Reply to Tasks

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

Reject a Task

In the task list, select a task assigned to you. The icon indicates a pending task. Select Reject in the toolbar. The task is removed from your task list and notification of rejection is sent to the creator of the task. Parent topic: Task Recipient Actions

NextGen® Enterprise EHR Help

Complete a Task

When you have completed a task, you must mark it as complete in the Clinical Tasking tab. Completed tasks can still be updated or reassigned. Select a task assigned to you. Do one of the following: If you have already accepted the task, select Complete in the toolbar. If you have not accepted the task and want to accept and complete it simultaneously, select Accept > And Complete in the toolbar. The task appears completed for the owner and recipient of the task. Parent topic: Task Recipient Actions

NextGen® Enterprise EHR Help

Reassign a Task

You can reassign incomplete and rejected tasks that you have sent. You can also reassign accepted and incomplete tasks assigned to you. Select the task to reassign. Note: Rejected tasks specifically call for reassignment in the Response field. Select Reassign in the toolbar. The Select Task Recipients window opens. Select the user or workgroup. You can search for a user or workgroup using the search field at the top. Note: You can control whether you see all users in all practices or users in your current practice by setting up the Task Recipients by Practice preference in Universal Preferences. For more information, refer to the System Administrator Guide forNextGen®Enterprise. Select OK. The task is reassigned to the selected recipients. If you were the original recipient of the task, you are now the task owner. Parent topic: Task Recipient 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

Reply to Tasks

You can reply to tasks that were assigned to you. Replying to a task creates a new task for the person who sent the original task. Select a task assigned to you. Select Reply in the toolbar. The task details open. The Subject is automatically filled in, as a response to the original task. Change any of the items within the instructions under Task Creator Actions. Do one of the following: To cancel the reply, select Undo. To save your changes and reply, select Send Task. The reply is sent as a new task to the original creator of the task or whomever was selected as the recipient. Parent topic: Task Recipient Actions

Reply to Tasks

Recommendations

Task Creator Actions

Reject a Task

Complete a Task

Reassign a Task

Remove a Task

Reply to Tasks

Task Creator Actions

Reject a Task

Complete a Task

Reassign a Task

Remove a Task

Reply to Tasks