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NextGen® Enterprise EHR Help

Enable Out-of-the-Office Delegate Notification

You can enable or disable the delegate's notification when the user or provider is out of the office. Log on to NextGen® Enterprise, if you are a delegate for a provider or user who is out of the office. The Work Flow Manager: Delegate Notification window opens. To stop this message from appearing when you log on, select the Don't show delegate notifications check box. To set up user preferences to enable the notification, from the Tools menu, select Preferences, and then clear the Receive Out of Office Notifications check box under the General tab. Select the Receive Out of Office Notifications check box to disable the notification. For more information on user preferences, go to NextGen Healthcare Success Community, and download the Layout and Preferences Guide forNextGen®Enterprise EHR. Parent topic: Workflow Module Delegates

NextGen® Enterprise EHR Help

Delegate PAQ Tasks

If you are an administrator or provider, you can assign delegates to sign off the following PAQ items: Documents, NextGen® Enterprise EHR Images, Template Notes, DM Images, Orders, Reports, and HIE Documents. The Provider Approval Queue tab opens by default when you access the Work Flow Manager: Provider or Work Flow Manager: Administrator window. If the Provider Approval Queue tab is not in view on the Work Flow Manager: Provider or Work Flow Manager: Administrator window, select to open it. The tab displays the names of any existing delegates. Check boxes show which PAQ item types a delegate is assigned to. To add a delegate, do the following Select the delegate from the Providers tab or Users tab in the Delegates section. Note: You cannot select providers with a grayed out icon select. To give the delegate daily access to the selected provider's PAQ items while the provider is in or out of the office, select Add for the Use Always section. Note: If you are an administrator modifying

NextGen® Enterprise EHR Help

Workflow Module Delegates

The Workflow module enables you to manage workflow delegates and out-of-the-office statuses as a user, provider, or administrator. If you are set up as the workflow delegate for someone, you can view and work on tasks assigned to that person. To access those tasks, you can log on with your own credentials, open your inbox, and then select the person you are delegated to from the provider list. You can choose to be notified when the provider or user you are the delegate for is out of the office. Note: A patient Inclusion or Exclusion list may restrict your access to tasks in the Workflow module. If you are a workflow delegate for another user or provider, you may not be able to access the same patient's tasks as that person. If you do not have access to a patient, a Restricted message appears, and the patient's name is not displayed. For more information on Inclusion and Exclusion List viewing restrictions, go to the NextGen Healthcare Success Community, and download the following docum

NextGen® Enterprise EHR Help

Create an Appointment

NextGen recommends to create and manage appointments in NextGen® Enterprise PM, not in NextGen® Enterprise EHR, if you use NextGen® Enterprise PM as your scheduling source. Appointments created in NextGen® Enterprise EHR are not communicated to NextGen® Enterprise PM. You can create an appointment in NextGen® Enterprise EHR only if you have the View by Provider display setting enabled. If you select View by Resource, you cannot create an appointment in NextGen® Enterprise EHR. You may also create an appointment in NextGen® Enterprise EHR if you use a third-party scheduling application instead of NextGen® Enterprise PM. You can create an appointment in the Appointments tab of the Workflow module. You can create a custom status for the appointment. Select a patient. Note: You must select a patient to create an appointment in the Appointments tab. Access the Appointments tab. Select New in the toolbar. Note: If there are no appointments scheduled for the selected day in the calendar, New

System Administrator Help

Workflow Operation

The Workflow Operations subgroup in the System Administrator application enables features of the Workflow module. Subgroup Used in Description Allow NextGen® Enterprise PM Task Generation from NextGen® Enterprise EHR NextGen® Enterprise EHR Enables users to create NextGen® Enterprise PM tasks from within NextGen® Enterprise EHR (tasking in Workflow). When the right is set to Yes, the New Task window displays additional fields: Task Class (either NextGen® Enterprise EHR or NextGen® Enterprise PM), Source Type (from the Task Types master file), and Task Type (from the Task Types master file). If a user creates a NextGen® Enterprise EHR task, the Source Type and Task Type fields are disabled. If a user creates a NextGen® Enterprise PM task, the fields are enabled and are required. Change User Workgroups NextGen® Enterprise EHR Enables users to assign themselves to a different workgroup for Group tasking in Workflow. Edit Own Delegate List NextGen® Enterprise EHR Enables users to edit thei

NextGen® Enterprise EHR Help

Configuring Email with NextGen® Enterprise EHR

The Workflow module provides you an easy access to your email. Whenever you log on to NextGen® Enterprise EHR, you automatically log on to your email if you have selected a default Microsoft® Outlook® profile. You must configure your email before using the Inbox. All the basic features are similar to Microsoft Outlook. NextGen® Enterprise EHR enables you to store patient chart items (such as documents, images, and emails) in multiple locations. Enable multiple locations storage functionality to store the items from the patient chart in separate directories, that are automatically separated by date. Note: If you enable Multiple Storage Locations support for the patient chart items, it automatically overrides the directory setting for the type of an item specified in the Universal Preferences. For information about setting up multiple locations storage feature, go to NextGen Healthcare Success Community, and download the latest Multiple Storage Locations for Patient Chart Items inNextGen

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Recommendations

Enable Out-of-the-Office Delegate Notification

Delegate PAQ Tasks

Workflow Module Delegates

Create an Appointment

Workflow Operation

Configuring Email with NextGen® Enterprise EHR

Enable Out-of-the-Office Delegate Notification

Delegate PAQ Tasks

Workflow Module Delegates

Create an Appointment

Workflow Operation

Configuring Email with NextGen® Enterprise EHR