Workflow Module Tabs and Sections

Section	Description
Navigation tabs	Tabs appear at the top of the window to access Clinical Tasking, Appointments, Email, Patient Portal, Provider Approval Queue, and Message Manager View. Some tabs may not appear if the function has not been enabled or configured. An exclamation point indicates that there is new content in the tab. Note: The current tab opens automatically when you access the Workflow module next time.
Preview pane	Displays the details for each workflow item.
Appointments	Displays information about the present day appointments for the selected provider.
Workflow item details	Content in this section is dependent on the workflow item you have selected.
Toolbar	Contains functions, dependent on the tab and item you have selected.
Patient Demographics	Displays the patient's name, sex, date of birth, address, height and weight, contact information, and photo.
Module buttons and Lab Results link	Displays the following: Name of any attached template. NextGen PxP Portal Enrollment Status Icon. Buttons to access clinical module data. Link to lab results. a date and time stamp. Note: If you select an eRx task, provider and pharmacy information also displayed.

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

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

Workflow Module Layout and Features

The Workflow module for NextGen® Enterprise EHR connects you to your tasks, PAQ, appointments, message manager view, email, and NextGen® PxP Portal messages on one multi-functional window. Workflow module layout and features describes to access Workflow module and the module window tabs and sections, toolbar, icons, hot keys, and spell checker. Access the Workflow Module Procedure to access the Workflow module. Workflow Toolbar Workflow Icons Description for the Workflow icons. Workflow Hot Keys Description for the Workflow hot keys for easy tab switching. Spelling Checker Spelling checker in the Workflow module provides the capability to check and correct the spellings. Workflow Module Tabs and Sections Explains the tabs and sections in the Workflow module. NextGen PxP Portal Enrollment Status Icon The icon indicates the status of the patient's enrollment in NextGen® PxP Portal. Module Buttons and Lab Results Link Description for the Module buttons and Lab results link. Daily 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

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

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

Workflow Module Tabs and Sections

Recommendations

Module Buttons and Lab Results Link

Access the Workflow Module

Workflow Module Layout and Features

Workflow Module

NextGen® PxP Portal

Clinical Tasking

Module Buttons and Lab Results Link

Access the Workflow Module

Workflow Module Layout and Features

Workflow Module

NextGen® PxP Portal

Clinical Tasking