Create a Credit Card Expiration Task

Help Guide for NextGen® Enterprise PM 8

Activate the AutoWorker Task

The purpose of this task is to send a collection letter when the system date is after the card's expiration date and the card is expired. In File Maintenance > Master Files > Task Types on the Task Types List window select the open menu button and select New. The Task Types window opens. Select the Auto Creation tab. Complete the following required fields: Task Type - enter the task type as defined by your organization. Source Type - select Account. In the Activate column, select the Active Credit Card on file will expire in <0> days. Right-click and select Open. The Task Type Options window opens. To select the number of days in advance that you want to be notified when an active credit card expires, select the number in the Parameter 1 field, and then select OK. Select the Auto Worker tab. Complete the following required fields: Task Type - enter the task type as defined by your organization. Source Type - select Account. In the Activate column, select Add collection letter of <unkno

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

Help Guide for NextGen® Enterprise PM 8

Credit Card on File Expiration Formula

You can calculate the credit card expiration using the number of days in a month minus the value in the parameter setting. The following example provides the formula for a credit card that expires in December with a parameter setting of 10 days. The application uses the following formula for the alert. Formula = ((Number of Days in the Month) - (Parameter Setting)) = Date of Alert Credit Card Expiration Date = 12/2016 Parameter Setting = 10 Alert Activates on December 21, 2016 Credit Card Expires on the last day of the month or December 31, 2016 Parent topic: Create a Credit Card Expiration Task

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

Create a Credit Card Expiration Task

Recommendations

Activate the AutoWorker Task

Creating Tasks in Maintenance

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

Credit Card on File Expiration Formula

Set Up Account Alert Tasks in Auto Worker

Set Up Chart Alert Tasks in Auto Worker

Activate the AutoWorker Task

Creating Tasks in Maintenance

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

Credit Card on File Expiration Formula

Set Up Account Alert Tasks in Auto Worker

Set Up Chart Alert Tasks in Auto Worker