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® Medication Inventory Control Help 10.6.3.0

Create Tasks

You can configure tasks for various medical record templates of NextGen® Medication Inventory Control. You can configure tasks in the Tasks panel on the MICS Tasking Manager template. However, some tasks are already configured for you in the Tasks panel. Note: A manual task cannot be automatically triggered on any medical record templates. You can select the task icon in the QuickPick toolbar of the medical record templates to open the Add New Task window to manually send a task to desired recipients. On the Specialty Config Home template, select Tasking Manager from the left navigation bar. The MICS Tasking Manager system template opens. Expand the Tasks panel. Configure tasks in Tasks panel Select the Show in EHR and Enabled checkboxes. Enter a task name in the Call Name field. In the Call Description field, enter describe how the task is triggered while documenting details on the corresponding medical record template. Enter the information in the Subject and Description fields. Sele

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

NextGen® Adaptive Content Engine Help Enterprise 8

Task/To Do

You can update the 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

NextGen® Adaptive Content Engine Help Enterprise 8

Update Quick Tasks after Initial Setup

You can modify a task after Quick Tasks are set up on the Quick Task Setup template. Open NextGen® Enterprise EHR. Open the Intake template. In the Orders panel, select the Standing Orders link. The Office Services template opens. On the Office Services template, select Quick Task or . The Quick Task Setup template opens, displaying the existing tasks in the grid. To update a task, select the task in the grid, enter changes in the fields, and select Update. Do one of the following: To save the changes and close the template, select Save & Close. To save the changes and send the task to task recipients, select Save & Send. If you select Save & Send, then select task recipients, and select OK. Parent topic: Quick Tasks

NextGen® Enterprise EHR Help

Update a Task

If a task is not accepted or completed by its recipients, you can update a task you created. Select a task you have created. Select Update in the toolbar. The task details opens. Change any of the items following the instructions under Create a NextGen Enterprise EHR Task or Create a NextGen Enterprise PM Task. Do one of the following: To cancel the changes, select Undo Changes. To save your changes, select Commit Changes. Your changes are saved and updated for the recipients of the task. Parent topic: Task Creator Actions

Update a Task

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