Update a Task

NextGen® Enterprise EHR Help

Create a NextGen® Enterprise PM Task

You can create a task for NextGen® Enterprise PM related to a chart, user, or encounter. You can send the task to one or more selected users or workgroups. Recipients can view tasks assigned to them from the Worklog Manager window in NextGen® Enterprise PM. For more information, go to NextGen Healthcare Success Community, and download the latest Practice Workflow User Guide forNextGen®Enterprise PM. From the New list on the Clinical Tasking tab toolbar, select PM Task. The New PM Task window opens, showing the default source and task types, today as the default due date,and Normal as the priority level. From the Source Type list, select Chart (default), Encounter, or User. If you select Encounter, you must also select a patient and attach an encounter. The default task type for the selected source type is automatically filled in. The Chart source type has two task type options. To change the task type for the Chart source type, from the Task Type list, select Chart Misc (default) or EP

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

Task Creator Actions

You can create NextGen® Enterprise EHR or NextGen® Enterprise PM tasks. After you send a task, you can view the responses and reassign rejected or incomplete tasks. You can update tasks or remove completed tasks you have created. Create a NextGen Enterprise EHR Task Procedure to create NextGen® Enterprise EHR task in workgroup. Create a NextGen Enterprise PM Task Procedure to create NextGen® Enterprise PM task in workgroup. Update a Task Procedure to update a NextGen® Enterprise EHR or NextGen® Enterprise PM tasks. Viewing Task Status Responses Viewing the status and responses of the tasks which has sent. Permanently Remove a Task Procedure to remove a task permanently from the task list. Parent topic: Clinical Tasking

Help Guide for NextGen® Enterprise PM 8

Creating Tasks for NextGen® Enterprise

You can generate tasks to be sent to users in NextGen® Enterprise from within NextGen® Enterprise PM in the following areas: Patient Chart > Encounters tab: Right-click an encounter and select EHR Tasks from the menu. Patient Chart > Clinical History/Notes tab > Tasks topic: Right-click and select New EHR Tasks from the menu. Encounter Lookup: Right-click an encounter and select EHR Tasks from the menu. Tasks menu > Create EHR Task After the new task is sent to NextGen® Enterprise, it no longer displays in NextGen® Enterprise PM. The tasks can be viewed only within NextGen® Enterprise. Parent topic: Creating Tasks

NextGen® Therapy Suite Help 30.3.13.0

Update a Task

You can update a task. Select the task from the main grid. The task information enters the fields below the grid. Make any of the following updates as needed: Select the Description field to type additional or new information that you want to have appear in the Inbox task. Select a Due Date option. Select a Priority option. Select an Attach Item option. Current template – Choose this button if you want the task to attach the template associated with the selected task. Template […] - Choose this button and select a template from the field if you want the task to attach a template other than the one associated with the selected task. Select Add/Update to save changes. Note: All existing tasks are hard coded with triggers to enable automatic tasking. If you select the Show in EHR checkbox for a given task, the task will be available in the tasking template throughout NextGen® Enterprise EHR for manual tasking. Parent topic: Tasks Panel

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

Update a Task

Recommendations

Create a NextGen® Enterprise PM Task

Create a NextGen® Enterprise EHR Task

Task Creator Actions

Creating Tasks for NextGen® Enterprise

Update a Task

Send Tasks

Create a NextGen® Enterprise PM Task

Create a NextGen® Enterprise EHR Task

Task Creator Actions

Creating Tasks for NextGen® Enterprise

Update a Task

Send Tasks