Activate the AutoWorker Task

Help Guide for NextGen® Enterprise PM 8

Create a Credit Card Expiration Task

The purpose of this task is to notify you when an active credit card is close to its expiration date. All credit cards expire on the last day of the month for the expiration date. For example, a credit card with an expiration date of 06/2016 expires on June 30, 2016. In File Maintenance > Master Files > Task Types, on the Task Types List window, select the open menu button and select New. Select the Auto Creation tab and complete the following fields: Task Type- enter the task type as defined by your organization. Source- select Account Default Assigned To for all selected actions - select the applicable users. In the Activate column, select Active credit card on file will expire in X days. Right-click and select Open. The Task Type Options window opens. In the Parameter 1 field, enter the number of days prior to the expiration date to activate the alert and then select OK. Complete the other fields as required by your organization. To complete the task, do one of the following: Go to

Help Guide for NextGen® Enterprise PM 8

Creating Tasks in Maintenance

The following tasks can be activated when processing credit card payments on the Task Types window in file maintenance. On the Auto Creation tab, you can create the active credit card on file will expire in (X) days. On the Auto Complete tab, you can create the Active card on file disabled task completion action. On the Auto Worker tab, you can create the Add collection letter of <unknown> to the account. Send collection letter in next run <Y/N>. Parent topic: Tasks, AutoFlow Options, and Significant Events for NextGen Pay powered by InstaMed

Help Guide for NextGen® Enterprise PM 8

Tasks, AutoFlow Options, and Significant Events for NextGen® Pay powered by InstaMed

You can use the following options for processing credit card payments in NextGen® Pay powered by InstaMed. Create an AutoFlow Option for Credit Card on File Creating Tasks in Maintenance Create a Credit Card Expiration Task Create an AutoFlow Option for Credit Card on File You can add an option in the AutoFlow process for adding the credit card on file information. Creating Tasks in Maintenance You can use the Task Types window in File Maintenance to process credit card payments. Create a Credit Card Expiration Task You can set up a notification for an active card when its close to its expiration on the Task Type List window. Activate the AutoWorker Task You can use the AutoWorker Task to send a collection letter for expired cards. Set Up Significant Events for Credit Cards on File You can track credit cards on file using the Significant Event Information window. Parent topic: Transactions and Payments

File Maintenance Help for NextGen® Enterprise 8

Set Up Account Alert Tasks in Auto Worker

You can set up tasks that cause an account alert to display each time certain conditions are met. These tasks are automatically worked based on the Auto Worker action Create account alert with subject<>, expiration date<> and description<>. This action can be added to any task type that has an Account or Invoice source type. The action automatically creates an account alert for the source type and marks the task as completed. The completed task then displays in the Worklog and on the Edit Task dialog box in NextGen® Enterprise PM. To set up a task to create account alerts, perform the following steps: Open or set up new task types. On the Task Types dialog box, select the Auto Creation tab. In the Source Type field, select Account or Invoice. This is a required field. 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 can be selected to automatically generate tasks. Select the d

File Maintenance Help for NextGen® Enterprise 8

Set Up Chart Alert Tasks in Auto Worker

You can set up tasks that cause a chart alert to display each time certain conditions are met. These tasks are automatically worked based on the Auto Worker action Add a chart alert with subject<>, expiration date<> and description<>. This action can be added to any task type that has a Chart or Encounter source type. The action automatically creates a chart alert for the source type and marks the task as completed. The completed task then displays in the Worklog and on the Edit Task dialog box in NextGen® Enterprise PM. To set up a task to create chart alerts, perform the following steps: Open or set up new Task Types. On the Task Types dialog box, select the Auto Creation tab. In the Source Type field, select Chart or Encounter. This is a required field. 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 can be selected to automatically generate tasks. Select the drop-down arr

File Maintenance Help for NextGen® Enterprise 8

Setup Auto Worker Tasks for Credit Balance Write-Offs

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 File Maintenance System Master Files > PM > Tasks Types. 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 automaticall

Activate the AutoWorker Task

Recommendations

Create a Credit Card Expiration Task

Creating Tasks in Maintenance

Tasks, AutoFlow Options, and Significant Events for NextGen® Pay powered by InstaMed

Set Up Account Alert Tasks in Auto Worker

Set Up Chart Alert Tasks in Auto Worker

Setup Auto Worker Tasks for Credit Balance Write-Offs

Create a Credit Card Expiration Task

Creating Tasks in Maintenance

Tasks, AutoFlow Options, and Significant Events for NextGen® Pay powered by InstaMed

Set Up Account Alert Tasks in Auto Worker

Set Up Chart Alert Tasks in Auto Worker

Setup Auto Worker Tasks for Credit Balance Write-Offs