Set Up Auto Release Practice Preferences

NextGen® Enterprise EHR Help

Set Up Auto Release

To enable Auto Release function in NextGen® Enterprise EHR, you must perform the following steps: Set up the Auto Release practice preferences in File Maintenance. Note: If your practice does not intend to use Auto Release, you can indicate that in the Auto Release Opt-out practice preference and stop at this step. In System Administrator > Operations > Orders > Allow Interface Send, enable Send Orders to Interface. In System Administrator > Operations, enable Allow access to Auto Release application. To set up the time the Future or Recurring orders are to be auto released before the scheduled date, access the NextGen® Enterprise EHR Orders Auto Release utility (file name: NextGen.EMR.Lab.AutoRelease.exe). and set up the actual time the Future and Recurring orders the selected practice. For more efficient processing, your practice could set up the automatic release of orders at 12:15 a.m. Note: During the installation, the system places or updates the NextGen EHR Orders Auto Release u

NextGen® Enterprise EHR Help

Auto Release Practice Preferences

You can set up Future and Recurring Orders to be released according to specific time frames and schedules. These Auto Release practice preferences enable the system to automatically release the orders according to the parameters you set up. The Auto Release function is optional. You can set up the following practice preferences: Identify the NextGen® Enterprise task group to be notified when an auto release operation completes for the practice. "Opt-in" or "Opt-out" of using the Auto Release function. Set up when Future or Recurring orders schedules expire. Note: The default is 15 months. However, you can change the preference default. The number of days that the system automatically releases the Recurring and Future orders before the scheduled due date. Set Up Auto Release Set Up Auto Release Practice Preferences Parent topic: Medical Necessity and Orders Practice Preferences Setup

NextGen® Enterprise EHR Help

Set up the Orders Auto Release Utility

To set up the Auto Release criteria for your practice, on the Auto Release Form window, select the Plus + sign. The Details window opens. For the Instance Name, enter your practice's user-defined name. For the Process Time, enter the time the system releases the future and recurring orders. The system releases the future and recurring orders based on the due date selected when the order was created in the Orders module, and according to the number of days specified in File Maintenance Auto Release Orders Due In practice preference. For example, if you set up 3 days in the Auto Release Orders Due In field, the system releases the order 3 days before the scheduled due date. In the Practices section, select the practices for this Instance. Select Add. The Auto Release Form window displays the added instance (that is, the practice's user-defined name) and the process time. Select Activate Selected Instance. The Security Log On window opens. Enter your User ID, Password, and Domain associat

NextGen® Enterprise EHR Help

Setting Up and Working with Future and Recurring Orders

For Lab and Radiology order types, you can set up schedules for future and recurring orders, as follows: Set schedules for recurring and future orders when creating a new lab or radiology order. Quickly display the recurring and future orders schedule from the Orders Summary tab for review. Reschedule recurring and future order from the Orders Summary tab. Note: You can also reschedule recurring and future orders from the Orders Management order control on a custom practice template for multiple patients in a practice. Update the due date for test results. Note: You can track and update the Expect Results date for future and recurring orders. If your practice has set up the Auto Release function in File Maintenance, you can use this function to "mark" future and recurring orders for automatic release. This function enables you to do the following: Select the future and recurring orders to be released automatically according to scheduled dates. Select the task groups to be notified for

NextGen® Enterprise EHR Help

Mark Future and Recurring Orders for Auto Release Using the Orders Management Order Control in a Custom Practice Template

Using an Orders Management Control order control in a custom practice template, you can mark future and recurring orders to be automatically released for one patient or multiple patients for a practice. Open your custom practice template with an Orders Management order control. To mark an order for Auto Release for one patient, from the Orders Management Control practice template top toolbar, select the appropriate patient, right-click the order and select Auto Release. To mark orders for Auto Release for multiple patients, select the appropriate patients, right-click the orders and select Auto Release. Note: You can change a patient's Auto Release status (that is, "mark" as Yes or No) by selecting Auto Release. This overrides the current Auto Release status, even if it was defaulted when the Future or Recurring order was selected for processing. If you select multiple patients, the Auto Release window displays the selected orders that were successfully released and those that failed.

NextGen® Enterprise EHR Help

Process or Release a Future or Recurring Order

On the Orders Summary tab, select a future or recurring order. Select the Scheduled filter. To release an order, select Release and the appropriate option from the Release list. For example, to release and print the order, select Release and then select Print from the list. To mark an order for Auto Release, do one of the following: From the Orders Summary tab, right-click the order and select Auto Release. Select the order and select Auto Release from the Order Summary tool bar. Note: You can change a patient's Auto Release status (to Yes or No) by selecting Auto Release. This selection overrides the current Auto Release status, even if was not defaulted when the future or recurring order was selected for processing. The system updates the Auto Release indicator to Yes. For example, a patient needs to come in at a later date. Therefore, you must update the future order for the patient's Urine Culture to be auto released on the new date. When a recurring order is released, the system c

Set Up Auto Release Practice Preferences

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Set Up Auto Release

Auto Release Practice Preferences

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Mark Future and Recurring Orders for Auto Release Using the Orders Management Order Control in a Custom Practice Template

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Set Up Auto Release

Auto Release Practice Preferences

Set up the Orders Auto Release Utility

Setting Up and Working with Future and Recurring Orders

Mark Future and Recurring Orders for Auto Release Using the Orders Management Order Control in a Custom Practice Template

Process or Release a Future or Recurring Order