Task Approval Profiles

File Maintenance Help for NextGen® Enterprise

Task Approval Profiles

The Task Approval Profile master file defines which users at particular locations have the authority to approve tasks. You assign the profiles to Task AutoCreation actions. When a transaction has a source type of: Encounter or Invoice, the location from the encounter or invoice determines which profile to use for task approval. Account or Budget, there is no associated location to determine which profile to use. You can set a default Task Approval Profile for these kinds of transactions in the Tasks Practice Preferences. If you want to restrict users from entering transactions for specific source types, modify the Operations > Payment Entry security rights in System Administrator. Set Up A Task Approval Profile Parent topic: Master Files - Practice

File Maintenance Help for NextGen® Enterprise

Set Up Tasks for Auto Creation for Transaction Approvals

Before you begin Before you can create a Transaction Approval task type, you must: Set up at least one approval profile in the Task Approval Profiles master file. Turn on transaction notes in the Transactions Practice Preferences. You must enable transaction notes so that transaction approval tasks can automatically create. You can set tasks to automatically generate when management approval is needed for adjustments, payments, and refunds that exceed certain dollar amounts. To set up a task to be automatically generated when a payment is posted, perform the following steps: Open or create a task type. In the Source Type field, select Transaction. This field is required. A list of task action descriptions for the Transaction 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. If you want to assign a value to the task for reporting purposes, select the up and down arrows in th

File Maintenance Help for NextGen® Enterprise 8

Set Up Tasks for Auto Creation for Transaction Approvals

Before you begin Before you can create a Transaction Approval task type, you must: Set up at least one approval profile in the Task Approval Profiles master file. Turn on transaction notes in the Transactions Practice Preferences. You must enable transaction notes so that transaction approval tasks can automatically create. You can set tasks to automatically generate when management approval is needed for adjustments, payments, and refunds that exceed certain dollar amounts. To set up a task to be automatically generated when a payment is posted, perform the following steps: Open or create a task type. In the Source Type field, select Transaction. This field is required. A list of task action descriptions for the Transaction 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. If you want to assign a value to the task for reporting purposes, select the up and down arrows in th

Help Guide for NextGen® Enterprise PM 8

Transaction Approval Tasks

Your practice can use the Transaction Approval feature to control when payments, adjustments and refunds get posted. When Transaction Approval is being used, users cannot post transactions that exceed a specified dollar amount without first obtaining an approval from a manager or supervisor. Approval of transactions is managed through Worklog tasks. Managers, or any person designated as an approver, can log in to NextGen® Enterprise PM and check the list of tasks awaiting their approval in the Worklog. Users awaiting approval can check the status of their assigned tasks in the Worklog to see if an approval has been granted. You can configure the system to send an email to a user when a transaction task awaiting approval has been granted (or denied) approval. During Payment Entry, transactions that meet the criteria that requires an approval (as indicated in the Task Types master file) auto-create a task. This task appears in the approval of the person (or persons) who are designated in

Help Guide for NextGen® Enterprise PM 8

Transaction Approval Tasks

When Transaction Approval is being used, users cannot post transactions that exceed a specified dollar amount without first obtaining an approval from a manager or supervisor. Approval of transactions is managed through Worklog tasks. Transaction Approval feature controls when payments, adjustments and refunds get posted. Managers, or any person designated as an approver, can log on NextGen® Enterprise PM and check the list of tasks awaiting their approval in the Worklog. Users awaiting approval can check the status of their assigned tasks in the Worklog to see if an approval is granted. You can configure the system to send an email to a user when a transaction task awaiting approval is granted or denied approval. During payment entry, tasks are automatically created for transactions that meet the criteria that requires an approval (as indicated in the Task Types master file). This task appears in the approval queue of the person (or persons) who are designated in the Task Approval Pro

File Maintenance Help for NextGen® Enterprise

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, and then select Task Types. The Task Types List window displays. Select the open menu button on the Task Types list and then select New. The Task Types window opens. 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 fie

Task Approval Profiles

Recommendations

Task Approval Profiles

Set Up Tasks for Auto Creation for Transaction Approvals

Set Up Tasks for Auto Creation for Transaction Approvals

Transaction Approval Tasks

Transaction Approval Tasks

Task Types

Task Approval Profiles

Task Approval Profiles

Set Up Tasks for Auto Creation for Transaction Approvals

Set Up Tasks for Auto Creation for Transaction Approvals

Transaction Approval Tasks

Transaction Approval Tasks

Task Types