Workflow Icons

Icon	Description
	The cog icon provides menu options and preferences for the current tab. This cog icon is shared across all the Workflow tabs.
	The red exclamation mark denotes high priority tasks and emails in the Clinical Tasking and Email tabs.

NextGen® Enterprise EHR Help

Workflow Module Tabs and Sections

The Workflow module consists of the following tabs and sections: Section Description Navigation tabs Tabs appear at the top of the window to access Clinical Tasking, Appointments, Email, Patient Portal, Provider Approval Queue, and Message Manager View. Some tabs may not appear if the function has not been enabled or configured. An exclamation point indicates that there is new content in the tab. Note: The current tab opens automatically when you access the Workflow module next time. Preview pane Displays the details for each workflow item. Appointments Displays information about the present day appointments for the selected provider. Workflow item details Content in this section is dependent on the workflow item you have selected. Toolbar Contains functions, dependent on the tab and item you have selected. Patient Demographics Displays the patient's name, sex, date of birth, address, height and weight, contact information, and photo. Module buttons and Lab Results link Displays the fo

NextGen® Enterprise EHR Help

Workflow Toolbar

Workflow toolbar appears at the bottom of each tab. You can perform different functions specific to each tab. The toolbar components change, depending on the selected item. Hovering over the toolbar buttons displays tool tips, providing the description for the specific button. Parent topic: Workflow Module Layout and Features

NextGen® Enterprise EHR Help

Workflow Hot Keys

The Workflow module supports the hot keys to switch between tabs. Tab Hot Key Clinical Tasking Alt + C Appointments Alt + P Provider Approval Queue Alt + Q Patient Portal Alt + L Email Alt + M Parent topic: Workflow Module Layout and Features

NextGen® Enterprise EHR Help

Access the Workflow Module

You can access the Workflow module in NextGen® Enterprise EHR. Access NextGen® Enterprise EHR. Perform one of the following: On the NextGen® Enterprise EHR top toolbar, select either the Inbox or PAQ icon. Note: Accessing the Workflow module from the PAQ icon always displays the PAQ tab, regardless of which tab was opened last. From the NextGen® Enterprise EHR File menu, select Work Flow. Select Alt + F3 on your keyboard. The Workflow window opens. Parent topic: Workflow Module Layout and Features

NextGen® Enterprise EHR Help

Daily Appointments Section

The Today's Appointments section of the Workflow module enables you to view the current date's appointments for one or more selected providers. The Today's Appointments displays the patient's name, scheduled time, reason, room number, and status of the appointment for one or more selected providers. Select any appointment to access the selected patient's chart. Parent topic: Workflow Module Layout and Features

NextGen® Enterprise EHR Help

Workflow Icons

The icons and buttons display throughout the Workflow module. Icon Description The cog icon provides menu options and preferences for the current tab. This cog icon is shared across all the Workflow tabs. The red exclamation mark denotes high priority tasks and emails in the Clinical Tasking and Email tabs. Parent topic: Workflow Module Layout and Features

Workflow Icons

Recommendations

Workflow Module Tabs and Sections

Workflow Toolbar

Workflow Hot Keys

Access the Workflow Module

Daily Appointments Section

Workflow Icons

Workflow Icons

Workflow Module Tabs and Sections

Workflow Toolbar

Workflow Hot Keys

Access the Workflow Module

Daily Appointments Section

Workflow Icons