Assign a Category to a Task
On the
Tasking Configuration
practice template, expand the
Tasks
panel.
From the main grid, select the task.
The
Call Name
field under the
Task Options
panel displays the call name for selected task.
Expand the
Task Options
panel.
In the
Use Category
field, select the category to which you want to assign the task.
Click
Add
.
The selected category appears in the
Category
grid.
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NextGen® Orthopedic Suite Help 80.2.14.0
Unassign a Category from a Task
On the Tasking Configuration practice template, expand the Tasks panel. From the main grid, select the task. The Call Name field under the Task Options panel displays the call name for selected task. Expand the Task Options panel. From the Category grid, select the category. Click Delete. Parent topic: Manage Task Assignments
NextGen® Orthopedic Suite Help 80.2.14.0
Assign a Task
You can assign a task to one or more specific users, a workgroup, a provider, or a workstation, so that any user at that workstation can see and act on the task. On the Tasking Configuration practice template, expand the Tasks panel. From the main grid, select the task you want to assign. The Call Name field under the Task Options panel displays the call name for selected task. Expand the Task Options panel. Under the Task To section, select an option. The corresponding pick list and a field appear. Select the user or group to which you want to assign the task and click OK. Under the Task To section, click Add. The selected user or group appear in the Assign To grid. Parent topic: Manage Task Assignments
NextGen® Orthopedic Suite Help 80.2.14.0
Unassign a Task
You can unassign a task from a user, group, role or workstation, so that they are no longer automatically tasked. On the Tasking Configuration practice template, expand the Tasks panel. From the main grid, select the task. The Call Name field under the Task Options panel displays the call name for selected task. Expand the Task Options panel. In the Assign To grid, select the task recipient. Under the Task To section, click Delete. Parent topic: Manage Task Assignments
NextGen® Orthopedic Suite Help 80.2.14.0
Manage Task Assignments
You can use the Task Options panel to assign tasks for specific users or user groups from the tasking grid. These tasks are sent automatically to the selected users’ inboxes. The Tasks panel also enables you to assign a category to the task and to remove a category from a task. Task Options panel on the Tasking Configuration template Assign a Task Unassign a Task Assign a Category to a Task Unassign a Category from a Task Parent topic: Tasking Configuration
NextGen® Therapy Suite Help 30.3.13.0
Assign a Category to a Task
You can use the Category grid to assign an Inbox Category that will be applied to the task. Select the Use category field to the right of the Category grid. Select the category you want that task to file under when it is sent. Select the Add button to save it to the grid. Parent topic: Task Options Panel
NextGen® Orthopedic Suite Help 80.2.14.0
Update a Task
You can update or edit a configured task. On the Tasking Configuration practice template, expand the Tasks panel. Select the task from the main grid. The task information appear the fields below the grid. Fields to enter the task details in the Tasks panel Note: You cannot edit Call Name and Call Description fields. Update the following information as needed: Subject Description Due Date Priority Attach Item Current Template: Choose this option if you want the task to attach the template associated with the selected task. Template: Choose this option and select a template from the field picklist if you want the task to attach a template other than the one associated with the selected task. Click Add-Update. Parent topic: Managing Tasks
