Tasks Operation

Subgroup	Used in	Description
Allow NextGen® Enterprise EHR Task Generation from NextGen® Enterprise PM	NextGen® Enterprise PM & NextGen® Enterprise EHR	Enables NextGen® Enterprise PMt users to create NextGen® Enterprise EHR tasks within certain areas of NextGen® Enterprise PMand send the tasks to a user or workgroup in NextGen® Enterprise EHR. The tasks can be created from the Tasks menu.: right-clicking on an encounter from the patient chart. right-clicking on an encounter from the Encounter Lookup. right-clicking on the tasks section of the Clinical History/Notes tab in the patient chart.
Allow Encounter Void Task Deletion	NextGen® Enterprise PM & NextGen® Enterprise EHR	Ability to delete tasks from the workflow Module when an encounter has been marked as void in NextGen® Enterprise PM.
Allow Transaction Approval Task Deletion	NextGen® Enterprise PM	Ability to delete a task once a transaction has been completed and approved.
Allow User Task Approval for Other Users	NextGen® Enterprise PM	Enables users other than the task recipient to approve tasks.
Modify Task Type	NextGen® Enterprise PM	Ability to modify the task type.
Task Auto Create Discontinue	NextGen® Enterprise PM	Enables users to access the Discontinue Future Auto Creation of this Task Type check box on the Add/Edit Task window.
Task Instruction Modification	NextGen® Enterprise PM	Enables users to modify task instructions.
Task Managers	NextGen® Enterprise PM	Enables a user to transfer a task to other users. Note: Users with this right can see all users and groups in the Assign To field of the Task Maintenance window in NextGen® Enterprise PM if the Task does not have any Secured Transfer User/Groups. Those without this right can only see the Task Managers in the Assign To field if there are no Secured Transfer Users/Groups set up for the task.
Task Reports	NextGen® Enterprise PM	Enables users to print the Task Analysis and Task Details reports.
Task Subgroupings	NextGen® Enterprise PM	Enables users to change the task subgrouping of a task in the Add/Edit Task window. If users do not have this permission, the Task Subgrouping field will be disabled.
Task Transfer	NextGen® Enterprise PM	Enables users to reassign tasks to other users.
Task Update	NextGen® Enterprise PM	Enables users to access and run the Task Update process from the File > Processes menu. The process normally runs automatically each night.

System Administrator Help

Administration Operations

Subgroup Used in Description Advanced Audit Setup NextGen® Enterprise PM & NextGen® Enterprise EHR Enables users to access Advanced Audit Setup from the NextGen® Enterprise and NextGen® Enterprise PM applications. Association Maintenance NextGen® Enterprise PM & NextGen® Enterprise EHR Enables users to create and modify associations in the System Administrator application. Change Password NextGen® Enterprise PM Enables users to change their passwords. Copy User Preferences NextGen® Enterprise PM Enables users to copy user preferences, work flow module preferences and PAQ custom rules from one user to another user or user group profile. Edit NextGen® Enterprise EHR Component Profiles NextGen® Enterprise EHR Enables users to edit the Graphical Exam Tool (GET) profile. If access rights are set to Yes, the Settings option on the GET tool is enabled; if access rights are set to No, the option is disabled. External Application Setup NextGen® Enterprise EHR Enables administrators to grant use

System Administrator User Guide

Tasks Operation

Subgroup Used in Description Allow NextGen® Enterprise EHR Task Generation from NextGen® Enterprise PM NextGen® Enterprise PM & NextGen® Enterprise EHR Enables NextGen® Enterprise PMt users to create NextGen® Enterprise EHR tasks within certain areas of NextGen® Enterprise PMand send the tasks to a user or workgroup in NextGen® Enterprise EHR. The tasks can be created from the Tasks menu.: right-clicking on an encounter from the patient chart. right-clicking on an encounter from the Encounter Lookup. right-clicking on the tasks section of the Clinical History/Notes tab in the patient chart. Allow Encounter Void Task Deletion NextGen® Enterprise PM & NextGen® Enterprise EHR Ability to delete tasks from the workflow Module when an encounter has been marked as void in NextGen® Enterprise PM. Allow Transaction Approval Task Deletion NextGen® Enterprise PM Ability to delete a task once a transaction has been completed and approved. Allow User Task Approval for Other Users NextGen® Enterpris

