasks assigned to you that have not been completed or removed. Parent topic: Clinical Tasking

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

NextGen® Enterprise EHR Help

Task Creator Actions

You can create NextGen® Enterprise EHR or NextGen® Enterprise PM tasks. After you send a task, you can view the responses and reassign rejected or incomplete tasks. You can update tasks or remove completed tasks you have created. Create a NextGen Enterprise EHR Task Procedure to create NextGen® Enterprise EHR task in workgroup. Create a NextGen Enterprise PM Task Procedure to create NextGen® Enterprise PM task in workgroup. Update a Task Procedure to update a NextGen® Enterprise EHR or NextGen® Enterprise PM tasks. Viewing Task Status Responses Viewing the status and responses of the tasks which has sent. Permanently Remove a Task Procedure to remove a task permanently from the task list. Parent topic: Clinical Tasking

NextGen® Enterprise EHR Help

Task Recipient Actions

You can perform following actions: Accept, reject, reply to, reassign, complete, remove, or restore a task. Respond to a PAQ action task. Attach a NextGen Document Management image to a task. Open a patient's chart or the Orders module from the task list. Accept, reject, approve, or deny Electronic Prescribing (eRx) refill requests and resolve unmatched requests. Accept and manage action required or approved Electronic Prior Authorization (ePA) tasks. Receive notifications for completed orders and Carequality/Surescripts patient information requests. Accept a Task Procedure to accept a task by task recipients. Reject a Task Procedure to reject a task by task recipients. Reply to Tasks Procedure to reply a task by task recipients. Reassign a Task Procedure to reassign incomplete or rejected tasks. Complete a Task Procedure to complete a task in clinical tasking. Open a Patient's Chart from the Task List Procedure to open a patient's chart from the task list. Open the Orders Module from

NextGen® Enterprise EHR Help

Complete a Task

When you have completed a task, you must mark it as complete in the Clinical Tasking tab. Completed tasks can still be updated or reassigned. Select a task assigned to you. Do one of the following: If you have already accepted the task, select Complete in the toolbar. If you have not accepted the task and want to accept and complete it simultaneously, select Accept > And Complete in the toolbar. The task appears completed for the owner and recipient of the task. Parent topic: Task Recipient Actions

NextGen® Enterprise EHR Help

Clinical Tasking

A patient's Inclusion or Exclusion List may restrict your access to clinical tasks. If you are a workflow delegate for another user or provider, you may not be able to access the same patient tasks as that person. If you do not have access to a patient, the Restricted message appears under the Patient Name, Subject, and Description columns. For more information on Inclusion and Exclusion List viewing restrictions, go to the NextGen Healthcare Success Community, and download the following documents: System Administrator Guide forNextGen®Enterprise Patient Demographics Guide forNextGen®Enterprise Orders Module User Guide forNextGen®Enterprise EHR Assigning tasks to other users, as well as accepting, declining, or deleting tasks, requires different levels of user rights. Contact your system administrator for your user-specific rights and permissions. When you select the Clinical Tasking tab in the Workflow module, you can view your tasks, applicable appointments, and demographic informati

Clinical Tasking Icons

Recommendations

Display Specific Types of Tasks

Clinical Tasking Hot Keys

Task Creator Actions

Task Recipient Actions

Complete a Task

Clinical Tasking

Display Specific Types of Tasks

Clinical Tasking Hot Keys

Task Creator Actions

Task Recipient Actions

Complete a Task

Clinical Tasking