Send Tasks

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Send Tasks

You can set up tasks and send to any task recipients. Open NextGen® Enterprise EHR. Open the Checkout template. Expand the Today's Orders panel. Select the Task link.The To Do template opens. Enter the values for the following fields: Date Due Priority Subject Category Message Select Save & Close.The Attach window opens. Select an option, and select OK.The Select Task Recipients template opens. In the Available Users/Workgroups section, select one or more users for a practice. Select Add User.The selected user appears in the Task Recipients section. Select the priority for the task. Select OK. Parent topic: Managing Today's Orders Parent topic: Overview of the Checkout Staff Workflow Parent topic: Process Lab Orders

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Create and Assign

You can update a task for a patient using To Do template. Open NextGen® Enterprise EHR. Select the Care Guidelines link on any of the main template.The Care Guidelines Paged View template opens. In the Care Guidelines panel, select the Grid View link.The Care Guidelines grid view template opens. In the Recent Orders panel, select the Task link.The To Do template opens. The Date Due field displays the current system date. To change, select the Date Due field, and select date from the Calendar. The Priority field displays High by default. To change, select the Priority from the list. Select Subject from the list or enter text. Select Message and enter the text. Select Save & Close. To Do The Attach template opens. Select No attachment or the item to attach, and select OK. Attach The Select Task Recipients window opens. Select Task Recipients Do the following: To select the user to receive the task, select the recipient in the left side Available Users/workgroups list, and select the Add

NextGen® Document Management User Guide,

Add a Task to the NextGen® Enterprise EHR Workflow

You can create tasks for a To-Do List for the NextGen® Enterprise EHR Workflow module in NextGen® Document Management. If the Enable Workflow and the Create Workflow task after document is filed options are activated in the Document Type master file, then each time you select the File button when filing a document, NextGen® Document Management displays the Workflow prompt. When you select Cancel on the To Do form and then select File for the same document, NextGen® Document Management does not display the Workflow prompt again. Open NextGen® Document Management. Search for and open a document. Open the Create Task window by using one of the following methods: On the keyboard, select Ctrl+T. On the viewer toolbar, select the create task button. Right-click the document, and then select Create Task. On the NextGen® Document Management toolbar, select Tasks > Create Task. Optional: In EHR Send To, select the NextGen® Enterprise EHR user or group to whom you want to send the task. Only use

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

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. Open NextGen® Enterprise EHR. On the Plan/Intervention tab, expand the Interventions panel. Select the intervention for which you need to create a task and select 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, select the corresponding fields and then select appropriate value. Select a Subject and a Category. Type the message in the Message field. Select Save & Close.The Attach template appears. Attach Do one of the following: If you do not want to attach a document, then select the No Attachment option. To attach a document to this task, select the appropr

NextGen® Document Management Help,

Add a Task to the NextGen® Enterprise EHR Workflow

You can create tasks for a To-Do List for the NextGen® Enterprise EHR Workflow module in NextGen® Document Management. If the Enable Workflow and the Create Workflow task after document is filed options are activated in the Document Type master file, then each time you select the File button when filing a document, NextGen® Document Management displays the Workflow prompt. When you select Cancel on the To Do form and then select File for the same document, NextGen® Document Management does not display the Workflow prompt again. Open NextGen® Document Management. Search for and open a document. Open the Create Task window by using one of the following methods: On the keyboard, select Ctrl+T. On the viewer toolbar, select the create task button. Right-click the document, and then select Create Task. On the NextGen® Document Management toolbar, select Tasks > Create Task. Optional: In EHR Send To, select the NextGen® Enterprise EHR user or group to whom you want to send the task. Only use

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Assign Tasks

Depending on the location and type of message or request, some selection options may not be available. For more information about working with tasks, go to NextGen Healthcare Success Community and download the latest Practice Workflow User Guide for NextGen® Enterprise EHR. Perform one of the following actions: Select a message from a mailbox in Patient Portal messages and select To Do. Right-click a Patient Portal message, and then select Send Task To. Open a message request or an online form, and then select Send Task. The New Task window opens. Select the required Date. Select the Priority. Optional: Update the Subject and Description. Select Assign To. The Select Task Recipients window opens. Select the check boxes next to each user and/or group receiving the task, and then select Add. Select OK. You are returned to the New Task window. Select Add to assign the task. Parent topic: Common Tasks for NextGen PxP Portal Messages

Send Tasks

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Send Tasks

Create and Assign

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Add a Task to the NextGen® Enterprise EHR Workflow

Assign Tasks

Send Tasks

Send Tasks

Create and Assign

Add a Task to the NextGen® Enterprise EHR Workflow

Create a Task for an Intervention

Add a Task to the NextGen® Enterprise EHR Workflow

Assign Tasks