System Administrator User Guide

Workflow Operation

The Workflow Operations subgroup in the System Administrator application enables features of the Workflow module. Subgroup Used in Description Allow NextGen® Enterprise PM Task Generation from NextGen® Enterprise EHR NextGen® Enterprise EHR Enables users to create NextGen® Enterprise PM tasks from within NextGen® Enterprise EHR (tasking in Workflow). When the right is set to Yes, the New Task window displays additional fields: Task Class (either NextGen® Enterprise EHR or NextGen® Enterprise PM), Source Type (from the Task Types master file), and Task Type (from the Task Types master file). If a user creates a NextGen® Enterprise EHR task, the Source Type and Task Type fields are disabled. If a user creates a NextGen® Enterprise PM task, the fields are enabled and are required. Change User Workgroups NextGen® Enterprise EHR Enables users to assign themselves to a different workgroup for Group tasking in Workflow. Edit Own Delegate List NextGen® Enterprise EHR Enables users to edit thei

System Administrator Help

Workflow Operation

The Workflow Operations subgroup in the System Administrator application enables features of the Workflow module. Subgroup Used in Description Allow NextGen® Enterprise PM Task Generation from NextGen® Enterprise EHR NextGen® Enterprise EHR Enables users to create NextGen® Enterprise PM tasks from within NextGen® Enterprise EHR (tasking in Workflow). When the right is set to Yes, the New Task window displays additional fields: Task Class (either NextGen® Enterprise EHR or NextGen® Enterprise PM), Source Type (from the Task Types master file), and Task Type (from the Task Types master file). If a user creates a NextGen® Enterprise EHR task, the Source Type and Task Type fields are disabled. If a user creates a NextGen® Enterprise PM task, the fields are enabled and are required. Change User Workgroups NextGen® Enterprise EHR Enables users to assign themselves to a different workgroup for Group tasking in Workflow. Edit Own Delegate List NextGen® Enterprise EHR Enables users to edit thei

NextGen® Enterprise EHR Help

Send NextGen® Enterprise PM Task

You can send NextGen® Enterprise PM task to the specific recipients. You can create NextGen® Enterprise PM task and send it to specific recipients. Note: In System Administrator, if Access Rights for Chart/Recalls/Tasking is set to No, then you cannot access Task on the NextGen Care® Population Management Hub toolbar. For more information about setting access permissions to Task in NextGen Care® Population Management Hub, go to NextGen Healthcare Success Community and download the latest System Administrator Guide for NextGen® Enterprise. In NextGen Care® Population Management Hub, do one of the following: From the Cohorts tab, run a report. From the My Lists tab, run a list. From the Appointment Book tab, filter the patients. The patient list appears in the patient grid. In the patient grid, select the check box next to the patient's name. From Task, select EPM Task. The New PM Task window opens. Select a source from the Source Type list, and then task from the Task Type list. Selecti

NextGen® Enterprise EHR Help

Send NextGen® Enterprise PM Task

You can send NextGen® Enterprise PM task to the specific recipients. You can create NextGen® Enterprise PM task and send it to specific recipients. Note: In System Administrator, if Access Rights for Chart/Recalls/Tasking is set to No, then you cannot access Task on the NextGen Care® Population Management Hub toolbar. For more information about setting access permissions to Task in NextGen Care® Population Management Hub, go to NextGen Healthcare Success Community and download the latest System Administrator Guide forNextGen®Enterprise. In NextGen Care® Population Management Hub, do one of the following: From the Cohorts tab, run a report. From the My Lists tab, run a list. From the Appointment Book tab, filter the patients. The patient list appears in the patient grid. In the patient grid, select the check box next to the patient's name. From Task, select EPM Task. The New PM Task window opens. Select a source from the Source Type list, and then task from the Task Type list. Selecting

Tasks Operation

Recommendations

Administration Operations

Tasks Operation

Workflow Operation

Workflow Operation

Send NextGen® Enterprise PM Task

Send NextGen® Enterprise PM Task

Tasks Operation

Administration Operations

Tasks Operation

Workflow Operation

Workflow Operation

Send NextGen® Enterprise PM Task

Send NextGen® Enterprise PM Task