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:
- From the Sign-off with Actions list, select an action.
- Select Sign-off with Actions.
An Action panel opens on the left with the action set.
- From the Action Set list, select an action.
The action for the selected item is executed.
Note: You can select the PAQ actions from the
Action Set list only if you have saved the actions previously.
If you have set a custom rule, the PAQ actions are pre-selected. However, you can change action selections, and these changes override the custom rule.
- To select new actions, do the following:
- Select Sign-off with Actions in the Workflow toolbar.
- From the Action panel, select the check box for each PAQ action to perform.
- If you select Task 1, Task 2, Launch Document, Launch Image, or Launch Template, enter the required information for each selected action.
If the patient is not enrolled in NextGen® PxP Portal, Send to Patient Portal is disabled.
The
Add Additional Signees check box appears for multi-user signoff on
NextGen® Enterprise EHR documents. For more information, go to the
NextGen Healthcare Success Community, and download the latest
Multi-user Document Signoff Guide forNextGen®Enterprise EHR.
- To save, select one of the following in the Action panel toolbar:
- Save Actions
- Save & Run Actions
Saves the actions for future use and then performs the actions.
- Run Actions
Performs the selected actions but does not save them.
- Cancel
Clears all your selections and returns to the Pending items section.
