Set up the Task Recipients by Practice

NextGen® Enterprise EHR Help

Set up Rights and Preferences for the Immunizations Module

Set up System Administration Rights and Permissions for Immunizations Set up Immunizations Universal Preferences Settings for Orders and Immunizations Set up System Administrator Rights for Applying Order Preferences Across Practices Set up Security Rights to Access Reconciliation Immunizations Data Set up System Administrator Rights for Signing Off Orders Set up System Administrator Task Recipients by Practice Verify the Reports Paths Set Up in the Universal Preferences. Restrict Users from Adding NDC IDs to the NDC Library when Administrating Immunizations Enable or Disable Vaccine Funding Source Codes Permissions For more information, go to NextGen Healthcare Success Community and download the latest System Administrator Guide for NextGen® Enterprise. Parent topic: Setting up Rights and Preferences for the Immunizations Module

NextGen® Enterprise EHR Help

Set up Rights for Applying Order Preferences Across Practices

In System Administrator, select the required user group. Open Rights tab. Expand OPERATIONS and then select Apply Order Preferences across Practices. Select Yes under Access Rights. Note: The Access Rights default is Yes. If you set the access rights to No, you cannot select all practices while copying order preferences across practices (such as required fields), setting up the Vaccine Inventory, or updating the Vaccine Schedule in File Maintenance. Select Save to save your changes. Parent topic: Setting up Rights and Preferences for the Immunizations Module

NextGen® Enterprise EHR Help

Set Up Universal Preferences for Task Recipients by Practice

When selecting users or groups to receive tasks when saving an order, you can set up the Task Recipients by Practice preference to display the recipients for the current practice a user is logged on to. Select System Administrator > View > Universal Preferences. Select Workflow. The Workflow preferences opens. Select the Task Recipients by Practice preference. To display users for a current practice when tasking in the NextGen® Enterprise EHR Orders module, set the Task Recipients by Practice value to True. Select OK to save the value. When a user saves an order using the Save & Task option, the list of users for the current practice displays. Parent topic: Setting Up Universal Preferences for the Orders Group and NextGen Clinical Message Manager

NextGen® Enterprise EHR Help

Setting up Rights and Preferences for the Immunizations Module

The System Administrator should work closely with the core team of the practice to ensure that appropriate rights, preferences, SAP® Crystal Reports®, other reports, and other tasks are set up for the user groups. The administrator needs to update the Setup when the business needs change for the practice. Some functions and preferences are same for the Immunizations module and the Orders module. Therefore, if you are using the Orders module, ensure that you set up the preferences for the Orders module before you set up the Immunizations module. For more information, go to NextGen Healthcare Success Community and download the latest Orders Module Setup Guide for NextGen® Enterprise EHR. Set up Rights and Preferences for the Immunizations Module Immunizations System Rights and Permissions Setting up Immunizations Universal Preferences Set up Rights for Applying Order Preferences Across Practices Set up the Security Rights to Access Clinical Reconciliation Immunizations Data Set up the Ta

NextGen® Ophthalmic Suite Help 2022.2

Send Tasks

You can set up tasks and send to any task recipients. Open NextGen® Enterprise EHR. Open the Checkout template. Expand the Today's Orders panel. Select the Task link.The To Do template opens. To Do template Enter the values for the following fields: Date Due Priority Subject Category Message Select Save & Close.The Attach window opens. Select an option, and select OK.The Select Task Recipients template opens. In the Available Users/Workgroups section, select one or more users for a practice. Select Add User.The selected user appears in the Task Recipients section. Select the priority for the task. Select OK. Parent topic: Managing Today's Orders

NextGen® Enterprise EHR Help

Select Task Recipients for New Task trigger

When you execute an Add New Task trigger, the Select Task Recipients window may open, enabling you to select one or more users or workgroups to assign the task to. The Available Users/Workgroups pane contains folders for Favorites, Workgroups, and All Users. Note: The display of task recipients can be practice-specific. For assistance with system settings, contact your system administrator. If you do not select a recipient for the task you are creating, the task is assigned to you. For more information on setting up workgroups and favorites, go to NextGen Healthcare Success Community and download the latest Workflow Module Guide for NextGen® Enterprise EHR. From the Priority list, select one of the following: High Normal Low (default) To assign the task to users under Favorites, do one of the following: To assign the task to all favorite users, select the Favorites folder, and then select Add . Expand the Favorites folder, and select each user to be assigned the task. Select Add. Your

Set up the Task Recipients by Practice

Recommendations

Set up Rights and Preferences for the Immunizations Module

Set up Rights for Applying Order Preferences Across Practices

Set Up Universal Preferences for Task Recipients by Practice

Setting up Rights and Preferences for the Immunizations Module

Send Tasks

Select Task Recipients for New Task trigger

Set up Rights and Preferences for the Immunizations Module

Set up Rights for Applying Order Preferences Across Practices

Set Up Universal Preferences for Task Recipients by Practice

Setting up Rights and Preferences for the Immunizations Module

Send Tasks

Select Task Recipients for New Task trigger