Requiring Task Fields By Task Type

Field	Description
Required Fields	Select the fields that you want to be required fields when a user opens a task: Subject Details Status Priority Assigned To Start Date Follow Up Date Expiration Date Task Subgrouping 1 Task Subgrouping 2

File Maintenance Help for NextGen® Enterprise 8

Task Options Setup

The Practice Parameters section of the Task Types window provides practice-specific options for the practice you are currently logged into. While task types are shared among all practices, their setup options can vary according to these practice parameters. In other words, you can modify the task type for another practice by logging on to a different practice. To set task options, perform the following steps: In the Task Types master file, open a task type, and then select the Options tab. Select the Generate System Alert check box to generate a system alert if a worklog task was created for the task type. In addition to the system alert, users can view alert information on the Alerts of the Edit Task window in NextGen® Enterprise PM. Note: The Alerts Practice Preferences control when the alerts display in NextGen® Enterprise PM. In the Default Priority field, select the level of importance you want to set as the default for this task type. The priority displays in Worklog Manager and

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

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 8

Task Practice Preferences

You can select the fields on the Task Info tab in NextGen® Enterprise PM that are required or have default settings. When a user opens a task or when the task status is set to be completed, selected fields are displayed as required for all task types on Required tab of the Task Type master file. Tasks Practice Preference Descriptions Parent topic: Practice Preferences

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

Help Guide for NextGen® Enterprise PM 8

NextGen® Enterprise PM Task

On the Add Task window, do the following: In the Task Type field, select the type of task to be created. This field is required. Note: The Task Types available for selection are those that are setup in File Maintenance with a Source Type of Chart. In the Status field, select the default of Not Started. In the Priority field, select one of the following: High Low Normal Note: A default priority may be defined in the Task Types master file in File Maintenance. In the Subject field, enter a free-text subject for the task. In the Assigned To field, do one of the following: Select one or more Users or Task Workgroups for the task. Press the Ctrl and M keys on the keyboard to assign the task to yourself. Note: A default assigned to may be defined in the Task Types master file in File Maintenance. In the Task Subgrouping 1 and Task Subgrouping 2 fields, select subgroupings for the task, if applicable. Note: Task subgroupings are a way to categorize a task for users. Default subgroupings may b

Requiring Task Fields By Task Type

Recommendations

Task Options Setup

Set Up Tasks for Auto Completion

Set Up Tasks for Auto Creation

Task Practice Preferences

Task Types

NextGen® Enterprise PM Task

Task Options Setup

Set Up Tasks for Auto Completion

Set Up Tasks for Auto Creation

Task Practice Preferences

Task Types

NextGen® Enterprise PM Task