NextGen Knowledge Center

Send a Task

The Finalize Visit template has a tasking section that you can use to communicate with users and assign tasks to users. You can also configure tasks that are automatically sent to clinical staff, billing, IT, providers, and transcription.
Task icons on the Finalize Visit template

  1. On the Finalize Visit template, enter the Task Comments.
  2. Click the icon for the desired Task To group.
    The Task Comments Record grid displays the task comments and recipients.