Task Creator Actions

NextGen® Enterprise EHR Help

Task Recipient Actions

You can perform following actions: Accept, reject, reply to, reassign, complete, remove, or restore a task. Respond to a PAQ action task. Attach a NextGen Document Management image to a task. Open a patient's chart or the Orders module from the task list. Accept, reject, approve, or deny Electronic Prescribing (eRx) refill requests and resolve unmatched requests. Accept and manage action required or approved Electronic Prior Authorization (ePA) tasks. Receive notifications for completed orders and Carequality/Surescripts patient information requests. Accept a Task Procedure to accept a task by task recipients. Reject a Task Procedure to reject a task by task recipients. Reply to Tasks Procedure to reply a task by task recipients. Reassign a Task Procedure to reassign incomplete or rejected tasks. Complete a Task Procedure to complete a task in clinical tasking. Open a Patient's Chart from the Task List Procedure to open a patient's chart from the task list. Open the Orders Module from

NextGen® Enterprise EHR Help

Task Creator Actions

You can create NextGen® Enterprise EHR or NextGen® Enterprise PM tasks. After you send a task, you can view the responses and reassign rejected or incomplete tasks. You can update tasks or remove completed tasks you have created. Create a NextGen Enterprise EHR Task Procedure to create NextGen® Enterprise EHR task in workgroup. Create a NextGen Enterprise PM Task Procedure to create NextGen® Enterprise PM task in workgroup. Update a Task Procedure to update a NextGen® Enterprise EHR or NextGen® Enterprise PM tasks. Viewing Task Status Responses Viewing the status and responses of the tasks which has sent. Permanently Remove a Task Procedure to remove a task permanently from the task list. Parent topic: Clinical Tasking

NextGen® Enterprise EHR Help

Update a Task

If a task is not accepted or completed by its recipients, you can update a task you created. Select a task you have created. Select Update in the toolbar. The task details opens. Change any of the items following the instructions under Create a NextGen® Enterprise EHR Task or Create a NextGen® Enterprise PM Task. Do one of the following: To cancel the changes, select Undo Changes. To save your changes, select Commit Changes. Your changes are saved and updated for the recipients of the task. Parent topic: Task Creator Actions

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

Help Guide for NextGen® Enterprise PM 8

Creating Tasks for NextGen® Enterprise

You can generate tasks to be sent to users in NextGen® Enterprise from within NextGen® Enterprise PM in the following areas: Patient Chart > Encounters tab: Right-click an encounter and select EHR Tasks from the menu. Patient Chart > Clinical History/Notes tab > Tasks topic: Right-click and select New EHR Tasks from the menu. Encounter Lookup: Right-click an encounter and select EHR Tasks from the menu. Tasks menu > Create EHR Task After the new task is sent to NextGen® Enterprise, it no longer displays in NextGen® Enterprise PM. The tasks can be viewed only within NextGen® Enterprise. Parent topic: Creating Tasks

NextGen® Enterprise EHR Help

Update a Task

If a task is not accepted or completed by its recipients, you can update a task you created. Select a task you have created. Select Update in the toolbar. The task details opens. Change any of the items following the instructions under Create a NextGen Enterprise EHR Task or Create a NextGen Enterprise PM Task. Do one of the following: To cancel the changes, select Undo Changes. To save your changes, select Commit Changes. Your changes are saved and updated for the recipients of the task. Parent topic: Task Creator Actions

Task Creator Actions

Recommendations

Task Recipient Actions

Task Creator Actions

Update a Task

Create a NextGen® Enterprise EHR Task

Creating Tasks for NextGen® Enterprise

Update a Task

Task Creator Actions

Task Recipient Actions

Task Creator Actions

Update a Task

Create a NextGen® Enterprise EHR Task

Creating Tasks for NextGen® Enterprise

Update a Task