NextGen Knowledge Center

Create Tasks from PAQ Items

You can create tasks from a Provider Approval Queue (PAQ) item and send to one or more users, or work groups. When you create a task from a PAQ item, the task is automatically added to the patient and the PAQ item is included as a task attachment.
  1. Open NextGen® Mobile.
    The Hub view opens.
  2. Select PAQ, and then select an item from the list.
    The PAQ item opens.
    Open PAQ item

  3. Select New Task.
    The New Task window opens.
    New task view

    The patient is added to the task and the PAQ item is included as an attachment.
  4. To add task recipients, select To, search for and then select the recipients from the Favorites list.
  5. Select the Subject field, and then enter the subject for the task.
  6. To select the due date, select Due Date, and then select a date.
  7. In Priority, select a priority.
    Normal is selected by default.
  8. Enter the task details in the text box, and then select Done.
  9. Select Send.
    The task is added to the task log of the selected recipient.

    If you have not chosen task recipients, a message appears for your confirmation to add the task to your to do list. You can select Yes to confirm, and then view the next PAQ item. You can select No to return to the current PAQ item, and then select a recipient.