Overview of the Provider Approval Queue

NextGen® Mobile Help

Create and Send Electronic Visit Verification Jobs

The electronic visit verification (EVV) process uses electronic means to verify the physical location of an encounter with a care provider for personal or home healthcare services. NextGen® Mobile allows EVV using a tap template job that collects and verifies your location using your mobile device's built-in GPS. After you verify your location, you can send the location data to NextGen® Enterprise EHR, where it is saved for the encounter. Any document generated from the encounter is automatically appended with an EVV statement containing the location data and verification status for the provided services. Note: Electronic visit verification is available only for NextGen® Enterprise clinics that use NextGen® Behavioral Health Suite. To successfully verify your location, your device must have internet connectivity through a Wi-Fi or cellular network. Open NextGen® Mobile.Hubopens. Select Jobs.Details of the available jobs on the current date appear. If another provider queue is added to

NextGen® Mobile Help

Create and Send Clinical Tasks

Before you begin Ensure that you have the Tasks view turned on in NextGen® Mobile. On the Tasks view, you can create tasks and send them to one or more users or workgroups. You can view and respond to clinical tasks created by NextGen® Enterprise EHR users. The task list includes tasks that are sent directly to you and the tasks that are assigned to your task group. Open NextGen® Mobile.Hubopens. Select Tasks, and then in Tasks, select the new icon . To link the task with a patient, in New Task, select the patient image, and then from Patients, search for and select a patient.The patient's name is added to the task and the attach icon appears. To add an attachment, in New Task, select attach , and then in Select Document, select a document. Note: You can attach documents, images, scanned items, and lab orders associated with the patient. The document is attached to the task and an indicator appears on the attach icon . To select a recipient, select To, in Task Recipients, select a pati

NextGen® Mobile Help

Sign Off PAQ Items Directly with Actions

Before you begin You must be a NextGen® Enterprise user to sign off Provider Approval Queue (PAQ) with actions in NextGen® Mobile. You can take one or more of the following actions while signing off a Provider Approval Queue (PAQ) item: Open the patient chart Add one or more signees to sign off NextGen® Enterprise EHR documents Add one or more users or work groups as task recipients Open NextGen® Mobile.The Hub view opens. Select PAQ, and then select an item from the list.The PAQ item opens. Open PAQ item Select Sign w/ action.The list of available action sets appears. The list of available action sets Note: Action sets that contain only unsupported actions are not available for selection. Unsupported actions in an action set are not run on the PAQ item. Select the action set.If the action set contains only supported items, the sign off process completes. If the action set contains unsupported items, a message appears stating that there are one or more unsupported actions and NextGen®

NextGen® Mobile Help

Select Action Sets or Actions for Sign Off

Before you begin You must be a NextGen® Enterprise user to sign off Provider Approval Queue (PAQ) with actions in NextGen® Mobile. You can take one or more of the following actions while signing off a Provider Approval Queue (PAQ) item: Open the patient chart Add one or more signees to sign off NextGen® Enterprise EHR documents Add one or more users or work groups as task recipients Open NextGen® Mobile.The Hub view opens. Select PAQ, and then select an item from the list.The PAQ item opens. Open PAQ item Select Sign w/ action.The list of available action sets appears. The list of available action sets Select Launch Sign Off With Actions.The Sign Off With Actions window opens. Sign off with actions view Note: You can select Sign off without Actions on the Sign Off With Actions view to sign off the PAQ item without any actions. Do one of the following: To sign off with one or more actions, select the actions. To sign off using an available action set, select the action set from Select A

NextGen® Mobile Help

Select Action Sets or Actions to Create Tasks with Sign Off

Before you begin You must be a NextGen user with necessary permissions for creating tasks. You can assign Provider Approval Queue (PAQ) items as tasks to one or more users or work groups after signing off the items. Note: You cannot create tasks for SAP® Crystal Reports®. Open NextGen® Mobile.The Hub view opens. Select PAQ, and then select an item from the list.The PAQ item opens. Open PAQ item Select Sign w/ action.The list of available action sets appears. The list of available action sets Select Launch Sign Off With Actions.The Sign Off With Actions window opens. Sign off with actions view Note: You can select Sign off without Actions on the Sign Off With Actions view to sign off the PAQ item without any actions. Do one of the following: To sign off with task creation option, select Task 1, Task 2, or both. Note: The options Task 1 and Task 2 are not available in the following conditions: When you do not have the necessary permissions for creating tasks in Admin Console. When the PA

NextGen® Mobile Help

Create Tasks with Direct Sign Off of PAQ Items

Before you begin You must be a NextGen user with necessary permissions for creating tasks. You can assign Provider Approval Queue (PAQ) items as tasks to one or more users or work groups after signing off the items. Note: You cannot create tasks for SAP® Crystal Reports®. Open NextGen® Mobile.The Hub view opens. Select PAQ, and then select an item from the list.The PAQ item opens. Open PAQ item Select Sign w/ action.The list of available action sets appears. The list of available action sets Note: Action sets that contain only unsupported actions are not available for selection. Unsupported actions in an action set are not run on the PAQ item. Select the action set to create tasks.If the action set contains only supported items, the sign off process completes and the task is assigned to the default recipients. If the action set contains unsupported actions, a message appears stating that there are one or more unsupported actions and NextGen® Mobile can run only supported actions. To co

Overview of the Provider Approval Queue

Recommendations

Create and Send Electronic Visit Verification Jobs

Create and Send Clinical Tasks

Sign Off PAQ Items Directly with Actions

Select Action Sets or Actions for Sign Off

Select Action Sets or Actions to Create Tasks with Sign Off

Create Tasks with Direct Sign Off of PAQ Items

Overview of the Provider Approval Queue

Create and Send Electronic Visit Verification Jobs

Create and Send Clinical Tasks

Sign Off PAQ Items Directly with Actions

Select Action Sets or Actions for Sign Off

Select Action Sets or Actions to Create Tasks with Sign Off

Create Tasks with Direct Sign Off of PAQ Items