Update a Task

NextGen® Orthopedic Suite Help 80.2.14.0

Build a New Task

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 topic

NextGen® Therapy Suite Help 30.3.13.0

Update a Task

You can update a task. Select the task from the main grid. The task information enters the fields below the grid. Make any of the following updates as needed: Select the Description field to type additional or new information that you want to have appear in the Inbox task. Select a Due Date option. Select a Priority option. Select an Attach Item option. Current template – Choose this button if you want the task to attach the template associated with the selected task. Template […] - Choose this button 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. Select Add/Update to save changes. Note: All existing tasks are hard coded with triggers to enable automatic tasking. If you select the Show in EHR checkbox for a given task, the task will be available in the tasking template throughout NextGen® Enterprise EHR for manual tasking. Parent topic: Tasks Panel

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Modify Task Recipient Configuration

You can update task recipient using the Quick Tasks Setup template. On the Practice Configuration template, scroll to the Quick Task section. Select the Launch Quick Task link.The Quick Tasks Setup template opens. Select a row in the grid.The data fills in the corresponding fields above the grid. Make relevant edits in the applicable fields. Select Update.The modified data updates in the grid. Select Save & Close. Parent topic: Configuration Option in Quick Task

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

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® Adaptive Content Engine Help Enterprise 8.3.1

Telephone Call Tasking

You can configure telephone calls related options. The Telephone Call Tasking section allows you to configure the following: Template Preference - If you select the Attach Telephone Call template checkbox, then the communication task in the Inbox opens the main Telephone Call template. If you clear the Attach Telephone Call template checkbox, then the communication task in the Inbox opens the template specific to the call type. Tasking Category - You can select the Default tasking category field and select a category to set a default communication category to display in the Inbox. Parent topic: Practice Configuration Template Settings

Update a Task

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Build a New Task

Update a Task

Modify Task Recipient Configuration

Assign a Category to a Task

Assign a Task

Telephone Call Tasking

Update a Task

Build a New Task

Update a Task

Modify Task Recipient Configuration

Assign a Category to a Task

Assign a Task

Telephone Call Tasking