Workflow Module Delegates

NextGen® Enterprise EHR Help

Clinical Tasking

A patient's Inclusion or Exclusion List may restrict your access to clinical tasks. If you are a workflow delegate for another user or provider, you may not be able to access the same patient tasks as that person. If you do not have access to a patient, the Restricted message appears under the Patient Name, Subject, and Description columns. For more information on Inclusion and Exclusion List viewing restrictions, go to the NextGen Healthcare Success Community, and download the following documents: System Administrator Guide forNextGen®Enterprise Patient Demographics Guide forNextGen®Enterprise Orders Module User Guide forNextGen®Enterprise EHR Assigning tasks to other users, as well as accepting, declining, or deleting tasks, requires different levels of user rights. Contact your system administrator for your user-specific rights and permissions. When you select the Clinical Tasking tab in the Workflow module, you can view your tasks, applicable appointments, and demographic informati

NextGen® Enterprise EHR Help

Appointments

The Appointments tab of the Workflow module provides access to the daily appointments of the patients for multiple providers in NextGen® Enterprise EHR. Appointments show for the selected date on the calendar. The calendar defaults to the current date. Hovering your mouse over a date on the calendar displays information about appointments scheduled for that day. Hovering your mouse over the Appointments button in the Demographics section enables you to view the list of the appointments for the selected patient or task. Appointment information includes the appointment time, room, patient name, subject, reason, status, provider or resource name, and wait time. You may select a specific view to view patient appointments by: Daily Multi-View Timeline Right-clicking an appointment provides the same options as the buttons displayed on the toolbar. You can either select an appointment and select the required button on the toolbar, or right-click an appointment and select a required option. Ap

NextGen® Enterprise EHR Help

Provider Approval Queue

To use the PAQ, you must enable it first and set up the provider assignment and relationship, required signoff items, and operations rights in the System Administrator application. As a provider or delegate, you can access the PAQ from the Workflow module. Note: A patient Inclusion or Exclusion List may restrict your access to PAQ items. If you are a workflow delegate for another user or provider, you may not be able to access the same PAQ items as that person. If you do not have access to a patient, the Restricted message appears under the Patient and Description columns. For more information on Inclusion and Exclusion List viewing restrictions, go to NextGen Healthcare Success Community, and download the following documents. System Administrator Guide forNextGen®Enterprise Patient Demographics Guide forNextGen®Enterprise Orders Module User Guide forNextGen®Enterprise EHR The number of items in the PAQ appears in parentheses on the Provider Approval Queue tab. An exclamation point ind

NextGen® Enterprise EHR Help

Assign Delegates as a Provider

You can assign delegates to act on your behalf on a daily basis or only when you are out of the office. Your delegates can sign off or reject PAQ items or sign off and also, complete your workflow and NextGen® PxP Portal tasks. From the Admin menu, select Work Flow Manager, and then Provider. The Work Flow Manager: Provider window opens. Your name appears as the provider. The In the Office status is selected by default. If you are not in the office, select Out of the Office. You can also set up a schedule for your out-of-the-office time. Delegate your PAQ tasks and your workflow tasks. Parent topic: Workflow Module Delegates

NextGen® Enterprise EHR Help

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

NextGen® Enterprise EHR Help

Assign Delegates as a User

You can assign delegates to act on your behalf on a daily basis or only when you are out of the office. Your assigned delegates can sign off and also, complete your workflow and NextGen® PxP Portal tasks. From the Admin menu, select Work Flow Manager and then User. The Work Flow Manager: User window opens. Your name appears as the user. The In the Office status is selected by default. If you are not in the office, select Out of the Office. You can also set up a schedule for your out-of-the-office time. Delegate your workflow tasks. Parent topic: Workflow Module Delegates

Workflow Module Delegates

Recommendations

Clinical Tasking

Appointments

Provider Approval Queue

Assign Delegates as a Provider

Workflow Module

Assign Delegates as a User

Clinical Tasking

Appointments

Provider Approval Queue

Assign Delegates as a Provider

Workflow Module

Assign Delegates as a User