Task Options

Field	Description
Highlight My Tasks In	You can select a color for tasks assigned to you. The color is used in the Task List section of the Worklog Manager window. You can select from the following colors: Blue Cyan Gold Green Magenta Red
Sort Tasks By	You can select a default sort for tasks. The sort is used in the Task List section of the Worklog Manager window. You can select from the following fields: Assigned To Completed By Due Date Priority Source Type Status Subject Task Type
Ascending Descending	You can select a default order for your Sort Tasks By selection above. The order is used in the Task List section of the Worklog Manager window. You can select either Ascending or Descending.
Do not refresh worklog after updating tasks	You can select this check box to prevent the Task List section of the Worklog Manager window from refreshing after you update a task in the list. By default, this option is not selected.
Worklog Manager real time column display	You can select in the Display column to enable or disable the display of specific "real-time" columns in the Task List section of the Worklog Manager window. These columns are indicated by a clock icon in the column header and they display real-time, or "as of now" data.
Preferred Tasks	The Preferred Tasks section controls the display order of tasks in the Task Type field on the Worklog Manager window. Do one of the following: To display all task types in alphabetical order, leave all check boxes blank. To customize the display order, select a task type and then select the blue up and down arrows to move it to the desired order.
Select Preferred Tasks by default in Worklog	You can select this check box to automatically use your preferred tasks in the Task Type field when searching for tasks on the Worklog Manager window.
Worklog Manager column display	You can select in the Display column to enable or disable the display of specific columns in the Task List section of the Worklog Manager.

File Maintenance Help for NextGen® Enterprise

Task Options

Field Description Highlight My Tasks In You can select a color for tasks assigned to you. The color is used in the Task List section of the Worklog Manager window. You can select from the following colors: Blue Cyan Gold Green Magenta Red Sort Tasks By You can select a default sort for tasks. The sort is used in the Task List section of the Worklog Manager window. You can select from the following fields: Assigned To Completed By Due Date Priority Source Type Status Subject Task Type Ascending Descending You can select a default order for your Sort Tasks By selection above. The order is used in the Task List section of the Worklog Manager window. You can select either Ascending or Descending. Do not refresh worklog after updating tasks You can select this check box to prevent the Task List section of the Worklog Manager window from refreshing after you update a task in the list. By default, this option is not selected. Worklog Manager real time column display You can select in the Disp

Help Guide for NextGen® Enterprise PM 8

Managing Tasks with Enterprise Worklog Manager

Just like the standard Worklog Manager, the Enterprise Worklog Manager window displays a list of tasks based on the search criteria entered. View the search results in the Task List pane based on the Search Criteria you have entered under General and Advanced tab. The Task List includes the columns that are always displayed and configurable columns as well. The columns that are always displayed in the Task List are as follows: Assigned To Source Date Create Date Source Name Completion Date Source Nbr Completion Reason Source Type Due Date Status Expiration Date Subject Follow Up Date Task Type Priority Columns available for selection include Approval Amt, Invoice Aging Days, Last Patient Pay Date, Payer and so on. You can access the complete list of selectable columns within the Worklog Manager Column display pane under the Tasks tab of the User Preferences window. The columns displayed in Task List can be displayed in the order of your choice. To rearrange the order of the columns, se

Help Guide for NextGen® Enterprise PM 8

Add Tasks from Report Window Details

The Add Tasks from Report window includes the following details: Field Description Task Type The Task Type is any task defined in the Task Types master files. To have the appropriate tasks to select from, be certain that they are set up and defined in the master file before trying to use them here. Status In the Status field you can select from the following options: None In Progress Completed Not Started Priority You can select from the following priorities: None High Normal Low Subject This is a free form text field. You can enter any text here. Assigned To This field has a list that allows you to select from any of the available resources to assign responsibility for this task. You can also press CTRL-M to assign yourself to the task. Details This is also a free-form text field that allows you to enter any details you feel necessary to aid in the completion of this task. Pressing CTRL-Shift-D adds a date and time stamp as well as your signature. Start Date From a pop-up calendar you

Help Guide for NextGen® Enterprise PM 8

Start to Work on a Task

Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. Enter the necessary search criteria, and then select Find to display the task list. If you want to open the tasks specifically assigned to you as a user, you can select the My Tasks button on the Enterprise Worklog Manager window, or you can access them through the Tasks section of the Advisor window. Select and double-click the desired task or right-click the task, and then select Open. The Edit Task window opens for the task you want to update. Edit Task window From the Task Info tab, select the down arrow in the Status field, and then select In Progress. Note: When you do a mass update, the Task Subgrouping1 and Task Subgrouping2 fields are not required. Select the calendar button to select a start date or follow-up date. Note: The follow-up date must be equal to or greater than the start date. Select the Instructions tab an

Help Guide for NextGen® Enterprise PM 8

Add Tasks from Report Window Components

The Add Tasks from Report window includes the following details: Field Description Task Type The Task Type is any task defined in the Task Types master files. To have the appropriate tasks to select from, be certain that they are set up and defined in the master file before trying to use them here. Status In the Status field you can select from the following options: None In Progress Completed Not Started Priority You can select from the following priorities: None High Normal Low Subject This is a free form text field. You can enter any text here. Assigned To This field has a list that allows you to select from any of the available resources to assign responsibility for this task. You can also select CTRL+M to assign yourself to the task. Details This is also a free-form text field that allows you to enter any details you feel necessary to aid in the completion of this task. Pressing CTRL+Shift+D adds a date and time stamp as well as your signature. Start Date You can select a date to

NextGen® Enterprise EHR Help

Customize the Problem List Columns

Open the Problems Module. To view a list of settings for the problem list, select Preferences on the problem list toolbar. Select or clear the applicable check boxes. Set Columns to Display To determine which columns to view in the problem list and their display order: Select Set Columns to Display. The View Preferences window opens. View Preferences To add a column to the problem list, select the column name in the Available Columns list, and then select Add. To add all columns, select Add All. To remove a column from the problem list, select the column name in the Display these fields in this order list, and then select Remove. To remove all columns, select Remove All. To set the display order of a column, select the column name in the Display these fields in this order list, and then select Move Up or Move Down. The order of columns from top to bottom is the order that the columns appear from left to right in the problem list. Select OK. To customize the problems list, do the follow

Task Options

Recommendations

Task Options

Managing Tasks with Enterprise Worklog Manager

Add Tasks from Report Window Details

Start to Work on a Task

Add Tasks from Report Window Components

Customize the Problem List Columns

Task Options

Task Options

Managing Tasks with Enterprise Worklog Manager

Add Tasks from Report Window Details

Start to Work on a Task

Add Tasks from Report Window Components

Customize the Problem List Columns