Add Tasks from Report Window 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 can select the date this task should begin.
Follow Up Dt	You can select a date to follow-up on this task from the pop-up calendar.
Due Date	This is the date the task must be completed. It, too, can be selected from a pop-up calendar.
Expiration Date	The expiration date is the date that the task in no longer valid, and therefore, expires.
Completion Dt	From the pop-up calendar, you can select the date the task was completed.
Completion Reason	From the list, you can select a preset list of reasons for the task completion. If you do not find an appropriate reason, contact your system administrator.
Completed By	The list contains all available resources. From the list you can select the resources that completed the task. Note: : If this task is completed by Auto Worker, NextGen® Enterprise PM automatically completes it and displays the Completed By resource as Auto Worker.
Discontinue future Auto Creation of this Task Type	If this task is a part of a predetermined Auto Create process, you can select an option to discontinue it as a part of that process, such as indefinitely, or until. The task then stands alone, so to speak.
Open Tasks Filter	Selecting this check box enables you to display any other tasks related to this patient. You can select from the list one of the following: All Account Appointment Chart Encounter Invoice
Open Task Related to this Source	Any related tasks for this source display here.
Task Detail History for related Open Tasks	This field displays the actions taken on currently open tasks as well as the user who worked on it.

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

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

Help Guide for NextGen® Enterprise PM 8

Start to Work on a Task

Access the Edit Task window for the task you want to work on. Note: When you do a mass update, the Task Subgrouping1 and Task Subgrouping2 fields are not required. From the Task Info tab, select the down arrow in the Status field and select In Progress. Select the calendar button to select a start date or enter a date in the Start Date field in mm/dd/yyyy format to indicate the start date for the task. Select the calendar button to select a follow-up date or enter a date in the Follow Up Dt field in mm/dd/yyyy format to indicate the date you would like to review the progress on this task, if applicable. The follow-up date must be equal to or greater than the start date. Select the Instructions tab and begin following the instructions for the task. To save changes and close the window, select OK. Note: If you select All in the Open Tasks Filter and Practice Filter fields, it could slow down the performance of the update. Parent topic: Working Tasks Assigned to You

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

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

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

Add Tasks from Report Window Details

Recommendations

NextGen® Enterprise PM Task

Set Up Chart Alert Tasks in Auto Worker

Start to Work on a Task

Set Up Tasks for Auto Creation

Task Types

Set Up Tasks for Auto Completion

NextGen® Enterprise PM Task

Set Up Chart Alert Tasks in Auto Worker

Start to Work on a Task

Set Up Tasks for Auto Creation

Task Types

Set Up Tasks for Auto Completion