Permanently Remove a Task

NextGen® Enterprise EHR Help

Update a Task

If a task is not accepted or completed by its recipients, you can update a task you created. Select a task you have created. Select Update in the toolbar. The task details opens. Change any of the items following the instructions under Create a NextGen Enterprise EHR Task or Create a NextGen Enterprise PM Task. Do one of the following: To cancel the changes, select Undo Changes. To save your changes, select Commit Changes. Your changes are saved and updated for the recipients of the task. Parent topic: Task Creator Actions

NextGen® Enterprise EHR Help

Remove a Task

You can remove a task you accepted or declined from the task list. You cannot remove an uncompleted task you assigned to another user. You can restore a removed task if required. You can permanently remove a completed task that you created so that is no longer in your database. You cannot recover permanently removed tasks. To remove a single task, select the task, and then select Remove > Single Task from the toolbar. To remove multiple tasks at a time, select the tasks by selecting the Ctrl key, and then select Remove > Multiple Tasks from the toolbar. A confirmation message Remove Task appears to remove the task. To permanently remove the selected tasks, select the Remove Permanently check box. A warning message cautions you that the action cannot be undone. To remove the selected tasks, select OK. One of the following windows can appear based on the task you are trying to remove: You have accepted the task but have not completed it. Select OK to mark the task as completed and remove

NextGen® Enterprise EHR Help

Task Creator Actions

You can create NextGen® Enterprise EHR or NextGen® Enterprise PM tasks. After you send a task, you can view the responses and reassign rejected or incomplete tasks. You can update tasks or remove completed tasks you have created. Create a NextGen Enterprise EHR Task Procedure to create NextGen® Enterprise EHR task in workgroup. Create a NextGen Enterprise PM Task Procedure to create NextGen® Enterprise PM task in workgroup. Update a Task Procedure to update a NextGen® Enterprise EHR or NextGen® Enterprise PM tasks. Viewing Task Status Responses Viewing the status and responses of the tasks which has sent. Permanently Remove a Task Procedure to remove a task permanently from the task list. Parent topic: Clinical Tasking

NextGen® Enterprise EHR Help

Restore a Task

You can restore removed tasks that have not been permanently deleted. Select Clinical Tasks > Show Removed Tasks. Select a removed task from the task list. All removed tasks are displayed with a strikethrough line. Select Restore in the toolbar. A Clinical Tasking confirmation window opens. Select OK to restore the deleted task. The task is restored as a regular task on the task list. Parent topic: Task Recipient Actions

NextGen® Enterprise EHR Help

Remove an Unmatched Refill Request Task

You can remove one or multiple unmatched refill request tasks from the Workflow window in the Clinical Tasking tab. You can restore a removed task if required. You can permanently remove a task so that it is no longer in your database. You cannot recover permanently removed tasks. Select each unmatched refill request task to remove from the task list. Workflow Select Remove > Single Task or Remove > Multiple Tasks. Unmatched Refill Requests The Remove Task confirmation window opens. Remove Task To permanently remove the selected tasks, select the Remove permanently check box. A confirmation message Remove Task appears to remove the selected tasks. Remove Task warning To remove the selected tasks, select OK. Parent topic: Unmatching eRx Refill Requests

Help Guide for NextGen® Enterprise PM 8

Delete a To Do List Item

You can delete a task if it is not required to be tracked. Open the Appointment Book window. Select the Daily tab at the bottom of the window. In the To Do List section, right-click on the item to be deleted, and select Delete. A message appears asking if you want to permanently delete the selected to-do item. Select Yes to delete the item. The item is removed from the To Do List. Parent topic: Introduction to the To Do List

Permanently Remove a Task

Recommendations

Update a Task

Remove a Task

Task Creator Actions

Restore a Task

Remove an Unmatched Refill Request Task

Delete a To Do List Item

Update a Task

Remove a Task

Task Creator Actions

Restore a Task

Remove an Unmatched Refill Request Task

Delete a To Do List Item