Manage Signees

NextGen® Enterprise EHR Help

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

NextGen® Enterprise EHR Help

Manage Signees

You can create or revise a list of signees for a document from the Manage Signees window. If you access the Manage Signees window by selecting Add/Remove Signee(s) after you select an action set from the Provider Approval Queue (PAQ), the providers in that action set appear in the Selected pane. To search for a provider, enter the name in the (Provider Search) box in the Available section. You can enter the first few letters of any part of the name to display names that match your search criteria. In the Available pane, select the name of each provider who should sign off the document, and then select Add. The added providers appear in the Selected pane. To remove a provider from the Selected list, select the provider's name, and then select Remove. The name moves back to the Available pane. To add another provider to the Selected list, repeat step 2. When your list of selected signees is complete, select Save. Parent topic: Initiate Multi-user Signoff on a Pending PAQ Document

NextGen® Enterprise EHR Help

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

NextGen® Enterprise EHR Help

Sign off Existing Documents and Return It to Existing Signees

You can sign off a rejected document and send it back to the Provider Approval Queue (PAQ) Pending tab of the previous list of signees. For example, you may not need to change the document or signees if you can clarify the content of the document with the signee who rejected it. Access your PAQ Pending tab and open the document to sign off, following steps 1-3 in Initiate Multi-user Signoff on a Pending PAQ Document. Select Sign-off. If a multi-user signoff document becomes a single-user signoff document through regeneration while the PAQ is open, a message appears indicating that there has been a change to the document since it was last retrieved. Select OK to close the message window, and then select F5 on your keyboard to refresh the PAQ. Do one of the following: Sign off the regenerated document as a single user. The document is not sent to any other providers for signoff. Sign off the document with actions to initiate multi-user signoff. For a multi-user signoff document, a messag

NextGen® Enterprise EHR Help

Sign off Existing Documents and Return It to Existing Signees

You can sign off a rejected document and send it back to the Provider Approval Queue (PAQ) Pending tab of the previous list of signees. For example, you may not need to change the document or signees if you can clarify the content of the document with the signee who rejected it. Access your PAQ Pending tab and open the document to sign off, following steps 1-3 in Initiate Multi-user Signoff on a Pending PAQ Document. Select Sign-off. If a multi-user signoff document becomes a single-user signoff document through regeneration while the PAQ is open, a message appears indicating that there has been a change to the document since it was last retrieved. Select OK to close the message window, and then select F5 on your keyboard to refresh the PAQ. Do one of the following: Sign off the regenerated document as a single user. The document is not sent to any other providers for signoff. Sign off the document with actions to initiate multi-user signoff. For a multi-user signoff document, a messag

NextGen® Enterprise EHR Help

Reviewing a PAQ Document Rejected by a Signee

If a signee rejects a document you have sent, the document is returned to your Provider Approval Queue (PAQ) Pending tab. Depending on the reason for rejection and your review of the document, you can do the following: Sign off the existing document and return it to the existing signees Add or remove signees for the document, and restart the multi-user signoff process again. Note: You must be the encounter provider to add or remove signees for the document. Regenerate the document after correcting information in it, and restart the multi-user signoff process again with the same or different signees. Reject the document. Sign off Existing Documents and Return It to Existing Signees Change Signees for Documents and Restart Multi-user Signoff Revise and Regenerate the Document Reject the Document Parent topic: Performing Encounter Provider or Delegate Signoff Actions

Manage Signees

Recommendations

Initiate Multi-user Signoff on a Pending PAQ Document

Manage Signees

Initiate Multi-user Signoff on a Pending PAQ Document

Sign off Existing Documents and Return It to Existing Signees

Sign off Existing Documents and Return It to Existing Signees

Reviewing a PAQ Document Rejected by a Signee

Manage Signees

Initiate Multi-user Signoff on a Pending PAQ Document

Manage Signees

Initiate Multi-user Signoff on a Pending PAQ Document

Sign off Existing Documents and Return It to Existing Signees

Sign off Existing Documents and Return It to Existing Signees

Reviewing a PAQ Document Rejected by a Signee