NextGen Knowledge Center

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.

  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 Sign w/ action.
    The list of available action sets appears.
    The list of available action sets

  4. Select Launch Sign Off With Actions.
    The Sign Off With Actions window opens.
    Sign off with actions view

  5. Do one of the following:
    • To sign off with task creation option, select Task 1, Task 2, or both.
    • To sign off using an action set, select Select Action Set, and then select the action set that includes creating tasks as one of the actions.
    If you have selected an action set, the Sign Off With Actions window displays the details of the action set as configured in NextGen® Enterprise EHR.
    Sign off with actions view with actions selected

    For action sets without any data, you must enter the task details. If there are no default recipients, Tap to Add appears in the Recipient(s) field.

  6. Select the desired priority.
    Normal is selected by default.
  7. To add task recipients, select Tap to Add or the recipient name in the Recipient(s) field.
    The Select Recipient(s) window opens.
    View to select recipients

    Any default recipients appear in the Selected Recipients field. You can remove or add recipients.

  8. To add recipients, do one of the following:
    • If available, select a recipient from Favorites.
    • In Search, enter three characters and select one or more recipients from the list in TOP NAME MATCHES.
  9. Select Done.
    The task recipients appear as Recipient(s) in the Sign Off With Actions view.
  10. Select Run.
    If the action set contains only supported items, the sign off process completes and assigns tasks to the selected recipients. If the action set contains unsupported items, a message appears stating that there are one or more unsupported actions, and NextGen® Mobile can run only supported actions.
  11. To complete the sign off, assign tasks, and run other supported items, select Continue.
  12. To return to the PAQ item without running the supported actions, select Cancel.
See also
Manage PAQ Actions