Mark Future and Recurring Orders for Auto Release Using the Orders Management Order Control in a Custom Practice Template

NextGen® Enterprise EHR Help

Process or Release a Future or Recurring Order

On the Orders Summary tab, select a future or recurring order. Select the Scheduled filter. To release an order, select Release and the appropriate option from the Release list. For example, to release and print the order, select Release and then select Print from the list. To mark an order for Auto Release, do one of the following: From the Orders Summary tab, right-click the order and select Auto Release. Select the order and select Auto Release from the Order Summary tool bar. Note: You can change a patient's Auto Release status (to Yes or No) by selecting Auto Release. This selection overrides the current Auto Release status, even if was not defaulted when the future or recurring order was selected for processing. The system updates the Auto Release indicator to Yes. For example, a patient needs to come in at a later date. Therefore, you must update the future order for the patient's Urine Culture to be auto released on the new date. When a recurring order is released, the system c

NextGen® Enterprise EHR Help

Setting Up and Working with Future and Recurring Orders

For Lab and Radiology order types, you can set up schedules for future and recurring orders, as follows: Set schedules for recurring and future orders when creating a new lab or radiology order. Quickly display the recurring and future orders schedule from the Orders Summary tab for review. Reschedule recurring and future order from the Orders Summary tab. Note: You can also reschedule recurring and future orders from the Orders Management order control on a custom practice template for multiple patients in a practice. Update the due date for test results. Note: You can track and update the Expect Results date for future and recurring orders. If your practice has set up the Auto Release function in File Maintenance, you can use this function to "mark" future and recurring orders for automatic release. This function enables you to do the following: Select the future and recurring orders to be released automatically according to scheduled dates. Select the task groups to be notified for

NextGen® Enterprise EHR Help

Track Order Comments

Open your custom practice template with an Orders Management order control. To add comments or view previous comments, select Tracking on the toolbar or right-click the order and select Tracking from the list. Note: If you are using a private or practice filter, you must select the Tracking command in the Display tab when you set up the filter. The Sign-off and Tracking Comments window opens. Review any previous comments. Enter comments. If you have created My Phrases, select My Phrases to select a phrase from the list. Do one of the following: To simply save the comments, select Save. If you add comments that require another user or group to perform a task, select Save & Task and select the recipient. Parent topic: Pre-defined Orders Management Filters Related concepts Managing Orders for All Patients across a Practice Related tasks Create the Orders Filter Display Name, Commands, and Columns

NextGen® Enterprise EHR Help

Release an Order

Open your custom practice template with an Orders Management order control. On the Filters bar, select Due. The Orders Management grid for the Due filter opens. Select the row for each order to release. On the Due filter Top toolbar, do one of the following: Select Release. To select additional actions to perform with the release, select the appropriate option from the Release list. The Release Order window displays the order (or orders) with the options to Send and Print. To update an order before it is released, select Update Requisition. A green check mark appears to the left of the order on the Release Order window. Then the Update Order window opens. Enter the required changes. To send an order, select the Send check box. To print the order to your default printer, select the Print check box. Select Process. The Batch Release window opens, displaying the order description and the action in progress. When the action is processed, the window shows the status and displays a message s

NextGen® Enterprise EHR Help

Managing Orders for All Patients across a Practice

For quicker order processing of multiple patients within your practice, you can use a custom practice template with an Orders Management order control to view and complete orders for each patient from one location. You can create this type of custom Practice template in Template Editor and then access it in NextGen® Enterprise EHR. For more information, go to NextGen Healthcare Success Community and download the latest Templates User Guide for NextGen® Enterprise EHR. Open Your Custom Practice Template with an Orders Management Order Control Components in a Practice Template with an Orders Management Order Control Pre-defined Orders Management Filters User-defined Orders Management Filters Parent topic: Managing Lab Orders and Immunizations

NextGen® Enterprise EHR Help

Set Up Auto Release Practice Preferences

Select File Maintenance > Master Files > System > EHR > Practices > Preferences > Orders Module. Select All tab. Double-click your practice. The Modify Practice Information window opens. Select Preferences. Select Orders Module from the Preference List. The Orders tab opens. The Auto Release options display on the All tab. Select the Auto Release Task Group to receive the notification that the order has been auto released, if necessary. Select your practice's Auto Release Option to use the Auto Release function from the list: Opt-in. Select this option if your practice chooses to use the Auto Release function. Note: If you select this Opt-in option, when creating Future and Recurring orders the Automatically release this order when it is due check box is enabled. However, you must select the check box to indicate that the specific order is be auto released. Opt-out. Select this option if your practice does not choose to use the Auto Release function. Note: If you select the Opt-out opt

Mark Future and Recurring Orders for Auto Release Using the Orders Management Order Control in a Custom Practice Template

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