Task Options Setup

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 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 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

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

Help Guide for NextGen® Enterprise PM 8

Create a User Source Task

You can create tasks manually by using the Add Task window. Note: The Task Subgrouping field(s) default from values assigned to Task type in File Maintenance. These fields are user-defined fields and likely will have a different name on your Add/Edit Task window. The label that displays for these Task Subgrouping fields are entered in Enterprise Preferences. The values for the fields that users can select are entered in the Task Subgroupings Master List in File Maintenance. The Task Subgrouping values enable users to categorize tasks into smaller, more manageable sub-groups. Access NextGen® Enterprise PM. From the Tasks menu, select Create Task. The Add Task window appears. The only field required by default is the Task Type field. You can set other fields to be required by the setting them up using the Tasks tab in Practice Preferences. Select the drop-down arrow in the Task Type field and select the desired task type. Only the task types that are applicable for the source type you ha

Help Guide for NextGen® Enterprise PM 8

NextGen® Enterprise PM Task

On the Add Task window, do the following: In the Task Type field, select the type of task to be created. This field is required. Note: The Task Types available for selection are those that are setup in File Maintenance with a Source Type of Chart. In the Status field, select the default of Not Started. In the Priority field, select one of the following: High Low Normal Note: A default priority may be defined in the Task Types master file in File Maintenance. In the Subject field, enter a free-text subject for the task. In the Assigned To field, do one of the following: Select one or more Users or Task Workgroups for the task. Press the Ctrl and M keys on the keyboard to assign the task to yourself. Note: A default assigned to may be defined in the Task Types master file in File Maintenance. In the Task Subgrouping 1 and Task Subgrouping 2 fields, select subgroupings for the task, if applicable. Note: Task subgroupings are a way to categorize a task for users. Default subgroupings may b

Task Options Setup

Recommendations

Set Up Tasks for Auto Creation

Set Up Wait List Tasks

Set Up Tasks for Auto Completion

Task Types

Create a User Source Task

NextGen® Enterprise PM Task

Set Up Tasks for Auto Creation

Set Up Wait List Tasks

Set Up Tasks for Auto Completion

Task Types

Create a User Source Task

NextGen® Enterprise PM Task