NextGen Knowledge Center

Set Up Tasks for Auto Creation by Location

On the Auto Create Location tab on the Task Types dialog box, you can set tasks to be automatically assigned to a group or to users based on the location. When any task is created for an appointment, appointment waitlist, or encounter task type, and the appointment or encounter matches the location selected on this tab, the task is assigned to the selected users and groups.

To set up a task to automatically generate, perform the following steps:

  1. Open or set up new task types.
  2. In the Source Type field, select either Appointment or Encounter as the source type. This field is required.
    The Auto Create Location tab is enabled.
  3. On the Auto Creation tab, select the actions that trigger the task.
  4. 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.
  5. Select the Auto Create Location tab.

  6. In the Default Assigned To By Location for all selected actions field, select the location for all the actions activated on the Auto Creation tab.
    You must select a location before you can select users or groups in the next step.
  7. Under Users/Groups, select the user or group that you want to assign the task to, then select .
    The user or group is added to the Selected Users/Groups list.
  8. To remove a user or group, select the user or group in the Selected Users/Groups list, then select .
    The user or group is removed from the list.
  9. To remove all users and groups from the Selected Users/Groups list, right-click in the list, then select Clear.
  10. Select OK.
    A task is generated each time the rendering provider for an appointment or encounter matches the provider selected on this tab. The task is then assigned to the selected users and groups.