Delegate PAQ Tasks

NextGen® Enterprise EHR Help

Delegate Workflow Tasks

If you are an administrator, provider, or user, you can assign delegates for workflow and NextGen® PxP Portal tasks. On the Work Flow Manager: Provider or Work Flow Manager: Administrator window, select the Work Flow tab. On the Work Flow Manager: User window, the Work Flow tab is the only tab and is in view by default. The tab displays the names of any existing delegates. Check boxes show if a delegate has access to either or both workflow tasks and the NextGen® PxP Portal. To add a delegate, do the following: Select the delegate from the Providers tab or Users tab in the Delegates section. Note: You cannnot select providers with a grayed out icon as they do not have a relationship status. To give delegate daily access to the selected provider's or user's workflow tasks, while the person is in or out of the office, select Add>> for the Use Always section. Note: If you are an administrator modifying delegates for a deactivated user or provider, only the Use Always section is available.

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

Delegate PAQ Tasks

If you are an administrator or provider, you can assign delegates to sign off the following PAQ items: Documents, NextGen® Enterprise EHR Images, Template Notes, DM Images, Orders, Reports, and HIE Documents. The Provider Approval Queue tab opens by default when you access the Work Flow Manager: Provider or Work Flow Manager: Administrator window. If the Provider Approval Queue tab is not in view on the Work Flow Manager: Provider or Work Flow Manager: Administrator window, select to open it. The tab displays the names of any existing delegates. Check boxes show which PAQ item types a delegate is assigned to. To add a delegate, do the following Select the delegate from the Providers tab or Users tab in the Delegates section. Note: You cannot select providers with a grayed out icon select. To give the delegate daily access to the selected provider's PAQ items while the provider is in or out of the office, select Add for the Use Always section. Note: If you are an administrator modifying

NextGen® Enterprise EHR Help

Workflow Module Delegates

The Workflow module enables you to manage workflow delegates and out-of-the-office statuses as a user, provider, or administrator. If you are set up as the workflow delegate for someone, you can view and work on tasks assigned to that person. To access those tasks, you can log on with your own credentials, open your inbox, and then select the person you are delegated to from the provider list. You can choose to be notified when the provider or user you are the delegate for is out of the office. Note: A patient Inclusion or Exclusion list may restrict your access to tasks in the Workflow module. If you are a workflow delegate for another user or provider, you may not be able to access the same patient's tasks as that person. If you do not have access to a patient, a Restricted message appears, and the patient's name is not displayed. For more information on Inclusion and Exclusion List viewing restrictions, go to the NextGen Healthcare Success Community, and download the following docum

NextGen® Enterprise EHR Help

Delegate Workflow Tasks

If you are an administrator, provider, or user, you can assign delegates for workflow and NextGen® PxP Portal tasks. On the Work Flow Manager: Provider or Work Flow Manager: Administrator window, select the Work Flow tab. On the Work Flow Manager: User window, the Work Flow tab is the only tab and is in view by default. The tab displays the names of any existing delegates. Check boxes show if a delegate has access to either or both workflow tasks and the NextGen® PxP Portal. To add a delegate, do the following: Select the delegate from the Providers tab or Users tab in the Delegates section. Note: You cannnot select providers with a grayed out icon as they do not have a relationship status. To give delegate daily access to the selected provider's or user's workflow tasks, while the person is in or out of the office, select Add>> for the Use Always section. Note: If you are an administrator modifying delegates for a deactivated user or provider, only the Use Always section is available.

NextGen® Enterprise EHR Help

Modify Delegates for Deactivated Users or Providers

When a user or provider is deactivated in System Administrator, delegates are assigned to handle PAQ items and workflow tasks that are pending at the time of deactivation or can come later. For more information on how delegates are assigned for deactivated users in System Administrator, go to NextGen Healthcare Success Community, and download the latest Reassigning Pending PAQ Items and Tasks for Deactivated Users in NextGen® Enterprise. After the delegate assignments are made during the deactivation process in System Administrator, you can modify them in the Workflow module. From the Admin menu, select Work Flow Manager, and then Administrator. The initial Work Flow Manager: Administrator window opens. This window contains tabs for Providers, Users and their office status. The Providers tab opens by default. To display only providers or users with a status of Deactivated, select the Show Deactivated check box. To assign a delegate for a deactivated provider, select the Providers tab,

Delegate PAQ Tasks

Recommendations

Delegate Workflow Tasks

Assign Delegates as a Provider

Delegate PAQ Tasks

Workflow Module Delegates

Delegate Workflow Tasks

Modify Delegates for Deactivated Users or Providers

Delegate PAQ Tasks

Delegate Workflow Tasks

Assign Delegates as a Provider

Delegate PAQ Tasks

Workflow Module Delegates

Delegate Workflow Tasks

Modify Delegates for Deactivated Users or Providers