Task Subgrouping

File Maintenance Help for NextGen® Enterprise 8

Setting Up General Default Information for Enterprises

The following table describes the fields on the General tab in Enterprise Preferences: Field Description Provider Subgrouping 1 and Provider Subgrouping 2 These user-defined fields are used as labels for reports at the enterprise or provider level. These labels appear as field names on the System tab on the Add/Modify Provider Information window.The tab labels appear for various report filters , and as column headings on reports. For more information, go to the NextGen Healthcare Success Community and download the Reports User Guide for NextGen® Enterprise PM. Reason Code Subgrouping 1 and Reason Code Subgrouping 2 You can enter the labels that you want to use in report filters and report columns. These labels appear as field names, on the Reason Code Library Maintenance window.The tab labels appear for various report filters , and as column headings on reports. Location Subgrouping 1 and Location Subgrouping 2 You can enter the labels you want to use in report filters and report colum

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

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

File Maintenance Help for NextGen® Enterprise 8

Enterprise Preferences - General Tab

The general default information to be used throughout your practice and all related service locations, can be set on the General tab in Enterprise Preferences. Setting Up General Default Information for Enterprises You can gather information about the various fields on the General tab of Enterprise Preferences. Activate and Assign a Payer to a Practice You can limit a practice's access to certain Payers master files. Providing Practice Access for Provider Master File You can limit a practice's access to certain Providers master files. Receiving and Applying Charges from NextGen Enterprise EHR You can learn about automatic and manual acceptance of charges in NextGen Enterprise PM. Receive and Apply Charges from NextGen Enterprise EHR You can turn On or turn Off the holding tank to allow for manual or automatic acceptance of charges. Set Up for Archiving Statements You can archive generated or printed statements for future use. Task Subgrouping You can use subgroupings to manage, process

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

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

Task Subgrouping

Recommendations

Setting Up General Default Information for Enterprises

NextGen® Enterprise PM Task

Create a User Source Task

Enterprise Preferences - General Tab

Managing Tasks with Enterprise Worklog Manager

Task Options Setup

Setting Up General Default Information for Enterprises

NextGen® Enterprise PM Task

Create a User Source Task

Enterprise Preferences - General Tab

Managing Tasks with Enterprise Worklog Manager

Task Options Setup