Task Types

File Maintenance Help for NextGen® Enterprise 8

Task Types

Task types enable you to organize and manage tasks that are performed at your practice. They identify tasks according to the type of activity performed within a specific part of the application. You specify the part of the application (the Source Type) where the activity is performed. In NextGen® Enterprise PM, task types are used in the Worklog. To set up task types, perform the following steps: From the Master Files - System list, select System or PM > Task Types. The Task Types window displays. Select the Open Menu button on the Task Types list and select New. Enter a description of the task in the Task Type field. This is a required field. In the Source Type field, select the area of the application that the task applies to. This is a required field. Valid source types include: Account Appointment Appointment Request Appointment Waitlist Encounter Chart Invoice Transaction User Select the up and down arrows in the Task Value field to assign a value to the task. The higher the numbe

File Maintenance Help for NextGen® Enterprise

Set Up Tasks for Auto Creation

You can set up tasks to be automatically generated based on the actions selected from a list. The list of actions is specific to each source type. To set up a task to automatically generate, perform the following steps: Open or set up new Task Types. Select the Open Menu button on the Task Types List and select New. Set up the task options on the Options tab as necessary. Select the Auto Creation tab. Enter a description of the task in the Task Type field. This field is required. 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 important than the tasks with values of 1 and 5. In the Source Type field, select a source type. This field is required. A list of task a

File Maintenance Help for NextGen® Enterprise 8

Set Up Tasks for Auto Creation

You can set up tasks to be automatically generated based on the actions selected from a list. The list of actions is specific to each source type. To set up a task to automatically generate, perform the following steps: Open or set up new task types. Select the Open Menu button on the Task Types List and select New. Set up the task options on the Options tab as necessary. Select the Auto Creation tab. Enter a description of the task in the Task Type field. This field is required. 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 important than the tasks with values of 1 and 5. In the Source Type field, select a source type. This field is required. A list of task a

File Maintenance Help for NextGen® Enterprise

Set Up Tasks for Auto Creation by Location

On the Auto Create Location tab on the Task Types dialog box, you can set tasks to be automatically assigned to a group or to users based on the location. When any task is created for an appointment, appointment waitlist, or encounter task type, and the appointment or encounter matches the location selected on this tab, the task is assigned to the selected users and groups. To set up a task to automatically generate, perform the following steps: Open or set up new Task Types. In the Source Type field, select either Appointment or Encounter as the source type. This field is required. The Auto Create Location tab is enabled. On the Auto Creation tab, select the actions that trigger the task. For more information, refer to Set Up Tasks for Auto Creation. 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,

File Maintenance Help for NextGen® Enterprise 8

Set Up Tasks for Auto Creation by Location

On the Auto Create Location tab on the Task Types dialog box, you can set tasks to be automatically assigned to a group or to users based on the location. When any task is created for an appointment, appointment waitlist, or encounter task type, and the appointment or encounter matches the location selected on this tab, the task is assigned to the selected users and groups. To set up a task to automatically generate, perform the following steps: Open or set up new task types. In the Source Type field, select either Appointment or Encounter as the source type. This field is required. The Auto Create Location tab is enabled. On the Auto Creation tab, select the actions that trigger the task. 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 the

File Maintenance Help for NextGen® Enterprise 8

Set Up Tasks for Auto Completion

You can set up tasks to be automatically completed based on selecting an action from the list. Tasks can be set up for auto completion regardless of whether they are manually or automatically created. Auto-completion occurs when the system recognizes that the desired results related to the completion of the task have been met. Upon auto-completion, the tasks are marked with the completion date and either the default or override completion reason. To set up a task to be automatically completed, perform the following steps: Open or set up new ttask types. Select the Auto Completion tab. Enter a description of the task in the Task Type field. This field is required. In the Source Type field, select a source type. This field is required. A list of task action descriptions for that source type display in the Action column. the items in the list represent events that occur in the application that may be selected to automatically compltete a task. If you want to assign a value to the task for

Task Types

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