Create a NextGen® Enterprise PM Task

NextGen® Enterprise EHR Help

Create a NextGen® Enterprise EHR Task

You can create a NextGen® Enterprise EHR task and send it to one or more selected users or workgroups. You can associate the task with a specific patient and attach any of the following items to it: Template NextGen® Enterprise EHR document or image NextGen® Document Management image SAP® Crystal Report® Equipment report Patient Education document HIE document or document view From the New list on the Clinical Tasking tab toolbar, select EHR Task. A blank task template opens on the Workflow window. The template shows your name as the sender, today's date as the sent date, Pending as the status, today as the default due date, and Normal as the priority level. Enter the subject in the box at the top. To add the recipient, select To:. Note: If you leave To: blank while sending the task, a confirmation message appears to assign the task to yourself. The Select Task Recipients window opens. Under Available Users/Workgroups, select each user or workgroup to send the task to, and then select

NextGen® Enterprise EHR Help

Create a NextGen® Enterprise PM Task

You can create a task for NextGen® Enterprise PM related to a chart, user, or encounter. You can send the task to one or more selected users or workgroups. Recipients can view tasks assigned to them from the Worklog Manager window in NextGen® Enterprise PM. For more information, go to NextGen Healthcare Success Community, and download the latest Practice Workflow User Guide forNextGen®Enterprise PM. From the New list on the Clinical Tasking tab toolbar, select PM Task. The New PM Task window opens, showing the default source and task types, today as the default due date,and Normal as the priority level. From the Source Type list, select Chart (default), Encounter, or User. If you select Encounter, you must also select a patient and attach an encounter. The default task type for the selected source type is automatically filled in. The Chart source type has two task type options. To change the task type for the Chart source type, from the Task Type list, select Chart Misc (default) or EP

NextGen® Enterprise EHR Help

Create a NextGen® Enterprise EHR Task

You can create a NextGen® Enterprise EHR task and send it to one or more selected users or workgroups. You can associate the task with a specific patient and attach any of the following items to it: Template NextGen® Enterprise EHR document or image NextGen® Document Management image SAP® Crystal Report® Equipment report Patient Education document HIE document or document view From the New list on the Clinical Tasking tab toolbar, select EHR Task. A blank task template opens on the Workflow window. The template shows your name as the sender, today's date as the sent date, Pending as the status, today as the default due date, and Normal as the priority level. Enter the subject in the box at the top. To add the recipient, select To:. Note: If you leave To: blank while sending the task, a confirmation message appears to assign the task to yourself. The Select Task Recipients window opens. Under Available Users/Workgroups, select each user or workgroup to send the task to, and then select

NextGen® Enterprise EHR Help

Send NextGen® Enterprise PM Task

You can send NextGen® Enterprise PM task to the specific recipients. You can create NextGen® Enterprise PM task and send it to specific recipients. Note: In System Administrator, if Access Rights for Chart/Recalls/Tasking is set to No, then you cannot access Task on the NextGen Care® Population Management Hub toolbar. For more information about setting access permissions to Task in NextGen Care® Population Management Hub, go to NextGen Healthcare Success Community and download the latest System Administrator Guide forNextGen®Enterprise. In NextGen Care® Population Management Hub, do one of the following: From the Cohorts tab, run a report. From the My Lists tab, run a list. From the Appointment Book tab, filter the patients. The patient list appears in the patient grid. In the patient grid, select the check box next to the patient's name. From Task, select EPM Task. The New PM Task window opens. Select a source from the Source Type list, and then task from the Task Type list. Selecting

NextGen® Enterprise EHR Help

Send NextGen® Enterprise PM Task

You can send NextGen® Enterprise PM task to the specific recipients. You can create NextGen® Enterprise PM task and send it to specific recipients. Note: In System Administrator, if Access Rights for Chart/Recalls/Tasking is set to No, then you cannot access Task on the NextGen Care® Population Management Hub toolbar. For more information about setting access permissions to Task in NextGen Care® Population Management Hub, go to NextGen Healthcare Success Community and download the latest System Administrator Guide for NextGen® Enterprise. In NextGen Care® Population Management Hub, do one of the following: From the Cohorts tab, run a report. From the My Lists tab, run a list. From the Appointment Book tab, filter the patients. The patient list appears in the patient grid. In the patient grid, select the check box next to the patient's name. From Task, select EPM Task. The New PM Task window opens. Select a source from the Source Type list, and then task from the Task Type list. Selecti

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Create and Assign

You can update a task for a patient using To Do template. Open NextGen® Enterprise EHR. Select the Care Guidelines link on any of the main template.The Care Guidelines Paged View template opens. In the Care Guidelines panel, select the Grid View link.The Care Guidelines grid view template opens. In the Recent Orders panel, select the Task link.The To Do template opens. The Date Due field displays the current system date. To change, select the Date Due field, and select date from the Calendar. The Priority field displays High by default. To change, select the Priority from the list. Select Subject from the list or enter text. Select Message and enter the text. Select Save & Close. To Do The Attach template opens. Select No attachment or the item to attach, and select OK. Attach The Select Task Recipients window opens. Select Task Recipients Do the following: To select the user to receive the task, select the recipient in the left side Available Users/workgroups list, and select the Add

Create a NextGen® Enterprise PM Task

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Create a NextGen® Enterprise EHR Task

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Create a NextGen® Enterprise EHR Task

Create a NextGen® Enterprise PM Task

Create a NextGen® Enterprise EHR Task

Send NextGen® Enterprise PM Task

Send NextGen® Enterprise PM Task

Create and Assign