Send a C-CDA Document as a Task from CDA Viewer

NextGen® Enterprise EHR Help

Send a Filtered View as a Task from the Categories Tab

When viewing a saved filtered view in the CDA Viewer, you can attach and send the view as a task. From the Categories tab, open the filtered view in the CDA Viewer. The view opens in the CDA Viewer. Do one of the following: To mark the whole view as a task, select Tasking (Tasking) at the top of the document. To mark a specific section as a task, select Tasking (Tasking) in the section that you want the recipient to focus on. Filtered View The New EHR Task window appears. Note: The current view is automatically attached to the task. Depending on from where you select the tasking icon, the description and subject line are populated automatically. For example, if you select the tasking from the Medications section, the default subject will be HIE Document - Medications and the description will be The CCDA document for <patient name> is awaiting action. You can modify the description and the subject as needed. After entering necessary details, select Send Task. Parent topic: Send a C-CDA

NextGen® Enterprise EHR Help

Viewing CDA Documents in Custom View

Clinical Document Architecture (CDA) documents can contain hundreds of sections. To help you focus on the most important sections for your daily work, the Custom View tab supports the following subset of CDA sections that contain the most critical information: Demographics Header Medications Meds Administered Allergies Problems Immunizations Results Encounters Vital Signs Procedures Family History Social History Advanced Directives Medical Equipment Payers Reason for Referral Discharge Summary Note Consultation Note History And Physical Note Progress Note To see any of the sections not supported in the Custom View tab, refer to the Full View tab. Features of the Custom View You can use the Custom View tab to go to a specific section; reorder, filter, or sign off sections; send a section as a task; or open the Clinical Reconciliation module. Configure General Options for Custom View You can use general options to control the appearance and behavior for all documents, not just the curren

NextGen® Document Management User Guide,

Add a Task to the NextGen® Enterprise EHR Workflow

You can create tasks for a To-Do List for the NextGen® Enterprise EHR Workflow module in NextGen® Document Management. If the Enable Workflow and the Create Workflow task after document is filed options are activated in the Document Type master file, then each time you select the File button when filing a document, NextGen® Document Management displays the Workflow prompt. When you select Cancel on the To Do form and then select File for the same document, NextGen® Document Management does not display the Workflow prompt again. Open NextGen® Document Management. Search for and open a document. Open the Create Task window by using one of the following methods: On the keyboard, select Ctrl+T. On the viewer toolbar, select the create task button. Right-click the document, and then select Create Task. On the NextGen® Document Management toolbar, select Tasks > Create Task. Optional: In EHR Send To, select the NextGen® Enterprise EHR user or group to whom you want to send the task. Only use

NextGen® Enterprise EHR Help

Create a NextGen® Enterprise EHR Task

You can create a NextGen® Enterprise EHR task and send it to one or more selected users or workgroups. You can associate the task with a specific patient and attach any of the following items to it: Template NextGen® Enterprise EHR document or image NextGen® Document Management image SAP® Crystal Report® Equipment report Patient Education document HIE document or document view From the New list on the Clinical Tasking tab toolbar, select EHR Task. A blank task template opens on the Workflow window. The template shows your name as the sender, today's date as the sent date, Pending as the status, today as the default due date, and Normal as the priority level. Enter the subject in the box at the top. To add the recipient, select To:. Note: If you leave To: blank while sending the task, a confirmation message appears to assign the task to yourself. The Select Task Recipients window opens. Under Available Users/Workgroups, select each user or workgroup to send the task to, and then select

NextGen® Enterprise EHR Help

Send NextGen® Enterprise EHR Task

You can send NextGen® Enterprise EHR task to the specific recipients. You can create NextGen® Enterprise EHR task and send it to the specific recipients. Note: In System Administrator, if Access Rights for Chart/Recalls/Tasking is set to No, then you cannot access Task on the NextGen Care® Population Management Hub toolbar. For more information about setting access permissions to Task in NextGen Care® Population Management Hub, go to NextGen Healthcare Success Community , and download the latest System Administrator Guide forNextGen®Enterprise. In NextGen Care® Population Management Hub, do one of the following: From the Cohorts tab, run a report. From the My Lists tab, run a list. From the Appointment Book tab, filter the patients. The patient list appears in the patient grid. In the patient grid, select the check box next to the patient's name. From Task, select the EHR Task. The New EHR Task window opens. Select the required Due Date, and then select required priority from the Prior

NextGen® Enterprise EHR Help

CDA Viewer

The CDA Viewer displays Clinical Document Architecture (CDA) documents in a human readable form. You can customize and filter the display, add comments, or create review tasks. Viewing CDA Documents The CDA Viewer enables you to view CDA documents in a human readable format. The Viewer also enables you to filter, reorder, or validate CDA documents. Enable Practice Filters How to create filters at the practice level. Configure Default View How to configure the initial view (Custom View or Full View) for the CDA Viewer. Accessing the CDA Viewer You can open the CDA Viewer from several contexts, including NextGen® Enterprise EHR, Data Share Module, Medical Summary Utility, Clinical Reconciliation Module, or NextGen® Clinical Message Manager. View Tabs The CDA Viewer provides Custom View and Full View tabs. Viewing CDA Documents in Custom View You can view many of the most critical Clinical Document Architecture (CDA) sections in the Custom View tab of CDA Viewer. Viewing CDA Documents in

Send a C-CDA Document as a Task from CDA Viewer

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