Task Recipient Actions

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

ePA from the Workflow Module Inbox

When you set up Clinical Tasking for Electronic Prior Authorization (ePA), users receive tasks in their inbox that notify them of certain ePA status changes that they need to take action on. Tasks can be routed to a provider or to a workgroup depending on the setup. Having ePA tasks listed on the Clinical Tasking tab in Inbox helps prescribers and clinical staff monitor responses on prior authorization requests sent from NextGen® Enterprise EHR to the pharmacy benefits managers (PBMs). The responses can include status updates when a prior authorization request needs clinical questions answered or other prescriber input, as well as approvals and denials from the PBM. Having notifications sent to the inbox improves the efficiency of the ePA process by enabling you to manage some ePA actions without opening the Medications module each time you want to check an ePA status or take action. The ePA tasks have Action Required and Approved statuses. You can go directly from the task in the inbo

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

Accept a Task

You can just accept an assigned task, or in one step accept the task and complete it or also open the associated patient chart and module. If you accept a task that was sent to multiple recipients, only you and the person who originally assigned the task can view it in the Clinical Tasking tab. After you accept a task, you can update the task categories. You must complete a task when you finish it. In the task list, select a task assigned to you. The icon indicates a pending task. The task details open. Note: You cannot add or remove recipients from the To field in the task details. You can reassign the task recipients and set up workgroups. To just accept the task, do one of the following: Select Accept . Double-click the task. In Clinical tasking, if the Accept Task enabled, on Double click, the task is automatically accepted, and the patient chart is opened. If the preference is not set, a confirmation window opens to accept the task. To accept the task, select Yes. To decline the t

NextGen® Enterprise EHR Help

Clinical Tasking

A patient's Inclusion or Exclusion List may restrict your access to clinical tasks. If you are a workflow delegate for another user or provider, you may not be able to access the same patient tasks as that person. If you do not have access to a patient, the Restricted message appears under the Patient Name, Subject, and Description columns. For more information on Inclusion and Exclusion List viewing restrictions, go to the NextGen Healthcare Success Community, and download the following documents: System Administrator Guide for NextGen® Enterprise Patient Demographics Guide for NextGen® Enterprise Orders Module User Guide for NextGen® Enterprise EHR Assigning tasks to other users, as well as accepting, declining, or deleting tasks, requires different levels of user rights. Contact your system administrator for your user-specific rights and permissions. When you select the Clinical Tasking tab in the Workflow module, you can view your tasks, applicable appointments, and demographic inf

NextGen® Enterprise EHR Help

Respond to PAQ Action Tasks

A PAQ Action task is listed in the Clinical Tasking tab only if it is signed off in the Provider Approval Queue tab using the Task 1 or Task 2 action item. For the selected PAQ Action task, you can: Perform the PAQ actions. View the activity log in the Communication Summary window. Add a comment. Open the Workflow Module. In the Clinical Tasking tab, select a PAQ Action task assigned to you. Clinical Tasking tab opened in the Workflow module Select Actions. The PAQ Item Actions window opens. PAQ Item Actions window Select the checkbox for each PAQ action to perform. If the patient is not enrolled in NextGen® PxP Portal, the Send to Patient Portal option is turned off. If you select the Task 1 or Task 2 action, enter the following information in the fields that appear: Select an option from the Priority list. Select the (no Recipients): Click to add text to display the Select Task Recipients window, and then select the recipients. Enter a brief Description. If you select the Launch Docu

Task Recipient Actions

Recommendations

Task Creator Actions

ePA from the Workflow Module Inbox

Task Recipient Actions

Accept a Task

Clinical Tasking

Respond to PAQ Action Tasks

Task Recipient Actions

Task Creator Actions

ePA from the Workflow Module Inbox

Task Recipient Actions

Accept a Task

Clinical Tasking

Respond to PAQ Action Tasks