You can setup a Task Type to automatically write-off credit balances that are less than zero at the account level. After the task is activated, accounts are automatically identified when a guarantor credit meets the defined parameters. This occurs when the third party balance is zero. Then the application automatically writes-off the credit balances.
- Access .
The Task Types List window appears.
- Select the Open Menu button and select New.
The
Task Types window appears.
- In the Task Type field, enter a free-text description for the task. This field is required.
- In the Source Type field, select Account or Encounter. This field is required.
- Complete the Task Value, Task Subgrouping 1, Task Subgrouping 2, and Note fields as needed for the task.
- Select the Auto Worker tab.
A list of auto-create actions for the Account source type display. The list represents the various events in NextGen® Enterprise PM that can be selected to automatically generate tasks.
- On the Auto Worker tab do the following:
- To define specific parameters, right-click the selected action and select Open.
The
Task Type Options window appears.
- Enter a value in the following required fields:
- Parameter 1 - select any value between 0 - 5000.
- Parameter 2 - select one of the following values:
- Create date
- Date of Patient Responsibility
- Date of Service
- Encounter Date
- First Bill Date
- Last Bill Date
- Process Date
- Parameter 3 - select a number less than zero and greater than the value in Parameter 4 field.
- Parameter 4 - select a number less than zero and less than the value in the Parameter 3 field.
Example: Parameter 3 = -30 and Parameter 4 = -15. When working with negative numbers the larger the number, the smaller the value. For example, -30.00 is a smaller value than -15.00.
- Select OK.
