EHR Work Flow/Inbox Configuration

Work Flow/Inbox Layout

1. Click on the Inbox icon from the toolbar to launch the Work Flow module.  
   
2. Right click on the blue bar at the top of the Work Flow window and select Window Configuration.
   
3. Set the Layout and Pane Configuration

Layout

Depending on your job function, you may only need access to one or two items such as Appointments and Tasks.  If so, then select one of the Layout options with only two panes – either one above the other or side by side.
If your job function also includes viewing an Email Inbox or NextMD (Patient Portal) Notifications, select one of the Layout options which include the “Inbox” pane.

Pane Configuration

The Pane Configuration is set by selecting what you would like to view in each of the panes.  The pane numbers in the Layout options do not change and correspond to the pane numbers in the Pane Configuration section. 
In the example above, the Patient Appoinments will show above the To Do Tasks when the Work Flow module is opened.
After selecting the configuration, click OK to return to the Work Flow.

Appointment List Preferences

1. Click the Provider/Resource Icon to select the appropriate resource for the user.  Select one or multiple resources depending on your needs. 
   
2. To configure the Appointments window, click the button to the left of Appointments.
   
   
   If you would like to view all appointments, including those which have been cancelled for the day, click on Show Cancelled Appointments to turn on this function.  Cancelled appointments will show in the appointment listing with a line drawn through the appointment information.
3. Select Preferences
   
   

The Appointment Preferences window allows selection of colors to correspond with the statuses in the Appointment list and set an automatic refresh of the list.

To update a color, highlight the item in the list and use the drop down to change the color.  Click the Update button to place the change in effect.
To add a new status and color, type the status exactly as it appears in the appointment list then select a color from the drop down.  Click the Add button to place the addition in effect.
Refresh Appointments
For the system to automatically refresh the appointment list instead of closing and opening the Work Flow module to refresh, check the Refresh Appointments every x minute(s) check box and enter a length of time.  One (1) minute is the minimum length of time which can be entered.
Click OK to return to the Inbox window.

Tasking Preferences

1. Click on the Task icon to the right of Task in the Work Flow module.
   
   To view only tasks assigned to you or a workgroup in which you are included, make sure Show Completed Tasks, Show Deleted Tasks, and Show Tasks Assigned to Someone Else are all unchecked.  
   
   If you would like to review any tasks you have created and sent to someone else for completion, access the Task setup at any time and check the Show Tasks Assigned to Someone Else to review these.
2. Select Preferences. 
   

The Task Preferences window allows selection of colors to correspond with the statuses in the Task list and set an automatic refresh of the list.

To change the colors of each task status, use the drop down beside the status to select a new color. 

Refresh Tasks

To refresh the task list manually and only when the Work Flow module is opened, select the Window Open radio button.
To have the system automatically refresh the task list, select the Timeout Every x minute(s) radio button and enter a length of time.  One (1) minute is the minimum length which can be entered.
If you have access to multiple practices and/or enterprises in the NextGen database, check the Task List by Enterprise/Practice check box.  This will show only those tasks assigned within the enterprise/practice in which you have logged in.  Leaving this unchecked will show all tasks for all enterprises/practices.  Those tasks not within the current enterprise/practice will show in italics.

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