Open the Orders Auto Release Utility

NextGen® Enterprise EHR Help

Set up the Orders Auto Release Utility

To set up the Auto Release criteria for your practice, on the Auto Release Form window, select the Plus + sign. The Details window opens. For the Instance Name, enter your practice's user-defined name. For the Process Time, enter the time the system releases the future and recurring orders. The system releases the future and recurring orders based on the due date selected when the order was created in the Orders module, and according to the number of days specified in File Maintenance Auto Release Orders Due In practice preference. For example, if you set up 3 days in the Auto Release Orders Due In field, the system releases the order 3 days before the scheduled due date. In the Practices section, select the practices for this Instance. Select Add. The Auto Release Form window displays the added instance (that is, the practice's user-defined name) and the process time. Select Activate Selected Instance. The Security Log On window opens. Enter your User ID, Password, and Domain associat

NextGen® Enterprise EHR Help

Update the Orders Auto Release Details

You can update the practices and process time for an active instance on the Detailswindow. Open Orders Auto Release utility. From the Instance list, select the Instance name (user defined). Select Deactivate. A confirmation window opens. Select Yes. The Security Logon window opens. Enter your User ID, Password, and Domain associated with your Windows® log on credentials. The Auto Release Form window opens. Note: The Instance Application Status fields are now blank. To update the time or change the practice for an instance, select Details. The Details window opens. To change the process time, or select another practice, select Save. Parent topic: Auto Release Utility - Standalone Mode

NextGen® Enterprise EHR Help

Run the NextGen Orders Auto Release Utility on Demand

After you set up the Orders Auto Release Utility, you can automatically release the Recurring and Future orders on demand. From the Windows® System Tray/Notification area, double-click the NextGen EHR Orders Auto Release utility icon. In the Instance list, select the appropriate Instance Name. Select Details. The Details window opens, displaying the scheduled run time. To override the scheduled run time and run the Auto Release immediately, select Run Now. The orders are automatically release. Select the Close (X) button. Note: Auto releasing orders on demand does not change the original Auto Release set up time. You do not need to re-set the original time for the Recurring and Future orders after using this function. Parent topic: Auto Release Utility - Standalone Mode

NextGen® Enterprise EHR Help

View the Orders Auto Release Details

You can view the Practices and Process Time for an Instance. However, if an Instance is activated, you must deactivate it to view this information on the Details window. Refer to the following procedure for the detailed steps. From the Windows® System Tray/Notification area, double-click the NextGen EHR Orders Auto Release utility icon. In the Instance list, select the appropriate Instance Name (that is, user-defined name). If the Instance is inactive (Application Status fields are blank), go to Step 5. If the Instance is active (Application Status fields are populated) do the following: Select Deactivate. A confirmation window opens. Select Yes. The Security Logon window opens. Enter your Windows® User ID, Password, and Domain associated with your Windows® log on credential. The Auto Release Form window opens. Note: The Instance Application Status fields are now blank. To view the auto-release criteria for the Instance, select Details. The Details window opens. To close the window, se

NextGen® Enterprise EHR Help

Reviewing Failed and Successful Auto Released Orders

Each day, after the orders have been auto released, the appropriate task work group can review a summary of the number of failed and successful auto released orders in the NextGen® Enterprise EHR Inbox. For more information about accessing and working with the NextGen® Enterprise EHR Workflow, go to the NextGen Healthcare Success Community, and download the latest Workflow Module Guide for NextGen® Enterprise EHR. Parent topic: Auto Release Utility - Standalone Mode

NextGen® Enterprise EHR Help

Auto Release Utility - Standalone Mode

Open the Orders Auto Release Utility Set up the Orders Auto Release Utility View the Orders Auto Release Details Update the Orders Auto Release Details Multiple Instances Run the NextGen Orders Auto Release Utility on Demand Reviewing Failed and Successful Auto Released Orders Parent topic: Auto Release Utility

Open the Orders Auto Release Utility

Recommendations

Set up the Orders Auto Release Utility

Update the Orders Auto Release Details

Run the NextGen Orders Auto Release Utility on Demand

View the Orders Auto Release Details

Reviewing Failed and Successful Auto Released Orders

Auto Release Utility - Standalone Mode

Set up the Orders Auto Release Utility

Update the Orders Auto Release Details

Run the NextGen Orders Auto Release Utility on Demand

View the Orders Auto Release Details

Reviewing Failed and Successful Auto Released Orders

Auto Release Utility - Standalone Mode