Enter Values for the Financial Class/Payer Parameter

File Maintenance Help for NextGen® Enterprise 8

Enter Values for the Task Type Auto Tabs

To enter a numeric value for Auto Creation/Completion: From any of the Auto tabs on the Task Types dialog box, select the action that requires the entry of a value (indicated by a 0 or <unknown>) by selecting in the Activate column next to the action. A green check mark displays. Right-click on the Action name that you selected, and then select Open. The Task Type Options window displays. Enter a value in the Parameter fields. Depending on the action selected, the number of parameter fields displayed and the method of entering a value will vary. Enter the value for each parameter field by using the appropriate method: Typing an alphanumeric entry Selecting the up and down arrows Selecting the drop-down arrow and selecting a value from the list Selecting multiple items. Select the Open Record button, then use the arrows to move items from the Available list to the Included list. If the Source Type is Account or Encounter and the Action is on the Auto Creation tab, you can select an agin

File Maintenance Help for NextGen® Enterprise 8

Set Up Auto Worker Tasks to Move Balances to Patient Responsibility

This auto worker option in task types automatically moves balance from one bucket to another. For example, when the patient's insurance does not pay a balance after a specified number of days, the balance automatically moves to patient responsibility. This task is worked automatically by the application based on the Auto Worker action chosen and completed. The completed task is then reflected in the Worklog and the Edit Task dialog box in NextGen® Enterprise PM. For an encounter-based task type, the auto create action that triggers this is No third party payment received for 0 days since the claim process date for financial class <Unknown>. To set up a task to automatically move balances, perform the following steps: Open or set up new task types. On the Task Types dialog box, select the Auto Creation tab. In the Source Type field, select Encounter. This is a required field. A list of task action descriptions for that source type display in the Action column. The items in the list repr

File Maintenance Help for NextGen® Enterprise 8

Set Up Tasks for Auto Creation by Payer

On the Auto Create Payer/Fin Class tab on the Task Types window, you can set tasks to be automatically assigned to a group or to users based on the payer or the payer's financial class. When a task is created for an encounter task type, and the 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 a new task types. In the Source Type field, select Encounter. 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 they have task values of 1, 5, and 10, the task with a task value

Help Guide for NextGen® Enterprise PM 8

Set Up Auto-Create Tasks for Remaining Authorizations

Work log can be set up to auto-create tasks when patient authorizations for specific Payers or Financial Classes have less than a specified number of units remaining. Access File Maintenance. Select System Master Files > PM > Task Types. The Task Types List window opens. select Open Menu and select New. The Task Types window opens. In the Task Type field, enter a description for the task. This field is required. In the Source Type field, select Chart. This field is required. Complete additional fields and the Options tab parameters as needed. Select the Auto Creation tab. Task Types window; Auto Creation tab In the Default Assigned To for all Selected Actions field, select one or more users. In the Activate column, select one of the following auto-create actions. Authorizations with less than 0 encounter(s) remaining for <financial class/payer> <Unknown> Authorizations with less than 0 unit(s) remaining for <financial class/payer> <Unknown> A green check mark displays in the column. Ri

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 8

Set Up Auto-Create Tasks for Remaining Authorizations

Work log can be set up to auto-create tasks when patient authorizations for specific Payers or Financial Classes have less than a specified number of units remaining. Access File Maintenance. Select System Master Files > PM > Task Types. The Task Types List window opens. select Open Menu and select New. The Task Types window opens. In the Task Type field, enter a description for the task. This field is required. In the Source Type field, select Chart. This field is required. Complete additional fields and the Options tab parameters as needed. Select the Auto Creation tab. In the Default Assigned To for all Selected Actions field, select one or more users. In the Activate column, select one of the following auto-create actions. Authorizations with less than 0 encounter(s) remaining for <financial class/payer> <Unknown> Authorizations with less than 0 unit(s) remaining for <financial class/payer> <Unknown> A green check mark displays in the column. Right-click on the selected action and

Enter Values for the Financial Class/Payer Parameter

Recommendations

Enter Values for the Task Type Auto Tabs

Set Up Auto Worker Tasks to Move Balances to Patient Responsibility

Set Up Tasks for Auto Creation by Payer

Set Up Auto-Create Tasks for Remaining Authorizations

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

Set Up Auto-Create Tasks for Remaining Authorizations

Enter Values for the Task Type Auto Tabs

Set Up Auto Worker Tasks to Move Balances to Patient Responsibility

Set Up Tasks for Auto Creation by Payer

Set Up Auto-Create Tasks for Remaining Authorizations

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

Set Up Auto-Create Tasks for Remaining Authorizations