Set Up Wait List Tasks

For this process...	Select this action...	Task auto creation is triggered...
In real-time	Waitlist matches open appointment slot. Note: You must manually enable real-time waitlist processing.	For any scheduling change. The scheduling update process will run before the tasks update process runs; and a task is created for any waitlist that matches open slots based on criteria set in NextGen® Enterprise PM.
Nightly	Waitlist batch update to match potential candidates to open appointment slots	When a user: Cancels an appointment. Reschedules an appointment. Deletes an appointment. Deletes a waitlist.

For this process...	Select this action...	Task auto creation is triggered when...
In real-time	Waitlist completed successfully	A waitlist completes successfully.
In real-time	Waitlist modified or deleted	A waitlist is modified or waitlist is deleted.
In real-time	Waitlist no longer matches open appointment slot due to another appointment being booked	A slot slated for a waitlist is taken by another appointment booking.
Nightly	Waitlist no longer has open slot available	There is any scheduling change. The scheduling update process will run before the tasks update process runs. Any tasks that exist for a waitlist that no longer has a slot available due to the current state of the appointment book are Auto Completed.

File Maintenance Help for NextGen® Enterprise 8

Task Options Setup

The Practice Parameters section of the Task Types window provides practice-specific options for the practice you are currently logged into. While task types are shared among all practices, their setup options can vary according to these practice parameters. In other words, you can modify the task type for another practice by logging on to a different practice. To set task options, perform the following steps: In the Task Types master file, open a task type, and then select the Options tab. Select the Generate System Alert check box to generate a system alert if a worklog task was created for the task type. In addition to the system alert, users can view alert information on the Alerts of the Edit Task window in NextGen® Enterprise PM. Note: The Alerts Practice Preferences control when the alerts display in NextGen® Enterprise PM. In the Default Priority field, select the level of importance you want to set as the default for this task type. The priority displays in Worklog Manager and

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

File Maintenance Help for NextGen® Enterprise 8

Set Up Tasks for Auto Creation by Rendering Provider

On the Auto Create Rendering tab on the Task Types dialog box, you can set tasks to be automatically assigned to a group or to users based on the rendering provider. When a task is created for an appointment, appointment waitlist, or encounter task type, and the rendering provider on the appointment or encounter matches the rendering physician selected on this tab, the task is assigned to the selected users and groups. Note: You can choose to assign tasks either according to location or according to provider. If you select users or groups on the Auto Create Rendering tab, the Auto Create Location tab becomes unavailable. Likewise, if you select users or groups on the Auto Create Location tab, the Auto Create Rendering tab becomes unavailable. To set up a task to automatically generate, perform the following steps: Open or set up new task types. In the Source Type field, select either Appointment or Encounter as the source type. This is a required field. The Auto Create Rendering tab is

File Maintenance Help for NextGen® Enterprise 8

Set Up Tasks for Auto Completion

You can set up tasks to be automatically completed based on selecting an action from the list. Tasks can be set up for auto completion regardless of whether they are manually or automatically created. Auto-completion occurs when the system recognizes that the desired results related to the completion of the task have been met. Upon auto-completion, the tasks are marked with the completion date and either the default or override completion reason. To set up a task to be automatically completed, perform the following steps: Open or set up new ttask types. Select the Auto Completion tab. Enter a description of the task in the Task Type field. This field is required. 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 may be selected to automatically compltete a task. If you want to assign a value to the task for

File Maintenance Help for NextGen® Enterprise 8

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: Open or set up new task types. 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. On the Auto Creation tab, select the actions that trigger the task. 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 the

File Maintenance Help for NextGen® Enterprise 8

Task Types

Task types enable you to organize and manage tasks that are performed at your practice. They identify tasks according to the type of activity performed within a specific part of the application. You specify the part of the application (the Source Type) where the activity is performed. In NextGen® Enterprise PM, task types are used in the Worklog. To set up task types, perform the following steps: From the Master Files - System list, select System or PM > Task Types. The Task Types window displays. Select the Open Menu button on the Task Types list and select New. Enter a description of the task in the Task Type field. This is a required field. In the Source Type field, select the area of the application that the task applies to. This is a required field. Valid source types include: Account Appointment Appointment Request Appointment Waitlist Encounter Chart Invoice Transaction User Select the up and down arrows in the Task Value field to assign a value to the task. The higher the numbe

Set Up Wait List Tasks

Recommendations

Task Options Setup

Set Up Tasks for Auto Creation

Set Up Tasks for Auto Creation by Rendering Provider

Set Up Tasks for Auto Completion

Set Up Tasks for Auto Creation by Location

Task Types

Task Options Setup

Set Up Tasks for Auto Creation

Set Up Tasks for Auto Creation by Rendering Provider

Set Up Tasks for Auto Completion

Set Up Tasks for Auto Creation by Location

Task Types