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NextGen® Adaptive Content Engine Help Enterprise 8
On the Practice Configuration template, scroll to the Quick Task section. Click the Launch Quick Task link. The Quick Tasks Setup template opens. Quick Tasks Setup template Note: The fields marked with asterisk (*) are mandatory to document. In the Quick Tasks Setup template: The User Name field populates with the current user logged on to the system. If applicable, click User Name and select the applicable provider to associate with the tasking configuration. Click Source template and select a template from the list. Click Task To and select any of the following task types: Individual Group By default, the Priority field value is set to Normal. If applicable, click Priority and select the priority of the task. If applicable, select the Allow to override check box to modify the priority in run time. If you select the Allow to override check box, the Quick Task Priority template opens in run time when you click Quick Task from the Source Template. Click the Recipient field and select thConfigure Task Recipient
NextGen® Adaptive Content Engine Help Enterprise 8
You can set up task recipients. Open the Quick Task Setup template. Select User Name and select a username from the list. Select Source template and select a template from the list. Note: In run time, the task will be sent only to the recipient configured for the template. Select the location. If you select Specific, the Location field is enabled and displays the current practice location. You can also choose another practice location from the list. If you select All, the Location field remains disabled. Select the Task to field and select Individual or Group: To change the task priority from the default value of Normal, select Priority and select the priority. To modify or override the priority level, select the Allow to override check box. If you select Allow to override check box, the application opens the Quick Task Priority template when you select Quick Task from the Source Template. To open the recipient list that displays Show All and choices of individuals or work groups for tSet Up Task Recipients
NextGen® Adaptive Content Engine Help Enterprise 8
You can update the 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 theTask/To Do
NextGen® Adaptive Content Engine Help Enterprise 8
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. On the Plan/Intervention tab, expand the Interventions panel. Select the intervention for which you need to create a task and click 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, click the corresponding fields and then select appropriate value. Select a Subject and a Category. Type the message in the Message field. Click Save & Close. The Attach template appears. Attach Do one of the following: If you do not want to attach a document, then click the No Attachment option. To attach a document to this task, click the appropriate document option and select aCreate a Task for an Intervention
NextGen® Orthopedic Suite Help 80.2.14.0
You can build a new task from the Tasks panel of the Tasking Configuration practice template. However, there are some pre-configured tasks are available for you in the main grid of the Tasks panel. Note: A task added manually cannot be triggered automatically; You will only see it if you click the task Task icon icon in the QuickPick toolbar. Fields to enter the task details in the Tasks panel Select the Show in EHR and Enabled check boxes in the square below the grid in the Tasks panel. Enter the task name in the Call Name field. Enter a subject in the Subject field. Enter a Call Description. Enter a Description. Select a Due Date option. Select a Priority option. Select an Attach Item option. Current Template – Select this if you want the task to attach the template associated with the selected task. Template – Select this and select a template from the field if you want the task to attach a template other than the one associated with the selected task. Click Add-Update. Parent topicBuild a New Task
NextGen® Enterprise EHR Help
When you execute an Add New Task trigger, the Select Task Recipients window may open, enabling you to select one or more users or workgroups to assign the task to. The Available Users/Workgroups pane contains folders for Favorites, Workgroups, and All Users. Note: The display of task recipients can be practice-specific. For assistance with system settings, contact your system administrator. If you do not select a recipient for the task you are creating, the task is assigned to you. For more information on setting up workgroups and favorites, go to NextGen Healthcare Success Community and download the latest Workflow Module Guide for NextGen® Enterprise EHR. From the Priority list, select one of the following: High Normal Low (default) To assign the task to users under Favorites, do one of the following: To assign the task to all favorite users, select the Favorites folder, and then select Add . Expand the Favorites folder, and select each user to be assigned the task. Select Add. Your