Create an eRx Workgroup

NextGen® Enterprise EHR Help

Assign Tasks to Users and Work Groups

You can create and assign a patient's clinical tasks to other users and work groups. For more information on clinical tasking, go to NextGen Healthcare Success Community and download the latest Workflow Module Guide forNextGen®Enterprise EHR. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Patient Information Card (PIC), select Profile Options and then select New Task from the list. The New EHR Task window opens. To add a recipient or work group, select Add corresponding to Assign to.The Select Task Recipients window opens, where you can select and add recipients or work groups for assigning the task. Enter the Subject and Description. Select Send Task.NextGen® Enterprise EHR sends the task to the selected recipient or work group. Parent topic: Using Layout and User Preferences

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® 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

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

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® Enterprise EHR Help

Create a NextGen® Enterprise EHR Task

You can create a NextGen® Enterprise EHR task and send it to one or more selected users or workgroups. You can associate the task with a specific patient and attach any of the following items to it: Template NextGen® Enterprise EHR document or image NextGen® Document Management image SAP® Crystal Report® Equipment report Patient Education document HIE document or document view From the New list on the Clinical Tasking tab toolbar, select EHR Task. A blank task template opens on the Workflow window. The template shows your name as the sender, today's date as the sent date, Pending as the status, today as the default due date, and Normal as the priority level. Enter the subject in the box at the top. To add the recipient, select To:. Note: If you leave To: blank while sending the task, a confirmation message appears to assign the task to yourself. The Select Task Recipients window opens. Under Available Users/Workgroups, select each user or workgroup to send the task to, and then select

Create an eRx Workgroup

Recommendations

Assign Tasks to Users and Work Groups

Create an eRx Task List Category

Add a Task to the NextGen® Enterprise EHR Workflow

Select Task Recipients for New Task trigger

NextGen® Enterprise EHR Task

Create a NextGen® Enterprise EHR Task

Assign Tasks to Users and Work Groups

Create an eRx Task List Category

Add a Task to the NextGen® Enterprise EHR Workflow

Select Task Recipients for New Task trigger

NextGen® Enterprise EHR Task

Create a NextGen® Enterprise EHR Task