Assign Tasks

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Assign Tasks

Depending on the location and type of message or request, some selection options may not be available. For more information about working with tasks, go to NextGen Healthcare Success Community and download the latest Practice Workflow User Guide for NextGen® Enterprise EHR. Perform one of the following actions: Select a message from a mailbox in Patient Portal messages and select To Do. Right-click a Patient Portal message, and then select Send Task To. Open a message request or an online form, and then select Send Task. The New Task window opens. Select the required Date. Select the Priority. Optional: Update the Subject and Description. Select Assign To. The Select Task Recipients window opens. Select the check boxes next to each user and/or group receiving the task, and then select Add. Select OK. You are returned to the New Task window. Select Add to assign the task. Parent topic: Common Tasks for NextGen PxP Portal Messages

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Common Tasks for NextGen® PxP Portal Messages

The following features are common across all types of messages: Forward messages or requests. Create tasks for messages or requests Manage messages of restricted patients Forward Messages and Requests You can forward every type of communication available in NextGen® PxP Portal Assign Tasks There are several ways to assign a task to a NextGen® PxP Portal message or request. Manage Your Responses You can use any of the different reply functions on messages that patients send through NextGen® PxP Portal. Manually Refresh the Portal Inbox You can manually update (refresh) your mailbox to view the latest NextGen® PxP Portal messages. Manage Messages from Excluded Patients If a patient is included in your exclusion list in System Administrator, you cannot read or view any messages from that patient. Set Up Refresh Rate Preferences You can configure your practice's rate preference for NextGen® PxP Portal. Sending and Adding a Message to the Patient's Chart Delete NextGen PxP Portal Messages a

NextGen® Enterprise EHR Help

Assign Tasks to Users and Work Groups

You can create and assign a patient's clinical tasks to other users and work groups. For more information on clinical tasking, go to NextGen Healthcare Success Community and download the latest Workflow Module Guide for NextGen® Enterprise EHR. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Patient Information Card (PIC), select Profile Options and then select New Task from the list. The New EHR Task window opens. To add a recipient or work group, select Add corresponding to Assign to.The Select Task Recipients window opens, where you can select and add recipients or work groups for assigning the task. Enter the Subject and Description. Select Send Task.NextGen® Enterprise EHR sends the task to the selected recipient or work group. Parent topic: Using Layout and User Preferences

NextGen® Enterprise EHR Help

Assign Tasks to Users and Work Groups

You can create and assign a patient's clinical tasks to other users and work groups. For more information on clinical tasking, go to NextGen Healthcare Success Community and download the latest Workflow Module Guide forNextGen®Enterprise EHR. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Patient Information Card (PIC), select Profile Options and then select New Task from the list. The New EHR Task window opens. To add a recipient or work group, select Add corresponding to Assign to.The Select Task Recipients window opens, where you can select and add recipients or work groups for assigning the task. Enter the Subject and Description. Select Send Task.NextGen® Enterprise EHR sends the task to the selected recipient or work group. Parent topic: Using Layout and User Preferences

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Send Tasks

You can set up tasks and send to any task recipients. Open NextGen® Enterprise EHR. Open the Checkout template. Expand the Today's Orders panel. Select the Task link.The To Do template opens. Enter the values for the following fields: Date Due Priority Subject Category Message Select Save & Close.The Attach window opens. Select an option, and select OK.The Select Task Recipients template opens. In the Available Users/Workgroups section, select one or more users for a practice. Select Add User.The selected user appears in the Task Recipients section. Select the priority for the task. Select OK. Parent topic: Managing Today's Orders Parent topic: Overview of the Checkout Staff Workflow Parent topic: Process Lab Orders

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Create and Assign

You can update a 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 the Add

Assign Tasks

Recommendations

Assign Tasks

Common Tasks for NextGen® PxP Portal Messages

Assign Tasks to Users and Work Groups

Assign Tasks to Users and Work Groups

Send Tasks

Create and Assign

Assign Tasks

Assign Tasks

Common Tasks for NextGen® PxP Portal Messages

Assign Tasks to Users and Work Groups

Assign Tasks to Users and Work Groups

Send Tasks

Create and Assign