Setting Up Tasks for Auto Worker

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 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 Wait List Tasks

To set up a Wait List task, perform the following steps: In the Source Type field, select Appointment Waitlist. In the Task Type field, enter a name for the task type. Select the Auto Creation tab. A list of task action descriptions for the 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. 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. If you want the Worklog Manager to check for a waitlist match in real-time or nightly, select the one of the following actions: 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 waitlis

File Maintenance Help for NextGen® Enterprise

Setting Up Tasks for Auto Worker

You can set up tasks to be automatically processed each night without any human interaction. 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. The list of available Auto Worker actions changes depending on the selection in the Source Type field and which Auto Creation actions are selected. Notes: Because the auto worker processes tasks unattended, you cannot activate an Auto Completion action and an Auto Worker action in the same task. When you open an automatically-worked task in NextGen® Enterprise PM, Auto Worker is selected by default in the Completed By field; and the Completed By and the Completion date fields cannot be changed. Auto Worker also displays as the Completed By user ID in task detail reports. In NextGen® Enterprise PM, you cannot select Auto Worker for a task that has not been automatically worked. Set

File Maintenance Help for NextGen® Enterprise 8

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: Open or set up new task types. On the Task Types dialog box, select the Options tab, then set the Default Priority to Low, Normal, or High. Select the Auto Creation tab. In the Source Type field, select Encounter. This is a required field. A list of task action descriptions for that source t

Setting Up Tasks for Auto Worker

Recommendations

Task Options Setup

Set Up Tasks for Auto Creation

Set Up Tasks for Auto Completion

Set Up Wait List Tasks

Setting Up Tasks for Auto Worker

Set Up Auto Worker Tasks for Small Balance Write-Offs

Setting Up Tasks for Auto Worker

Task Options Setup

Set Up Tasks for Auto Creation

Set Up Tasks for Auto Completion

Set Up Wait List Tasks

Setting Up Tasks for Auto Worker

Set Up Auto Worker Tasks for Small Balance Write-Offs