NextGen Knowledge Center

Set Up Auto Worker Tasks for Small Balance Write-Offs

You can set up tasks to automatically write off small balances each night based on selecting an action from a list. These tasks are 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.

Auto Worker creates a transaction batch and, on the next day, the NextGen® Enterprise PM user must post the transaction batch. For each day that the batch is not posted, auto worker continues to create additional tasks for the same encounter and new batches will be created every day.

To set up a task to automatically write off small balances, perform the following steps:

  1. Open or set up new task types.
  2. On the Task Types dialog box, select the Options tab, then set the Default Priority to Low, Normal, or High.

  3. Select the Auto Creation tab.

  4. 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 represent events that occur in the application that can be selected to automatically generate tasks.

  5. Select the drop-down arrow in the Default Assigned To for all selected actions and select who you would like to assign this task to.
  6. On the Auto Creation and Auto Worker tabs, select from the available Actions by selecting in the Activate column to the left of the action.
    A green check mark displays next to in the Activate column.
    To write off...On the Auto Creation tab, select from these actions...Then on the Auto Worker tab, select this nightly action...
    Patient balances, based on the transaction code, for a specific encounter
    • Encounter is greater than <0> days old from <Unknown> and patient balance is between <$0.00> and <$0.00> for <financial class/payer> <Unknown> where <financial class/payer> is <Unknown>
    • Encounter is greater than <0> days old from <Unknown> and patient balance is less than <$0.00> for <financial class/payer> <Unknown> where <financial class/payer> is <Unknown>
    		Small balance write-off using transaction code <Unknown> for patient balance
    The entire encounter balance
    • Encounter is greater than <0> days old from <Unknown> and total balance is between <$0.00> and <$0.00> for <financial class/payer> <Unknown> where <financial class/payer> is <Unknown>
    • Encounter is greater than <0> days old from <Unknown> and total balance is less than <$0.00> for <financial class/payer> <Unknown> where <financial class/payer> is <Unknown>
    		Small balance write-off using transaction code <Unknown> for patient balance, transaction code <Unknown> for 3rd party balance
  7. For the selected actions on the Auto Creation and Auto Worker tabs, right-click in the Action column to enter values for the parameters.
    A task generates each time the conditions specified in the Action columns occur.
  8. If you want to override the default user or group that the tasks are assigned to, then right-click in the Override Assigned To field, and then select Open to select a new user or group.