Set Up Auto-Create Tasks for System-Level Claim Edits

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

Setup Auto-Create Tasks for Credit Balance Write-Offs

You can setup a Task Type to automatically write-off credit balances that are less than zero at the account or encounter level. After the task is activated, accounts are automatically identified when a guarantor credit meets the defined parameters. This occurs when the third party balance is zero. Then the application automatically writes-off the credit balances. Access File Maintenance 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 Account or 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 Account source type display. The list represents the various events in NextGen® Enterprise PM that can be selected

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

Help Guide for NextGen® Enterprise PM 8

Set Up Auto-Create Tasks for System-Level Claim Edits

You can setup a Task Type to automatically generate tasks when a system-level claim edit fails during the Claim Edits process or during the Billing process in NextGen® Enterprise PM. For system-level claim edit failures to auto-create tasks, one or both of the following options must be enabled in Enterprise Preferences on the General tab: Create tasks during claim edits Create tasks during billing process Access File Maintenance. Select System Master Files > PM > Tasks Types. The Task Types List window opens. 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 Next

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

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

Set Up Auto-Create Tasks for System-Level Claim Edits

Recommendations

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

Setup Auto-Create Tasks for Credit Balance Write-Offs

Set Up Auto-Create Tasks for Remaining Authorizations

Set Up Auto-Create Tasks for System-Level Claim Edits

Set Up Tasks for Auto Creation

NextGen® Enterprise PM Task

Set Up Auto-Create Tasks for System-Level Claim Edits

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

Setup Auto-Create Tasks for Credit Balance Write-Offs

Set Up Auto-Create Tasks for Remaining Authorizations

Set Up Auto-Create Tasks for System-Level Claim Edits

Set Up Tasks for Auto Creation

NextGen® Enterprise PM Task