Create an eRx Task List Category

NextGen® Enterprise EHR Help

Create an eRx Task List Tab

You can create user-defined tabs in the task list. By creating tabs and then assigning each task to a category, you can view tasks assigned only to a particular category or a group of categories. In NextGen® Enterprise EHR, from the Main menu, select File > Workflow. The Work Flow window opens. Select Setup Tabs from the Tasks menu. Work Flow The Setup Task Tabs window opens. Setup Task Tabs Note: The All Tasks tab is hard-coded and cannot be edited or deleted. You cannot assign task list categories to the All Tasks tab. All available tasks display on the All Tasks tab. Select Add. The <New Tab> opens. Setup Task Tabs Enter a name for the new tab. Assign a specific Task List Category to the tab. Setup Task Tabs Note: Only the tasks assigned to the specific Task List Category display on this tab at run time. If you do not assign any Task List Categories to a tab, all Tasks display on the tab. To re-order created tabs, select Order Tabs. Select OK. Parent topic: Optional Settings

NextGen® Enterprise EHR Help

Optional Settings

You can configure eRx workgroups and corresponding task list categories or tabs to optimize the daily workflow of providers and nurses who use Surescripts. Create a task list category and assign it to a provider to display all eRx refill requests in the eRx tab of the task list. Create an eRx workgroup to notify all users of eRx-related tasks in the Workflow module. A task list enables you to create task list categories and associate them with specific task list tabs. Use task list categories and tabs to assign each new task to a specific task list category. The recipients of a new task view it in the particular task list tab associated with the category. For more information about Tasking, Task List Categories, Tabs, and Workgroups, go to NextGen Healthcare Success Community and download the latest Workflow Module Guide for NextGen® Enterprise EHR. eRx Workgroup Create an eRx Task List Tab Create an eRx Task List Category Assign eRx Workgroups and Category to a Provider Parent topic:

NextGen® Enterprise EHR Help

Create an eRx Workgroup

In NextGen® Enterprise EHR, from the Main menu, select File > Workflow. The Work Flow window opens. Work Flow In the Tasks pane, select Add. For Task Class, select EHR. The New Task window opens. New Task Select Assign To. The Select Task Recipients window opens. Select Task Recipients Select New Group. TheNew Group window opens. New Group Enter the name and description of the group. Select the users to assign to this work group. Select Add. Select OK. Parent topic: eRx Workgroup

System Administrator Help

Workflow Operation

The Workflow Operations subgroup in the System Administrator application enables features of the Workflow module. Subgroup Used in Description Allow NextGen® Enterprise PM Task Generation from NextGen® Enterprise EHR NextGen® Enterprise EHR Enables users to create NextGen® Enterprise PM tasks from within NextGen® Enterprise EHR (tasking in Workflow). When the right is set to Yes, the New Task window displays additional fields: Task Class (either NextGen® Enterprise EHR or NextGen® Enterprise PM), Source Type (from the Task Types master file), and Task Type (from the Task Types master file). If a user creates a NextGen® Enterprise EHR task, the Source Type and Task Type fields are disabled. If a user creates a NextGen® Enterprise PM task, the fields are enabled and are required. Change User Workgroups NextGen® Enterprise EHR Enables users to assign themselves to a different workgroup for Group tasking in Workflow. Edit Own Delegate List NextGen® Enterprise EHR Enables users to edit thei

Help Guide for NextGen® Enterprise PM 8

NextGen® Enterprise EHR Task

On the Add EHR Task window, do the following: In the Priority field, select one of the following. This field is required. High Low Normal In the Due Date field, enter the date on which the task must be completed. This field is required. Note: The default is today's date, or the current system date. In the Subject field, enter a free-text subject for the task. This field is required. In the Assigned To field, do one of the following. This field is required. Select one or more Users or Task Workgroups for the task. Pres the Ctrl and M keys on the keyboard to assign the task to yourself. In the Details field, enter additional free-text details for the task. This field is required. Enter the Ctrl, Shift and D keys on the keyboard to add a signature line that includes your name and the current date and time. To save changes and close the window, select OK. The task is created and assigned to the selected users. They can access the task from the Workflow module in NextGen® Enterprise EHR. To

NextGen® Document Management User Guide,

Add a Task to the NextGen® Enterprise EHR Workflow

You can create tasks for a To-Do List for the NextGen® Enterprise EHR Workflow module in NextGen® Document Management. If the Enable Workflow and the Create Workflow task after document is filed options are activated in the Document Type master file, then each time you select the File button when filing a document, NextGen® Document Management displays the Workflow prompt. When you select Cancel on the To Do form and then select File for the same document, NextGen® Document Management does not display the Workflow prompt again. Open NextGen® Document Management. Search for and open a document. Open the Create Task window by using one of the following methods: On the keyboard, select Ctrl+T. On the viewer toolbar, select the create task button. Right-click the document, and then select Create Task. On the NextGen® Document Management toolbar, select Tasks > Create Task. Optional: In EHR Send To, select the NextGen® Enterprise EHR user or group to whom you want to send the task. Only use

Create an eRx Task List Category

Recommendations

Create an eRx Task List Tab

Optional Settings

Create an eRx Workgroup

Workflow Operation

NextGen® Enterprise EHR Task

Add a Task to the NextGen® Enterprise EHR Workflow

Create an eRx Task List Tab

Optional Settings

Create an eRx Workgroup

Workflow Operation

NextGen® Enterprise EHR Task

Add a Task to the NextGen® Enterprise EHR Workflow