NextGen Knowledge Center

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:

  1. Open or set up new task types.
  2. Select the Open Menu button on the Task Types List and select New.
  3. Set up the task options on the Options tab as necessary.
  4. Select the Auto Creation tab.

  5. Enter a description of the task in the Task Type field. This field is required.
  6. 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.
  7. 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 you can select to automatically generate tasks. Each task generates either immediately or nightly.

  8. In the Default Assigned To for all selectedactions field, select who you would like to follow up on the tasks that are generated from these Auto Creation actions.
  9. If you selected Account in the Source Type field, additional options display that enable you to exclude encounters. The auto creation actions can exclude encounters in a specified billing or budget status when NextGen® Enterprise PM calculates the totals and creates the tasks. If you want to exclude encounters from the Auto Creation actions, select from these options:
    • Exclude encounter status for applicable auto create actions field
    • Exclude encounters in budget status for applicable auto create actions check box

  10. Select an Action by selecting in the Activate column to the left of the action.
    A green check mark displays in the Activate column.
  11. Right-click in the Action column to enter a value, if applicable.
  12. 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.
  13. Scroll to the right to the Processed column to see whether the task type is updated nightly or immediately.
  14. Select OK.
    A task is generated each time the conditions specified in the Action column occur.