Set up the Keep Me Signed on until Logout Preference

NextGen® Enterprise EHR Help

Set up PAQ Refresh Preferences

You can set up the preferences for the PAQ items to refresh when required. From the Provider Approval Queue menu, select Preferences. The PAQ Preferences window opens, with the General tab in view. In the Refresh Items section, do one of the following: To refresh the items on the PAQ tab when it is open, select On Window/Tab Open. This option refreshes the PAQ when the PAQ tab is the current tab when you open the Workflow Module window or the tab you select after the window is open. This option is not intended to refresh more than one tab simultaneously. To set a timer for refreshing the PAQ when the Workflow Module window is open, select Every X Minute(s). Then select the up or down arrow to enter the refresh interval in minutes. Use integers only. Note: You cannot enter a number lower than the value entered in the Provider Approval Queue Universal Preference for the Minimum Refresh Rate for PAQ. If the value set in Universal Preferences is greater than 99, you cannot change it. 99 is

NextGen® Enterprise EHR Help

PAQ General Tab Preference Options

The General tab on the PAQ Preferences window enables you to set up custom preferences to do the following. Stay signed on to the PAQ until you log off. Have the first item in your queue selected when you open the PAQ. View PAQ items across practices. Set up the PAQ sort order. Set up the PAQ timestamp display properties. Set up whether pending and rejected documents and images are displayed in the Encounter History tab. Set up how often the PAQ is refreshed. Set up the order results view. Copy document and image signoff comments to linked lab and radiology orders. You can copy PAQ Options from one user to another within the same practice using the Copy User Preferences option in the Admin menu in NextGen® Enterprise EHR. For more information, go to the NextGen Healthcare Success Community, and download the Layout and Preferences Guide forNextGen®Enterprise EHR. Set up the Keep Me Signed on until Logout Preference Procedure to set up the user or provider signed in until logout. Set up

NextGen® Mobile Help

Select Action Sets or Actions for Sign Off

Before you begin You must be a NextGen® Enterprise user to sign off Provider Approval Queue (PAQ) with actions in NextGen® Mobile. You can take one or more of the following actions while signing off a Provider Approval Queue (PAQ) item: Open the patient chart Add one or more signees to sign off NextGen® Enterprise EHR documents Add one or more users or work groups as task recipients Open NextGen® Mobile.The Hub view opens. Select PAQ, and then select an item from the list.The PAQ item opens. Open PAQ item Select Sign w/ action.The list of available action sets appears. The list of available action sets Select Launch Sign Off With Actions.The Sign Off With Actions window opens. Sign off with actions view Note: You can select Sign off without Actions on the Sign Off With Actions view to sign off the PAQ item without any actions. Do one of the following: To sign off with one or more actions, select the actions. To sign off using an available action set, select the action set from Select A

NextGen® Mobile Help

Select Action Sets or Actions for Sign Off

Before you begin You must be a NextGen® Enterprise user to sign off Provider Approval Queue (PAQ) with actions in NextGen® Mobile. You can take one or more of the following actions while signing off a Provider Approval Queue (PAQ) item: Open the patient chart Add one or more signees to sign off NextGen® Enterprise EHR documents Add one or more users or work groups as task recipients Open NextGen® Mobile.The Hub view opens. Select PAQ, and then select an item from the list.The PAQ item opens. Open PAQ item Select Sign w/ action.The list of available action sets appears. The list of available action sets Select Launch Sign Off With Actions.The Sign Off With Actions window opens. Sign off with actions view Note: You can select Sign off without Actions on the Sign Off With Actions view to sign off the PAQ item without any actions. Do one of the following: To sign off with one or more actions, select the actions. To sign off using an available action set, select the action set from Select A

NextGen® Enterprise EHR Help

General Preferences

The General tab enables you to set the following preferences: Patient selection Orders CPOE Queue Synchronization settings Logout time Knowledgebase Notifications Initial module Spell check Set up Patient Selection Preferences Orders Preferences Disable Incomplete Orders Notification You can disable the CPOE incomplete orders notification in NextGen® Enterprise EHR in Tools > Preferences. Set up Synchronization Settings Preferences Logout After Preference The Logout After preference enables you to set up a time interval for automatic log off in NextGen® Enterprise EHR. Set up the Knowledgebase Preference Set up the Notifications Preference Set up the Initial Module Preference Spell Check Preference Parent topic: User Preferences

NextGen® Enterprise EHR Help

Save an Action Set for PAQ Signoff with Actions

You can save the follow-up actions that are used for signing off pending PAQ items. Action sets are specific to the logged-on user. For practices that have clinical staff as delegates for the PAQ, these users can have their own action sets that apply across any provider’s PAQ that they are accessing. Action sets built in the PAQ are also available under the Actions list in the Workflow window Clinical Tasking tab for PAQ Action items. When you create an action set, you may also want to consider next-step actions to use on incoming tasks. Access the Workflow module. Select the Provider Approval Queue tab. To save the action set for from the list, in the Pending tab, select the item. Select Sign-off with Actions in the toolbar. An Action panel appears on the left, with check boxes for the following actions: Open Chart Lock Encounter Send To Patient Portal Task 1 Task 2 Launch Document Launch Image Launch Template Add Additional Signee(s) The check box appears for multi-user signoff on Ne

Set up the Keep Me Signed on until Logout Preference

Recommendations

Set up PAQ Refresh Preferences

PAQ General Tab Preference Options

Select Action Sets or Actions for Sign Off

Select Action Sets or Actions for Sign Off

General Preferences

Save an Action Set for PAQ Signoff with Actions

Set up the Keep Me Signed on until Logout Preference

Set up PAQ Refresh Preferences

PAQ General Tab Preference Options

Select Action Sets or Actions for Sign Off

Select Action Sets or Actions for Sign Off

General Preferences

Save an Action Set for PAQ Signoff with Actions