Sign off or Reject a Multi-user Document from PAQ

NextGen® Enterprise EHR Help

Sign off a Multi-user Document

You must be a provider to sign off the document from the Encounter History or Categories tab. If you are a delegate for a provider, you must sign off the document from the Provider Approval Queue (PAQ). You cannot reject a document you open from the Encounter History or Categories tab; you must reject it from the PAQ. If you need to revise the document that was sent to you for signoff, the best practice is to regenerate the document from the patient chart using the applicable template. If you edit the current document directly by entering free text, your changes are overwritten if another user regenerates the document. Regenerating the document disables multi-user signoff and removes the document from the PAQ of all signees. The document is returned as a single-user signoff document to the PAQ Pending tab of the encounter provider for review. The encounter provider may initiate multi-user signoff for the regenerated document. Log on to NextGen® Enterprise EHR as a PAQ-enabled provider.

NextGen® Enterprise EHR Help

Initiate Multi-user Signoff on a Pending PAQ Document

Do one of the following: Log on to NextGen® Enterprise EHR as a Provider Approval Queue (PAQ)-enabled provider. If you are a provider's delegate, do the following: Log on with your own credentials. In the provider list at the top of the NextGen® Enterprise EHR main window, select the PAQ-enabled provider you represent. Open the PAQ Pending tab in NextGen® Enterprise EHR. From the pending items list, locate and select the document to work on. The document window opens on the right. To send the document to previously selected signees in an action set, select the action set name from the Sign-off with Actions list at the bottom of the document window. The document is removed from the encounter provider's list of pending PAQ items and sent for signoff. If a multi-user signoff document becomes a single-user signoff document through regeneration while the PAQ is open, a message may appear indicating that the document has changed since its last retrieval. Select OK to close the message window

NextGen® Enterprise EHR Help

Signee or Delegate Signoff Actions

If you are the designated provider signee or the provider's delegate, you can review and sign off or reject a multi-user document from the Provider Approval Queue (PAQ). As a provider signee, you can also sign off the document from the Encounter History or Categories tab. Sign off or Reject a Multi-user Document from PAQ Sign off a Multi-user Document Parent topic: PAQ Document Signoff by Multiple Providers

NextGen® Enterprise EHR Help

Signoff Patient Document

In NextGen® Enterprise EHR you can sign off (accept) each patient document. If the Provider Approval Queue (PAQ) is enabled, you can sign off the document either in the PAQ or directly in the Documents module. When a document is accepted in one location, it is automatically listed as accepted in the other location. If the PAQ is not enabled, you can only sign off the documents in the Documents module. The Signoff Status Icons indicate the signoff status of the patient document in the Encounter History or Caretories tab. - Pending - Rejected - Accepted For more information on using the PAQ, go to NextGen Healthcare Success Community, and download the latest Workflow Module Guide for NextGen® Enterprise EHR. Generate a patient document. Make any required changes. You can enter the information directly into the document and use the standard formatting toolbar options. Select File and select Save. Select the accept icon on the Document bar of the viewer. A message appears, stating that the

NextGen® Enterprise EHR Help

PAQ Document Signoff by Multiple Providers

Multiple providers on a patient care team can sign off the same document sent by the encounter provider to each designated signee's Provider Approval Queue (PAQ) Pending PAQ tab in the Workflow module. Only the encounter provider or the provider's delegate can initiate multi-user signoff and select additional signees. The multi-user signoff document is read only and remains in Pending status until all the designated signees or their delegates have signed it. If a document is rejected or regenerated by any signee, all existing signatures are erased, and the document is returned to the Pending PAQ of the encounter provider for review and further action. The encounter provider can restart multi-user signoff for the document and select the previous or new signees. Note: At this time, multi-user signoff is only available for PAQ documents. For more information on the following features, go to NextGen Healthcare Success Community, and download these documents: PAQ - Workflow Module Guide for

NextGen® Enterprise EHR Help

Sign off PAQ Items with Actions

When you sign off a pending PAQ item, you can also execute saved actions or create new actions. You can save the actions for future use. Open NextGen® Enterprise EHR. Open the Workflow module. Select the Provider Approval Queue tab. In the Pending tab, select an item from the list. In the Items list, you can select or deselect all the items together using Select All check box. If you make a selection in either Pending or Rejected tab, the selection is saved for the other tab. You have to make separate selection for History tab. A preview of the item appears in the viewing pane. Information about the selected item appears beneath the list of items in the left pane. To display lab results in a different view, select one of the following beneath the results: Formatted Results Grid results Documents, images, or URLs To view the item in full on your screen, select Full Screen in the Workflow toolbar. Add any comments for the selected item. To activate a saved action, do one of the following

Sign off or Reject a Multi-user Document from PAQ

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