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 .
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 select Open from the menu.
The
Task Type Options window opens.
- Complete Parameters 1, 2, 3 to define specific parameters that will cause the task to auto-create.
- To save changes and close the window, select OK.
The
Task Types window reopens.
The Auto-Creation parameters are now complete. The task will auto-create nightly when an Authorization meets the defined parameters. The task will be assigned to the selected users.
- To save changes and close the window, select OK.
