Assign Tasks to Users and Work Groups

NextGen® Enterprise EHR Help

Assign Tasks to Users and Work Groups

You can create and assign a patient's clinical tasks to other users and work groups. For more information on clinical tasking, go to NextGen Healthcare Success Community and download the latest Workflow Module Guide forNextGen®Enterprise EHR. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Patient Information Card (PIC), select Profile Options and then select New Task from the list. The New EHR Task window opens. To add a recipient or work group, select Add corresponding to Assign to.The Select Task Recipients window opens, where you can select and add recipients or work groups for assigning the task. Enter the Subject and Description. Select Send Task.NextGen® Enterprise EHR sends the task to the selected recipient or work group. Parent topic: Using Layout and User Preferences

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Assign Tasks

Depending on the location and type of message or request, some selection options may not be available. For more information about working with tasks, go to NextGen Healthcare Success Community and download the latest Practice Workflow User Guide for NextGen® Enterprise EHR. Perform one of the following actions: Select a message from a mailbox in Patient Portal messages and select To Do. Right-click a Patient Portal message, and then select Send Task To. Open a message request or an online form, and then select Send Task. The New Task window opens. Select the required Date. Select the Priority. Optional: Update the Subject and Description. Select Assign To. The Select Task Recipients window opens. Select the check boxes next to each user and/or group receiving the task, and then select Add. Select OK. You are returned to the New Task window. Select Add to assign the task. Parent topic: Common Tasks for NextGen PxP Portal Messages

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Assign Tasks

Depending on the location and type of message or request, some selection options may not be available. For more information about working with tasks, go to NextGen Healthcare Success Community and download the latest Practice Workflow User Guide for NextGen® Enterprise EHR. Perform one of the following actions: Select a message from a mailbox in Patient Portal messages and select To Do. Right-click a Patient Portal message, and then select Send Task To. Open a message request or an online form, and then select Send Task. The New Task window opens. Select the required Date. Select the Priority. Optional: Update the Subject and Description. Select Assign To. The Select Task Recipients window opens. Select the check boxes next to each user and/or group receiving the task, and then select Add. Select OK. You are returned to the New Task window. Select Add to assign the task. Parent topic: Common Tasks for NextGen PxP Portal Messages See also Reply to Prescription Requests

NextGen® Enterprise EHR Help

Create an eRx Workgroup

In NextGen® Enterprise EHR, from the Main menu, select File > Workflow. The Work Flow window opens. Work Flow In the Tasks pane, select Add. For Task Class, select EHR. The New Task window opens. New Task Select Assign To. The Select Task Recipients window opens. Select Task Recipients Select New Group. TheNew Group window opens. New Group Enter the name and description of the group. Select the users to assign to this work group. Select Add. Select OK. Parent topic: eRx Workgroup

NextGen® Enterprise EHR Help

Create an eRx Workgroup

In NextGen® Enterprise EHR, from the Main menu, select File > Workflow. The Work Flow window opens. Work Flow In the Tasks pane, select Add. For Task Class, select EHR. The New Task window opens. New Task Select Assign To. The Select Task Recipients window opens. Select Task Recipients Select New Group. TheNew Group window opens. New Group Enter the name and description of the group. Select the users to assign to this work group. Select Add. Select OK. Parent topic: eRx Workgroup

NextGen® Mobile Help

Create and Send Clinical Tasks

Before you begin Ensure that you have the Tasks view turned on in NextGen® Mobile. On the Tasks view, you can create tasks and send them to one or more users or workgroups. You can view and respond to clinical tasks created by NextGen® Enterprise EHR users. The task list includes tasks that are sent directly to you and the tasks that are assigned to your task group. Open NextGen® Mobile.Hubopens. Select Tasks, and then in Tasks, select the new icon . To link the task with a patient, in New Task, select the patient image, and then from Patients, search for and select a patient.The patient's name is added to the task and the attach icon appears. To add an attachment, in New Task, select attach , and then in Select Document, select a document. Note: You can attach documents, images, scanned items, and lab orders associated with the patient. The document is attached to the task and an indicator appears on the attach icon . To select a recipient, select To, in Task Recipients, select a pati

Assign Tasks to Users and Work Groups

Recommendations

Assign Tasks to Users and Work Groups

Assign Tasks

Assign Tasks

Create an eRx Workgroup

Create an eRx Workgroup

Create and Send Clinical Tasks

Assign Tasks to Users and Work Groups

Assign Tasks to Users and Work Groups

Assign Tasks

Assign Tasks

Create an eRx Workgroup

Create an eRx Workgroup

Create and Send Clinical Tasks