Select Action Sets or Actions to Create Tasks with Sign Off

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

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 Open Patient Charts with Sign Off

You can open the patient chart after signing off the Provider Approval Queue (PAQ) item. 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 the open chart option, select Open Chart. To sign off using an available action set, select Select Action Set, and then select the action set that includes an option for opening patient chart. Select Run.If the action set contains only supported items, the sign off process completes and the patient chart opens. If the action set contains unsupported items, a message appears stating that there are one or more unsu

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 to Add Signees with Sign Off

Before you begin To assign a Provider Approval Queue (PAQ) item to another provider for approval, you must confirm that you are the primary provider responsible for the item. You can assign NextGen® Enterprise EHR documents to another provider for approval. 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. 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 add signees option, select Add Additional Signees. To sign off using an available action set, select Select Action Set, and then select the action set that includes an action for adding signees. The Sign Off with Actions window opens. If there are no default signees, Tap to Add ap

NextGen® Mobile Help

Add Signees with Direct Sign Off of PAQ Items

Before you begin To assign a Provider Approval Queue (PAQ) item to another provider for approval, you must confirm that you are the primary provider responsible for the item. You can assign NextGen® Enterprise EHR documents to another provider for approval. 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 add signees.If the action set contains only supported items, the sign off process completes and the item is assigned to the default signees. 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. To complete the sign off,

Select Action Sets or Actions to Create Tasks with Sign Off

Before you begin

Recommendations

Create Tasks with Direct Sign Off of PAQ Items

Select Action Sets or Actions for Sign Off

Select Action Sets or Actions to Open Patient Charts with Sign Off

Sign Off PAQ Items Directly with Actions

Select Action Sets or Actions to Add Signees with Sign Off

Add Signees with Direct Sign Off of PAQ Items

Select Action Sets or Actions to Create Tasks with Sign Off

Before you begin

Create Tasks with Direct Sign Off of PAQ Items

Select Action Sets or Actions for Sign Off

Select Action Sets or Actions to Open Patient Charts with Sign Off

Sign Off PAQ Items Directly with Actions

Select Action Sets or Actions to Add Signees with Sign Off

Add Signees with Direct Sign Off of PAQ Items