Task

NextGen® Medication Inventory Control Help 10.6.3.0

Task

When charges have been submitted, a Task button appears for you to send a task to a user or workgroup. Select the Task button. A Reason for Tasking window opens. Enter the reason into the field and click OK. The Select Task Recipients window opens. Select a recipient from the Available Users/Workgroups list. Select Add >> to move them to the Task Recipients list. Repeat steps 3 and 4 to add all intended recipients. Select OK to send the task. Note: The text that you entered in the Reason for Tasking window appears in the task description sent to the recipient’s inbox. Parent topic: Complete the Template and Submit Charges

NextGen® Medication Inventory Control Help 10.6.3.0

Send a Task

When charges are submitted, a Task button appears. You can use it to send a task to a user or workgroup, including yourself. Select the Task button. The Reason for Tasking window opens. Enter a reason into the field and select OK. A Select Task Recipients window opens. Select the recipient (user or workgroup) from the Available Users/Workgroups list. Select Add>> to move the recipient to the Task Recipients list. As needed, repeat steps 3 and 4 to add additional recipients. Select OK to send the task. The text you entered as Reason for Tasking, shows in the field next to the Task button and in the task, description sent to the recipient’s inbox. Parent topic: Submitting Immunization Charges

NextGen® Adaptive Content Engine Help Enterprise 8

Create a Task for an Intervention

Before you begin Ensure that you have selected the Specialty and Visit Type as Care Management. If an intervention requires an action by a provider, you can create a task for that provider. The tasks you create are not linked to a particular intervention and behave as any other task in the tasking function. On the Plan/Intervention tab, expand the Interventions panel. Select the intervention for which you need to create a task and click Task. The To Do window appears. To Do The Date Due and Priority fields are pre-filled with current date and priority. Note: If you want to specify a different date or priority, click the corresponding fields and then select appropriate value. Select a Subject and a Category. Type the message in the Message field. Click Save & Close. The Attach template appears. Attach Do one of the following: If you do not want to attach a document, then click the No Attachment option. To attach a document to this task, click the appropriate document option and select a

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® Orthopedic Suite Help 80.2.14.0

Add a Task

You can create and assign tasks to users as an action items for them to perform. In the QuickPick toolbar, click the Task icon icon. The Add New Task template opens. Add New Task template Click the Task Name field. The Get Tasks window opens. Select the task from the Get Tasks window, and click OK. The Subject and Description fields are filled automatically. You can edit it, if required. Click the Due Date field, and select the due date to complete the task. Select the priority. Type the subject and description. Select the Attach Patient option if you need to attach the current patient to the task. Select the Attach Item option. If you select Current Template, the current template name appears in the blank field. If you select Template or Document, click the blank field to select the desired template or document. Click Task Categories, and select a category from the grid to which the task belongs. The Yes check box is selected, and the selected task category appears next to the Task Ca

NextGen® Therapy Suite Help 30.3.13.0

Assign a Task

Select the task from the grid in the Tasks panel. Select the Task To: Type field next to the Assign To grid. Ainf Tasking Task To picklist opened from the Task To: Type field Select any of the following recipients: User (assign the task to a specific user) Workgroup (a workgroup picklist opens) Location Workgroup (a workgroup picklist opens) Supervising Provider (pull from encounter/case) Rendering Provider or Supervising then Rending Provider (pull from encounter/case) Ordering/Referring Provider (pull from encounter/case) Script Provider (pulls from the script fields on Homepage) Select Add. Parent topic: Task Options Panel

Task

Recommendations

Task

Send a Task

Create a Task for an Intervention

Select Task Recipients for New Task trigger

Add a Task

Assign a Task

Task

Send a Task

Create a Task for an Intervention

Select Task Recipients for New Task trigger

Add a Task

Assign a Task