Select Task Recipients for New Task trigger

NextGen® Enterprise EHR Help

Select Task Recipients for New Task trigger

When you execute an Add New Task trigger, the Select Task Recipients window may open, enabling you to select one or more users or workgroups to assign the task to. The Available Users/Workgroups pane contains folders for Favorites, Workgroups, and All Users. Note: The display of task recipients can be practice-specific. For assistance with system settings, contact your system administrator. If you do not select a recipient for the task you are creating, the task is assigned to you. For more information on setting up workgroups and favorites, go to NextGen Healthcare Success Community and download the latest Workflow Module Guide for NextGen® Enterprise EHR. From the Priority list, select one of the following: High Normal Low (default) To assign the task to users under Favorites, do one of the following: To assign the task to all favorite users, select the Favorites folder, and then select Add . Expand the Favorites folder, and select each user to be assigned the task. Select Add. Your

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 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® 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

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 for NextGen® 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® 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

Select Task Recipients for New Task trigger

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