Assign Tasks from the Report Server

NextGen® Orthopedic Suite Help 80.2.14.0

Assign a Task

You can assign a task to one or more specific users, a workgroup, a provider, or a workstation, so that any user at that workstation can see and act on the task. On the Tasking Configuration practice template, expand the Tasks panel. From the main grid, select the task you want to assign. The Call Name field under the Task Options panel displays the call name for selected task. Expand the Task Options panel. Under the Task To section, select an option. The corresponding pick list and a field appear. Select the user or group to which you want to assign the task and click OK. Under the Task To section, click Add. The selected user or group appear in the Assign To grid. Parent topic: Manage Task Assignments

NextGen® Orthopedic Suite Help 80.2.14.0

Assign a Category to a Task

On the Tasking Configuration practice template, expand the Tasks panel. From the main grid, select the task. The Call Name field under the Task Options panel displays the call name for selected task. Expand the Task Options panel. User Category field in the Task Options panel In the Use Category field, select the category to which you want to assign the task. Click Add. The selected category appears in the Category grid. Parent topic: Manage Task Assignments

NextGen® Orthopedic Suite Help 80.2.14.0

Manage Task Assignments

You can use the Task Options panel to assign tasks for specific users or user groups from the tasking grid. These tasks are sent automatically to the selected users’ inboxes. The Tasks panel also enables you to assign a category to the task and to remove a category from a task. Task Options panel on the Tasking Configuration template Assign a Task Unassign a Task Assign a Category to a Task Unassign a Category from a Task Parent topic: Tasking Configuration

Help Guide for NextGen® Enterprise PM 8

Create Tasks from the Statement Exceptions Report

Generate a Statement Exceptions report. The report appears on the window. Select Assign Tasks on the report toolbar. The Add Report Tasks window opens. Do one of the following: To create tasks for all encounters on the report, select Encounter. To create tasks for all accounts on the report, select Account. To create tasks for all encounters and accounts on the report, select Both. The Add Tasks from Report window opens. Select the Task Type and Assigned To users for the new tasks. Enter additional information for the tasks, if needed. To save changes and close the window, select OK. The following messages appear: A message appears for encounters on the report that do not have an existing open task stating that n sources on this report do not have an open task of this type assigned. Confirm mass creation of n task. A message appears for encounters on the report that do have an existing open task stating that n source(s) on this report already have an open task of this type assigned. A

NextGen® Therapy Suite Help 30.3.13.0

Assign a Task

Select the task from the grid in the Tasks panel. Select the Task To: Type field next to the Assign To grid. Ainf Tasking Task To picklist opened from the Task To: Type field Select any of the following recipients: User (assign the task to a specific user) Workgroup (a workgroup picklist opens) Location Workgroup (a workgroup picklist opens) Supervising Provider (pull from encounter/case) Rendering Provider or Supervising then Rending Provider (pull from encounter/case) Ordering/Referring Provider (pull from encounter/case) Script Provider (pulls from the script fields on Homepage) Select Add. Parent topic: Task Options Panel

NextGen® Therapy Suite Help 30.3.13.0

Task Options Panel

You can specify who each of these tasks is sent to. In the Task Options panel, you assign tasks to particular users or groups and configure when and where tasking happens automatically. Task Options panel Assign a Task Assign a Category to a Task Designate a Visit Type Designate a Financial Class Parent topic: Tasking Manager

Assign Tasks from the Report Server

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Assign a Task

Assign a Category to a Task

Manage Task Assignments

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Assign a Task

Task Options Panel

Assign a Task

Assign a Category to a Task

Manage Task Assignments

Create Tasks from the Statement Exceptions Report

Assign a Task

Task Options Panel