NextGen Knowledge Center

Manage Tasks for Order Recipients

Before you begin

  • Ensure that you have configured user privileges in System Administrator.
  • Ensure that you have configured the recipients list in Quick Task setup.
You can use Quick Task Setup template to create a task for an order type and associate it with a recipient work group. Whenever you place an order for that specific order type, Computerized Physician Order Entry (CPOE) automatically fills the recipient details in your order task. You can manually change the task's recipient and subject, or even cancel the task before placing the order.
  1. Open CPOE.
  2. Select an order item.
  3. To view the details of the order based on the order type, select the Laboratory, Diagnostic, or Immunization tab.
  4. To cancel generating a task when placing the order, select Off.

  5. To modify the task recipient details, do the following:
    1. Select Task To.
      The New EHR Task window opens.

    2. To add a recipient or work group, select Add corresponding to Assign to.
      The Select Task Recipients window opens.

    3. Under Available Users / Workgroups, select the recipient or work group and select Add >>.
      CPOE adds the recipient to the Task Recipients list.
    4. Select OK.
      The Select Task Recipients window closes and recipient or work group you selected, appears in Assign to in the New EHR Task window.
    5. Select Save.
      CPOE sends the task to the selected recipient or work group when you place the order.