Initiate Multi-user Signoff on a Pending PAQ Document

NextGen® Enterprise EHR Help

Reviewing a Pending Document Regenerated by a Signee or Other User

If a signee or another user regenerates a multi-user signoff document, it is returned to the Provider Approval Queue (PAQ) Pending tab of the encounter provider who initiated the action as a single-user signoff document. Treat it as any other pending document in the PAQ. You can initiate multi-user signoff for the regenerated document with the same or different signees for the original document. Parent topic: Performing Encounter Provider or Delegate Signoff Actions Related tasks Initiate Multi-user Signoff on a Pending PAQ Document

NextGen® Enterprise EHR Help

Manage Signees

You can create or revise a list of signees for a document from the Manage Signees window. If you access the Manage Signees window by selecting Add/Remove Signee(s) after you select an action set from the Provider Approval Queue (PAQ), the providers in that action set appear in the Selected pane. To search for a provider, enter the name in the (Provider Search) box in the Available section. You can enter the first few letters of any part of the name to display names that match your search criteria. In the Available pane, select the name of each provider who should sign off the document, and then select Add. The added providers appear in the Selected pane. To remove a provider from the Selected list, select the provider's name, and then select Remove. The name moves back to the Available pane. To add another provider to the Selected list, repeat step 2. When your list of selected signees is complete, select Save. Parent topic: Initiate Multi-user Signoff on a Pending PAQ Document

NextGen® Enterprise EHR Help

Performing Encounter Provider or Delegate Signoff Actions

As the encounter provider or the provider's delegate, you can perform the following actions: Initiate or restart multi-user signoff on a pending Provider Approval Queue (PAQ) document. Add or remove signees after a multi-user document is rejected by a signee. Review a document that was rejected by a signee or regenerated by any user, and determine the appropriate action to take. Initiate Multi-user Signoff on a Pending PAQ Document Reviewing a PAQ Document Rejected by a Signee Reviewing a Pending Document Regenerated by a Signee or Other User Parent topic: PAQ Document Signoff by Multiple Providers

NextGen® Enterprise EHR Help

Sign off or Reject a Multi-user Document from PAQ

Do one of the following: Log on to NextGen® Enterprise EHR as a Provider Approval Queue (PAQ)-enabled provider. If you are a provider's delegate, log on with your own credentials, and select the PAQ-enabled provider you are the delegate for in the provider list at the top of the NextGen® Enterprise EHR main window. Open the PAQ Pending tab in NextGen® Enterprise EHR. The most recent item added to the PAQ is selected by default and appears in the viewing pane on the right. If the default item is not the document for signoff, locate the document, and select to open it. You can view the electronic signatures at the bottom of the document. Note: If the encounter provider has not signed off a document that has been rejected by another signee, Sign-off and Sign-off with Actions are disabled, and you cannot sign off the document. Review the document for accuracy. Look at any comments beneath the document that were entered by the encounter provider or other signees or that were system generate

NextGen® Enterprise EHR Help

Sign off a Multi-user Document

You must be a provider to sign off the document from the Encounter History or Categories tab. If you are a delegate for a provider, you must sign off the document from the Provider Approval Queue (PAQ). You cannot reject a document you open from the Encounter History or Categories tab; you must reject it from the PAQ. If you need to revise the document that was sent to you for signoff, the best practice is to regenerate the document from the patient chart using the applicable template. If you edit the current document directly by entering free text, your changes are overwritten if another user regenerates the document. Regenerating the document disables multi-user signoff and removes the document from the PAQ of all signees. The document is returned as a single-user signoff document to the PAQ Pending tab of the encounter provider for review. The encounter provider may initiate multi-user signoff for the regenerated document. Log on to NextGen® Enterprise EHR as a PAQ-enabled provider.

NextGen® Enterprise EHR Help

Sign off PAQ Items with Actions

When you sign off a pending PAQ item, you can also execute saved actions or create new actions. You can save the actions for future use. Open NextGen® Enterprise EHR. Open the Workflow module. Select the Provider Approval Queue tab. In the Pending tab, select an item from the list. In the Items list, you can select or deselect all the items together using Select All check box. If you make a selection in either Pending or Rejected tab, the selection is saved for the other tab. You have to make separate selection for History tab. A preview of the item appears in the viewing pane. Information about the selected item appears beneath the list of items in the left pane. To display lab results in a different view, select one of the following beneath the results: Formatted Results Grid results Documents, images, or URLs To view the item in full on your screen, select Full Screen in the Workflow toolbar. Add any comments for the selected item. To activate a saved action, do one of the following

Initiate Multi-user Signoff on a Pending PAQ Document

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