Overview of the Provider Approval Queue

NextGen® Mobile Help

Overview of the Provider Approval Queue

You can use the Provider Approval Queue (PAQ) in NextGen® Mobile to review and resolve PAQ items received from NextGen® Enterprise EHR. You can view PAQ items by selecting PAQ on the Hub view or from the job list. You can sort the list to switch between newest or oldest items. You can use the PAQ filters to view the required items. Note: The PAQ window is available only if the PAQ is configured for the clinic’s NextGen® Enterprise EHR. NextGen® Mobile supports the following PAQ items: Lab orders NextGen® Enterprise EHR documents Images NextGen® Document Management scanned items SAP® Crystal Reports® You can view a PAQ item, and do the following: Sign off on the item Open the patient chart from the item Reject or reassign the item Add a note to the item Create tasks for yourself or other users from the item Note: You cannot create tasks for reports created with SAP® Crystal Reports®software. Sign off on the item with one or more of the following actions: Open the patient chart after sig

NextGen® Mobile Help

Sign Off PAQ Items Directly with Actions

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 Note: Action sets that contain only unsupported actions are not available for selection. Unsupported actions in an action set are not run on the PAQ item. Select the action set.If the action set contains only supported items, the sign off process completes. If the action set contains unsupported items, a message appears stating that there are one or more unsupported actions and NextGen®

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 to Create Tasks with Sign Off

Before you begin You must be a NextGen user with necessary permissions for creating tasks. You can assign Provider Approval Queue (PAQ) items as tasks to one or more users or work groups after signing off the items. Note: You cannot create tasks for SAP® Crystal Reports®. 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 task creation option, select Task 1, Task 2, or both. Note: The options Task 1 and Task 2 are not available in the following conditions: When you do not have the necessary permissions for creating tasks in Admin Console. When the PA

NextGen® Mobile Help

Create Tasks with Direct Sign Off of PAQ Items

Before you begin You must be a NextGen user with necessary permissions for creating tasks. You can assign Provider Approval Queue (PAQ) items as tasks to one or more users or work groups after signing off the items. Note: You cannot create tasks for SAP® Crystal Reports®. 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 Note: Action sets that contain only unsupported actions are not available for selection. Unsupported actions in an action set are not run on the PAQ item. Select the action set to create tasks.If the action set contains only supported items, the sign off process completes and the task is assigned to the default recipients. If the action set contains unsupported actions, a message appears stating that there are one or more unsupported actions and NextGen® Mobile can run only supported actions. To co

NextGen® Mobile Help

Add Signees with Direct Sign Off of PAQ Items

Before you begin To assign a Provider Approval Queue (PAQ) item to another provider for approval, you must confirm that you are the primary provider responsible for the item. You can assign NextGen® Enterprise EHR documents to another provider for approval. 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 Note: Action sets that contain only unsupported actions are not available for selection. Unsupported actions in an action set are not run on the PAQ item. Select the action set to add signees.If the action set contains only supported items, the sign off process completes and the item is assigned to the default signees. If the action set contains unsupported items, a message appears stating that there are one or more unsupported actions and NextGen® Mobile can run only supported actions. To complete the sign off,

Overview of the Provider Approval Queue

Recommendations

Overview of the Provider Approval Queue

Sign Off PAQ Items Directly with Actions

Select Action Sets or Actions for Sign Off

Select Action Sets or Actions to Create Tasks with Sign Off

Create Tasks with Direct Sign Off of PAQ Items

Add Signees with Direct Sign Off of PAQ Items

Overview of the Provider Approval Queue

Overview of the Provider Approval Queue

Sign Off PAQ Items Directly with Actions

Select Action Sets or Actions for Sign Off

Select Action Sets or Actions to Create Tasks with Sign Off

Create Tasks with Direct Sign Off of PAQ Items

Add Signees with Direct Sign Off of PAQ Items