Workflow Module

The Workflow module provides the functionality for:

• Clinical tasking
  • Set up clinical tasking preferences.
  • View, accept, decline, reject, complete, create, update, reply to, assign or reassign, remove or restore tasks.
  • Respond to refill requests that ePrescribing (eRX) generates.
  • Accept and manage electronic prior authorizations (ePAs).
  • Set up workflow delegates and out-of-the-office status.
• Provider Approval Queue (PAQ)
  • Set up PAQ preferences and custom rules.
  • Accept, sign off, reject, reassign, or task PAQ items.
  • Send documents to NextGen® PxP Portal.
  • Link NextGen® Document Management images to an open order.
  • Add a patient to a recall list.
• Appointments
  • Set up appointment viewing preferences.
  • View patient appointments for multiple providers and resources that were scheduled through NextGen® Enterprise PM.
  • Create appointments in NextGen® Enterprise EHR if you have View by Provider display setting enabled.
  • Update, cancel, or remove appointments created in NextGen® Enterprise EHR.
  • Check patient appointments for the current day.
  • Check prescription eligibility for patients with current day appointments.
• Email
  • Read, save, and send emails for configured emails.
• NextGen® PxP Portal
  • View the message categories in the Patient Portal tab and manage correspondence of patients enrolled in NextGen® PxP Portal.
  Note: The Patient Portal tab does not appear if the NextGen® PxP Portal license has expired.
• Message Manager View
  • View statistics, transaction history, and details for messages in NextGen® Clinical Message Manager.