Workflow Module Layout and Features

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

NextGen® PxP Portal

NextGen® PxP Portal NextGen® PxP Portal The NextGen® PxP Portal messages window opens in the Patient Portal tab in the Workflow module. Note: The Patient Portal tab does not appear if the NextGen® PxP Portal license has expired. This window provides the following message categories to manage correspondence of patients enrolled in NextGen® PxP Portal. Communications. Enables you to view, send, draft (save unsent messages), and respond to patient's messages. Prescriptions. Enables you to view and respond to patient's prescription requests. Appointments. Enables you to view and respond to patient's appointment requests. Online Forms. Enables you to review and import patient's completed online forms. You can also add these items to a patient’s chart. To view all communication sent and received through NextGen® PxP Portal in one view for the selected patient, you can select the Patient-Specific toggle. The count of unread or unsent messages in the Communications, Prescriptions, and Appointm

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

Access the Workflow Module

You can access the Workflow module in NextGen® Enterprise EHR. Access NextGen® Enterprise EHR. Perform one of the following: On the NextGen® Enterprise EHR top toolbar, select either the Inbox or PAQ icon. Note: Accessing the Workflow module from the PAQ icon always displays the PAQ tab, regardless of which tab was opened last. From the NextGen® Enterprise EHR File menu, select Work Flow. Select Alt + F3 on your keyboard. The Workflow window opens. Parent topic: Workflow Module Layout and Features

NextGen® Enterprise EHR Help

Spelling Checker

Spell Checker enables you to check and correct spelling errors while typing text in certain alphanumeric editable fields. To use this feature, right-click the potential spelling error. You can also use the Spelling window. The Spell Checker is available for the following tabs in the Workflow module. For more information about the spell checker feature, go to NextGen Healthcare Success Community, and download the latest Using Spelling Checker inNextGen®Enterprise EHR. Tab User Task Field Clinical Tasking New task Task Subject Task Description Update task Task Subject Task Description Refill request Note to Pharmacy Appointments New appointment Appointment Subject Update appointment Appointment Subject Provider Approval Queue (PAQ) Add/view comments Add Comments + To Do Task Subject Task Description Recall Recall Note Sign-off with actions Description 1 Description 2 Patient Portal + To Do Task Subject Task Description Compose portal message Subject Message body Compose - standard respon

NextGen® Enterprise EHR Help

Module Buttons and Lab Results Link

The tabs on the Workflow module include a set of buttons to view information for or open the Alerts, Allergies, Problems, Diagnoses, Medications, and Appointments modules. The Lab Result link enables you to view lab or radiology test results if they are available for the patient and you have access rights to the Orders module. If there are no test results, the link label displays in black and cannot be selected. The module buttons may appear in a vertical or horizontal format based on the tab selected. The button labels are automatically abbreviated at lower screen resolutions or when you resize the main NextGen® Enterprise EHR window to less than full size. The buttons display the number of items or a question mark for unknown. Hovering over a button with a number displays the corresponding list of items. You can select a button to open the respective module. For more information on each button and the Lab Results link, go to NextGen Healthcare Success Community, and download the late

Workflow Module Layout and Features

Recommendations

Appointments

NextGen® PxP Portal

Workflow Module

Access the Workflow Module

Spelling Checker

Module Buttons and Lab Results Link

Appointments

NextGen® PxP Portal

Workflow Module

Access the Workflow Module

Spelling Checker

Module Buttons and Lab Results Link