NextGen Knowledge Center

Configure Quick Tasks for Orders

You can configure the recipients for your orders or tasks in the Quick Task Setup template in the Practice Configuration template. After you complete the template configuration, Computerized Physician Order Entry (CPOE) automatically sends the tasks to the configured recipients at runtime.
  1. Open NextGen® Enterprise EHR.
  2. Select File > System / Practice Template.
    The Select Template window opens.
  3. Select the Practice tab.
  4. In Show, select the All option.
  5. From the templates list, select Practice Configuration, and then select OK.

    The Practice Configuration template opens.
  6. On the Quick Task row, select the Require a Category to be entered when Quick Task settings are added or updated check box.

  7. Select the Launch Quick Task link.
    The Quick Task Setup template opens.

  8. To fill the details in the Quick Task Setup template, do the following:
    1. Select User Name and select the provider to associate with the tasking configuration.
    2. Select Source template and select one of the following templates from the list.
      • CPOE Diagnostic
      • CPOE Immunizations
      • CPOE Laboratory
    3. Select Task To and select one of the following task types.
      • Individual
      • Group
    4. To set the Priority for the task, select one of the following:
      • High
      • Low
      • Normal
    5. To modify the priority at runtime, select the Allow override check box.
    6. Select Recipient and select the task recipient from the list.
    7. Select Subject and select the task's subject as it must appear in the recipient's inbox.
    8. In Description, enter a brief note on the task to display at the runtime Task Details template.
    9. Select Category and select the applicable category from the list.
      If you select the Require a Category to be entered when Quick Task setting are added or updated check box on the Practice Configuration template, you must select the category to configure and save the quick task settings.
    10. Select Add.
    11. To return to the Practice Configuration template, select Save & Close.
  9. Select Save and Close.