NextGen Knowledge Center

Save an Action Set for PAQ Signoff with Actions

You can save the follow-up actions that are used for signing off pending PAQ items.

Action sets are specific to the logged-on user. For practices that have clinical staff as delegates for the PAQ, these users can have their own action sets that apply across any provider’s PAQ that they are accessing.

Action sets built in the PAQ are also available under the Actions list in the Workflow window Clinical Tasking tab for PAQ Action items. When you create an action set, you may also want to consider next-step actions to use on incoming tasks.

  1. Access the Workflow module.
  2. Select the Provider Approval Queue tab.
  3. To save the action set for from the list, in the Pending tab, select the item.
  4. Select Sign-off with Actions in the toolbar.
    An Action panel appears on the left, with check boxes for the following actions:

    • Open Chart
    • Lock Encounter
    • Send To Patient Portal
    • Task 1
    • Task 2
    • Launch Document
    • Launch Image
    • Launch Template
    • Add Additional Signee(s)

    The check box appears for multi-user signoff on NextGen® Enterprise EHR documents. For more information, go to the NextGen Healthcare Success Community, and download Multi-user Document Signoff Guide forNextGen®Enterprise EHR.

  5. Select the check box for each PAQ action to save.
  6. Select Save Actions.
    The Save PAQ Actions window opens.

  7. Enter a name for the selected actions, and then select OK.
  8. Each PAQ action is saved and listed under the Action Set list and on the Sign-off with Actions list.
  9. To delete a saved action, select the action from the Action Set list on the Action panel, and then select Delete.
  10. To clear the Action Set list, select Clear.