NextGen Knowledge Center

Set Up Tasks for Auto Creation for Posted Payment Reason Codes

You can set up tasks to be automatically generated when a reason code is used on a posted payment or on a posted payment transaction. When set up, these tasks are not created until a payment is posted.

To set up a task to be automatically generated when a payment is posted, perform the following steps:

  1. Open or set up new Task Types.
  2. In the Source Type field, select Encounter. This field is required.
    A list of task action descriptions for the Encounter 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.
  3. 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.
  4. 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.
  5. Scroll to one of the following Reason code actions:
    • Use <Reason Code/Subgrouping> of <Unknown> used on a posted payment to create a task when a reason code is used at the line item in the ledger.
    • Use <Reason Code/Subgrouping> of <Unknown> used on a posted transaction payment to create a task when a reason code is used for the transaction.
  6. Select one or both actions by selecting the Activate column to the left of the action.
    A green check mark displays.
  7. Right-click in the Action column to select a reason code to replace <Unknown>. For detailed instructions, refer to Entering Values for the Task Type Auto Tabs.
  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.
  9. Scroll to the right to the Processed column to determine if the task type is updated nightly or immediately.
  10. Select OK.
    A task is generated each time a payment is posted as specified in the Action column.