Manage Task Assignments

NextGen® Orthopedic Suite Help 80.2.14.0

Tasking Workgroup Setup

You can create and assign workgroups based on location or provider from the Tasking Workgroup Setup panel of the Tasking Configuration practice template. You can view and use these groups for task assignments in the Tasking Options panel. Tasking Workgroup Setup panel on the Tasking Configuration template The Location Workgroup Category Grid Remove a Location Workgroup Add a Workgroup Category Provider Workgroup Category Parent topic: Tasking Configuration

NextGen® Orthopedic Suite Help 80.2.14.0

Managing Tasks

You can view and manage all the tasks available in NextGen® Orthopedic Suite. You can use the Tasks panel of the Tasking Configuration practice template to manage task information such as description, due date, priority, and attached item. You can also deactivate a configured task using the Enabled check box. Tasks panel on the Tasking Configuration template Build a New Task Update a Task Parent topic: Tasking Configuration

NextGen® Orthopedic Suite Help 80.2.14.0

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. User Category field in 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. 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

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

Manage Task Assignments

Recommendations

Tasking Workgroup Setup

Managing Tasks

Assign a Category to a Task

Unassign a Task

Unassign a Category from a Task

Assign a Task

Tasking Workgroup Setup

Managing Tasks

Assign a Category to a Task

Unassign a Task

Unassign a Category from a Task

Assign a Task