Generating Worklog Tasks Using Reason Codes

File Maintenance Help for NextGen® Enterprise 8

Generating Worklog Tasks Using Reason Codes

You can create an automatic self-generating task list, or worklog, by using your Reason Code Library. Make sure that your default Reason Code library is assigned. You can use reason codes, remark codes, and reason code subgroupings to automatically create tasks for the following actions: <Reason Code/Subgrouping> of <Unknown> is used in conjunction with SIM <Unknown> and <financial class/payer> <Unknown> where <financial class/payer> is <Unknown> <Reason Code/Subgrouping> of <Unknown> is used in conjunction with SIM <Unknown> and modifier <Unknown> <Reason Code/Subgrouping> of <Unknown> is used in conjunction with SIM <Unknown>, modifier <Unknown> and <financial class/payer> <Unknown> where <financial class/payer> is <Unknown> <Reason Code/Subgrouping> of <Unknown> used on a posted payment <Reason Code/Subgrouping> of <Unknown> used on a posted transaction payment For the <Reason Code/Subgrouping> parameter, you select either Reason Code, which includes remittance advice remark codes,

File Maintenance Help for NextGen® Enterprise

Set Priority for Reason Codes

Reason codes are displayed on the Payment Entry window of NextGen® Enterprise PM in the order set in File Maintenance. You can sort this order based on priority. Open File Maintenance and select Libraries > Reason Codes. The Reason Codes List window. Select a library, and then right-click and select Reason Code Priority. A list of reason codes for a library are displayed in a window. Use the arrows to promote or demote a reason code. Note: For a new reason code library or for any new reason codes added to an existing reason code library, the sequence number is initially blank. After the priorities are changed in the priority window, the sequence number or priority numbers are displayed for all reason codes. When priorities are set for a new reason code library, the sequence numbers usually start from 0, 1, 2, and so on. It is possible for two different reason codes to have the same sequence number. When you unhide a reason code, it goes back to its original sequence number. Parent topi

File Maintenance Help for NextGen® Enterprise

Set Up Tasks for Auto Creation for Posted Payment Reason Codes

You can set up tasks to be automatically generated when a reason code is used on a posted payment or on a posted payment transaction. When set up, these tasks are not created until a payment is posted. To set up a task to be automatically generated when a payment is posted, perform the following steps: Open or set up new Task Types. In the Source Type field, select Encounter. This field is required. A list of task action descriptions for the Encounter source type display in the Action column. the items in the list represent events that occur in the application that you can select to automatically generate tasks. If you want to assign a value to the task for reporting purposes, select the up and down arrows in the Task Value field. The higher the number, the more important the task is. This number ranks all of the tasks by source type. Therefore, if you have three tasks with a source type of encounter and they have task values of 1, 5, and 10, the task with a task value of 10 is more im

File Maintenance Help for NextGen® Enterprise 8

Set Up Tasks for Auto Creation for Posted Payment Reason Codes

You can set up tasks to be automatically generated when a reason code is used on a posted payment or on a posted payment transaction. When set up, these tasks are not created until a payment is posted. To set up a task to be automatically generated when a payment is posted, perform the following steps: Open or set up new Task Types. In the Source Type field, select Encounter. This field is required. A list of task action descriptions for the Encounter source type display in the Action column. the items in the list represent events that occur in the application that you can select to automatically generate tasks. If you want to assign a value to the task for reporting purposes, select the up and down arrows in the Task Value field. The higher the number, the more important the task is. This number ranks all of the tasks by source type. Therefore, if you have three tasks with a source type of encounter and they have task values of 1, 5, and 10, the task with a task value of 10 is more im

File Maintenance Help for NextGen® Enterprise 8

Setup Auto-Create Tasks for Transactions Posted to a Voided Charge

You can setup a Task Type to automatically generate tasks when a payment or adjustment transaction is posted, either manually or by ERA, to a voided charge. Note: In order for ERA transactions to auto-create tasks, the Post to a voided charge option must be enabled in the Default tab of Remittance Profile Library. Access File Maintenance. Select System Master Files > PM > Tasks Types. The Task Types List window appears. Select the Open Menu button and select New. The Task Types window appears. In the Task Type field, enter a free-text description for the task. This field is required. In the Source Type field, select Encounter. This field is required. Complete the Task Value, Task Subgrouping 1, Task Subgrouping 2, and Note fields as needed for the task. Select the Auto Creation tab. A list of auto-create actions for the Encounter source type display. The list represents the various events in NextGen® Enterprise PM that can be selected to automatically generate tasks. In the Default Ass

File Maintenance Help for NextGen® Enterprise

Setup Auto-Create Tasks for Transactions Posted to a Voided Charge

You can setup a Task Type to automatically generate tasks when a payment or adjustment transaction is posted, either manually or by ERA, to a voided charge. Note: In order for ERA transactions to auto-create tasks, the Post to a voided charge option must be enabled in the Default tab of Remittance Profile Library. Access File Maintenance. Select System Master Files > PM > Tasks Types. The Task Types List window appears. Select the Open Menu button and select New. The Task Types window appears. In the Task Type field, enter a free-text description for the task. This field is required. In the Source Type field, select Encounter. This field is required. Complete the Task Value, Task Subgrouping 1, Task Subgrouping 2, and Note fields as needed for the task. Select the Auto Creation tab. A list of auto-create actions for the Encounter source type display. The list represents the various events in NextGen® Enterprise PM that can be selected to automatically generate tasks. In the Default Ass

Generating Worklog Tasks Using Reason Codes

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Generating Worklog Tasks Using Reason Codes

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Set Up Tasks for Auto Creation for Posted Payment Reason Codes

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