Initiate Multi-user Signoff on a Pending PAQ Document

Do one of the following:
- Log on to NextGen® Enterprise EHR as a Provider Approval Queue (PAQ)-enabled provider.
- If you are a provider's delegate, do the following:
  - Log on with your own credentials.
  - In the provider list at the top of the NextGen® Enterprise EHR main window, select the PAQ-enabled provider you represent.
Open the PAQ Pending tab in NextGen® Enterprise EHR.
From the pending items list, locate and select the document to work on.
The document window opens on the right.
To send the document to previously selected signees in an action set, select the action set name from the Sign-off with Actions list at the bottom of the document window.
The document is removed from the encounter provider's list of pending PAQ items and sent for signoff.
- If a multi-user signoff document becomes a single-user signoff document through regeneration while the PAQ is open, a message may appear indicating that the document has changed since its last retrieval.
  - Select OK to close the message window, and then select F5 on your keyboard to refresh the PAQ.
  - To create a new set of signees, continue to step 6.
To modify an existing action set of signees, select Sign-off with Actions to display the actions panel.
1. Select the action set name from the Action Set list.
  The Add Additional Signee(s) check box is automatically selected, and the Add/Remove Signee(s) button appears.
2. Continue to step 7.
To create a new set of signees, select Sign-off with Actions to display the actions panel.
- Select the Add Additional Signee(s) check box.
  The Add/Remove Signee(s) button appears.
Select Add/Remove Signee(s).
The Manage Signees window opens.
Add or remove signees in the Manage Signees window.

Note: Before you assign another provider to sign off a patient document, consider whether that provider is restricted from viewing the patient’s information by an Inclusion or Exclusion list. For more information, go to NextGen Healthcare Success Community, and download the latest Patient Demographics Guide for NextGen® Enterprise.
To add comments to the document:
1. Select Add/View at the bottom right of the document window.
2. In the subsequent Add Comments window, enter your comments, and select Save.
  Your comments are added above any previous comments for the document.
To complete signing off the document and send it to the PAQ Pending tab of the selected signees, do one of the following:
- To save an action set for multi-user signoff, select Save & Run Actions.
- To send the document for signoff without saving an action set, select Run Actions.
  Note: If you selected Sign off with Actions on a document that you are not the encounter provider for, a message appears, and additional signers are not created.
  
  The document is removed from the PAQ Pending tab for the provider selected from the provider list. An electronic signature is added to the document for the encounter provider or the delegate on behalf of the encounter provider. You can display a record of the document signoff event in the PAQ History tab of the encounter provider.
  
  You can check the progress of the signoff by opening the document from the Encounter History tab of the patient chart.

Do one of the following:
- Log on to NextGen® Enterprise EHR as a Provider Approval Queue (PAQ)-enabled provider.
- If you are a provider's delegate, do the following:
  - Log on with your own credentials.
  - In the provider list at the top of the NextGen® Enterprise EHR main window, select the PAQ-enabled provider you represent.
Open the PAQ Pending tab in NextGen® Enterprise EHR.
From the pending items list, locate and select the document to work on.
The document window opens on the right.
To send the document to previously selected signees in an action set, select the action set name from the Sign-off with Actions list at the bottom of the document window.
The document is removed from the encounter provider's list of pending PAQ items and sent for signoff.
- If a multi-user signoff document becomes a single-user signoff document through regeneration while the PAQ is open, a message may appear indicating that the document has changed since its last retrieval.
  - Select OK to close the message window, and then select F5 on your keyboard to refresh the PAQ.
  - To create a new set of signees, continue to step 6.
To modify an existing action set of signees, select Sign-off with Actions to display the actions panel.
1. Select the action set name from the Action Set list.
  The Add Additional Signee(s) check box is automatically selected, and the Add/Remove Signee(s) button appears.
2. Continue to step 7.
To create a new set of signees, select Sign-off with Actions to display the actions panel.
- Select the Add Additional Signee(s) check box.
  The Add/Remove Signee(s) button appears.
Select Add/Remove Signee(s).
The Manage Signees window opens.
Add or remove signees in the Manage Signees window.

Note: Before you assign another provider to sign off a patient document, consider whether that provider is restricted from viewing the patient’s information by an Inclusion or Exclusion list. For more information, go to NextGen Healthcare Success Community, and download the latest Patient Demographics Guide for NextGen® Enterprise.
To add comments to the document:
1. Select Add/View at the bottom right of the document window.
2. In the subsequent Add Comments window, enter your comments, and select Save.
  Your comments are added above any previous comments for the document.
To complete signing off the document and send it to the PAQ Pending tab of the selected signees, do one of the following:
- To save an action set for multi-user signoff, select Save & Run Actions.
- To send the document for signoff without saving an action set, select Run Actions.
  Note: If you selected Sign off with Actions on a document that you are not the encounter provider for, a message appears, and additional signers are not created.
  
  The document is removed from the PAQ Pending tab for the provider selected from the provider list. An electronic signature is added to the document for the encounter provider or the delegate on behalf of the encounter provider. You can display a record of the document signoff event in the PAQ History tab of the encounter provider.
  
  You can check the progress of the signoff by opening the document from the Encounter History tab of the patient chart.

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