Create an eRx Task List Tab

NextGen® Enterprise EHR Help

Create an eRx Task List Category

Before setting up the task list categories, you must set up the appropriate user rights and permissions. The access rights for the edit task category list permissions is disabled by default in NextGen® Enterprise. Contact your system administrator to modify the user rights and permissions. 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 Select Setup Categories. The Task Category List window opens. Task Category List Select Add. Task Category List Enter a name for the category. The category is added to the list. Task Category List Select Close. 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:

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

Create a User Source Task

You can create tasks manually by using the Add Task window. Note: The Task Subgrouping field(s) default from values assigned to Task type in File Maintenance. These fields are user-defined fields and likely will have a different name on your Add/Edit Task window. The label that displays for these Task Subgrouping fields are entered in Enterprise Preferences. The values for the fields that users can select are entered in the Task Subgroupings Master List in File Maintenance. The Task Subgrouping values enable users to categorize tasks into smaller, more manageable sub-groups. Access NextGen® Enterprise PM. From the Tasks menu, select Create Task. The Add Task window appears. The only field required by default is the Task Type field. You can set other fields to be required by the setting them up using the Tasks tab in Practice Preferences. Select the drop-down arrow in the Task Type field and select the desired task type. Only the task types that are applicable for the source type you ha

NextGen® Enterprise EHR Help

Select Task Recipients for New Task trigger

When you execute an Add New Task trigger, the Select Task Recipients window may open, enabling you to select one or more users or workgroups to assign the task to. The Available Users/Workgroups pane contains folders for Favorites, Workgroups, and All Users. Note: The display of task recipients can be practice-specific. For assistance with system settings, contact your system administrator. If you do not select a recipient for the task you are creating, the task is assigned to you. For more information on setting up workgroups and favorites, go to NextGen Healthcare Success Community and download the latest Workflow Module Guide for NextGen® Enterprise EHR. From the Priority list, select one of the following: High Normal Low (default) To assign the task to users under Favorites, do one of the following: To assign the task to all favorite users, select the Favorites folder, and then select Add . Expand the Favorites folder, and select each user to be assigned the task. Select Add. Your

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 Tab

Recommendations

Create an eRx Task List Category

Optional Settings

Workflow Operation

Create a User Source Task

Select Task Recipients for New Task trigger

Add a Task to the NextGen® Enterprise EHR Workflow

Create an eRx Task List Category

Optional Settings

Workflow Operation

Create a User Source Task

Select Task Recipients for New Task trigger

Add a Task to the NextGen® Enterprise EHR Workflow