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Complete Multiple Tasks
To update multiple tasks as completed at the same time, do the following:
From the Enterprise Worklog Manager select all the tasks to mark as complete.
After selecting all the tasks, right-click and select
Open
.
The
Edit Task
window appears.
In the
Status
and
Priority
fields, select the appropriate status and priority. Check the check boxes above the drop-down lists.
Check the
Completion Dt
check box and select the appropriate completion date.
In the
Completed By
field, select your user name, and select the check box above it.
Select
OK
.
A confirmation message displays prompting you to confirm the completion of multiple tasks at once.
Select
Yes
.
A confirmation message of the task completions displays.
Complete Multiple Tasks
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
Help Guide for NextGen® Enterprise PM 8
Working Tasks Assigned to You
After a task has been created, the person assigned to the task can begin to work on it. In general, the workflow for working on a task has three phases: Starting a task Following up on a task Completing a task As a user goes through these phases, he/she must use the Edit Task window to update various fields and change the status of the task, so that it can be accurately tracked and reported on. The following is a description of each phase: Starting a task – the user assigned to the task looks up task details and instructions to begin the work and provides a start date and change in status. A follow up date may be entered at this time as a reminder to review the task on the date specified. Following up on a task – as work continues on the task, the user enters progress notes each time he/she follows up on the task. Completing a task – the user updates various fields and changes the status to complete. The Edit Task window can be used by anyone who has been assigned Allow Task Modificati
Help Guide for NextGen® Enterprise PM 8
Locating Tasks
You can use the Worklog Manager window to locate tasks that exist in the system. The General tab displays the various search options that are available. The search is based on the search criteria you enter. Several of the search options are those that are used when creating tasks, such as Subject, Status, Priority, etc. The Employer/Last Name and First Name fields are used to search for a source by name. The Advanced tab is designed to handle more complex searches using specific Fields, Expressions and Values. Use Advanced Search Criteria to Locate Tasks Parent topic: Enterprise Worklog and Tasks
Help Guide for NextGen® Enterprise PM 8
Enable Enterprise Worklog Manager
When you have security access to multiple practices within an enterprise, you can enable Enterprise Worklog Manager. This enables you to work on tasks from different practices without having to login to each practice. For example, while logged in to Practice A, you can work on tasks from Practice A, Practice B and Practice C all at the same time. To enable Enterprise Worklog Manager, do the following: Access NextGen® Enterprise PM. From the Admin menu, select Preferences, then User, and then General. The User Preferences window opens. Select the Tasks tab. Select the Enterprise Worklog Manager check box. The following prompt displays: Would you like all practices selected by default in Enterprise Worklog Manager? Select one of the following: To automatically pre-select all practices to which you have access rights in the Practice field on the Enterprise Worklog Manager window in NextGen® Enterprise PM, select Yes. To manually select practices in the Practice field on the Enterprise Wor
Help Guide for NextGen® Enterprise PM 8
Working Tasks in Enterprise Mode
The Enterprise Worklog Manager window enables you to work tasks for practices to which you have access within the current enterprise. You can access the tasks created in practice in which you have not logged in, but the practice is in your Included list within Practice Defaults window. The count of tasks displayed in Task List within the Enterprise Worklog Manager window for the selected one or more practice depends on the Lookup Limits User Preferences. If you are responsible for working tasks across multiple practices and have many tasks in each practice, the system will pull up as many tasks as it can from the first practice, then the second, and so on until the look up limit is met. If the lookup limit is met by the tasks listed for the first practice, tasks for other practices are not displayed unless additional filtering is added. To work tasks within the Enterprise Worklog Manager window, select the task and right-click for options. The options available are: Open Delete Account
Help Guide for NextGen® Enterprise PM 8
Enterprise Worklog and Tasks
From the Enterprise Worklog Manager window, you can manage tasks for all practices to which you have access. The window allows you to: View tasks Modify tasks Complete tasks Delete Tasks To manage and work with tasks, select the Worklog button on the main toolbar. Enable Enterprise Worklog Manager The Enterprise Worklog Manager enables you to work on tasks from different practices without having to login to each practice. 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. Working Tasks in Enterprise Mode The Enterprise Worklog Manager window enables you to work tasks for practices to which you have access within the current enterprise. Working Tasks Assigned to You After a task has been created and assigned to you, you can start work on the task. Transaction Approval Tasks Your practice can use the Transaction Approval feature to control when payments
