Critical Issues NewsFlash - Tasks Do Not Appear in Patient Charts When Marked as Review Required from Single File Upload or Document Inbox

Potential Patient Safety

Tasks Do Not Appear in Patient Charts When Marked as Review Required from Single File Upload or Document Inbox

Release Date

October 17, 2023

Known Issue #

KI202137

Issue

In NextGen® Office EHR, tasks do not appear in the patient chart in the Task and Messages tab when marked as review required from Single File Upload or Document Inbox.

Steps to Reproduce

Single File Upload Workflow

1. In NextGen® Office EHR, select Documents on the bottom navigation bar.
2. Select Single File Upload.
3. Select Browse, and then select a file from your computer.
4. Search for and select the patient in the Patient search field.
5. Select Yes for Review Required Task, and then select Upload.
6. Open the patient chart, and then select the Task and Messages tab.

Document Inbox Workflow​​​​

1. In NextGen® Office EHR, select Documents on the bottom navigation bar.
2. Select Document Inbox.
3. Select a document, and then select the pages.
4. Search for and select the patient in the Patient search field.
5. Enter the document title.
6. Select Yes for Review Required Task, and then select Save.
7. Open the patient chart, and then select the Task and Messages tab.

Action Required

No user action is required.

Status

The fix was deployed on the December 14 2023 release

Clients who are experiencing this issue can link their practice to this issue from NextGen Healthcare Success Community (https://www.community.nextgen.com). Open the Known Issues tab, select the known issue that is affecting your practice, and select the This Known Issue Affects me check box. NextGen Healthcare will create a case on your behalf and keep you updated on the status of this issue.