NextGen Knowledge Center

Delegate Workflow Tasks

If you are an administrator, provider, or user, you can assign delegates for workflow and NextGen® PxP Portal tasks.
  1. On the Work Flow Manager: Provider or Work Flow Manager: Administrator window, select the Work Flow tab.
    On the Work Flow Manager: User window, the Work Flow tab is the only tab and is in view by default.

    The tab displays the names of any existing delegates. Check boxes show if a delegate has access to either or both workflow tasks and the NextGen® PxP Portal.

  2. To add a delegate, do the following:
    1. Select the delegate from the Providers tab or Users tab in the Delegates section.
    2. To give delegate daily access to the selected provider's or user's workflow tasks, while the person is in or out of the office, select Add>> for the Use Always section.
    3. To give the delegate access to the selected provider's or user's workflow tasks when the person is away, select Add>> in the Use Only When Out of the Office section.
      The name of the delegate is added to the assigned section. Check boxes for the delegate appears under the Tasks and Patient Portal Inbox columns in the Use Always or Use Only When Out of the Office section. Both check boxes are enabled, by default.

  3. To take away NextGen® PxP Portal access from a delegate, clear the Patient Portal Inbox check box.
  4. To assign a delegate to only the NextGen® PxP Portal Inbox, clear the Tasks check box.
  5. To remove a delegate from the Use Always or Use Only When Out of the Office section, select the name of the delegate, and then select <<Remove for the respective section.
  6. To clear all delegates from the Use Always or Use Only When Out of the Office section, select Clear for the respective section.
  7. To switch the delegate assignment between the Use Always and Use Only When Out of the Office sections, select the name of the delegate to move, and then use the Up or Down arrow.
  8. To complete assigning delegates, select OK.