Create Tasks from the Consolidated Services Claim Report

Help Guide for NextGen® Enterprise PM 8

Create Tasks from the Threshold Tracking Report

Access NextGen® Enterprise PM. Generate a Threshold Tracking report. The report appears on screen. From the report toolbar, select Tasks . The Add Tasks from Report window opens. In the Task Type field, select the task to be created for each encounter on the report. In the Assigned To field, select the users the tasks will be assigned to. Enter additional information for the tasks as needed. To save changes and close the window, select OK. The following prompt displays for encounters on the report that do not have an existing open task: n source(s) on this report do not have an open task of this type assigned. Confirm mass creation of n task(s). The following prompt displays for encounters on the report that do have an existing open task: n source(s) on this report already have an open task of this type assigned. The following prompt displays when all encounters on the report already have an existing open task: Cannot add any tasks. Every source on this report already has an open task

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

Help Guide for NextGen® Enterprise PM 8

Create Tasks from the Anesthesia Concurrency Audit Report

Access NextGen® Enterprise PM. Run the Anesthesia Concurrency Audit process for one or more encounters. The Anesthesia Concurrency Audit report opens. Select the Assign Tasks button on the report toolbar. The Add Tasks from Report window opens. Select the Task Type and Assigned To user(s) for the new tasks. Enter additional information for the tasks as needed. To save changes and close the window, select OK. The following prompt displays for encounters on the report that do not have an existing open task: n source(s) on this report do not have an open task of this type assigned. Confirm mass creation of n task(s). The following prompt displays for encounters on the report that do have an existing open task: n source(s) on this report already have an open task of this type assigned. The following prompt displays when all encounters on the report already have an existing open task: Cannot add any tasks. Every source on this report already has an open task of this task type assigned. To c

Help Guide for NextGen® Enterprise PM 8

Create Tasks from the Anesthesia Contractual Analysis Report

Access NextGen® Enterprise PM. Run the Anesthesia Contractual Analysis report from the Reports > Accounts Receivable > Contractual Analysis menu. The Anesthesia Contractual Analysis report opens. Select the Assign Tasks button on the report toolbar. The Add Tasks from Report window opens. Select the Task Type and Assigned To user(s) for the new tasks. Enter additional information for the tasks as needed. To save changes and close the window, select OK. The following prompt displays for encounters on the report that do not have an existing open task: n source(s) on this report do not have an open task of this type assigned. Confirm mass creation of n task(s). The following prompt displays for encounters on the report that do have an existing open task: n source(s) on this report already have an open task of this type assigned. The following prompt displays when all encounters on the report already have an existing open task: Cannot add any tasks. Every source on this report already has

Help Guide for NextGen® Enterprise PM 8

Set Up Auto-Create Tasks for System-Level Claim Edits

You can setup a Task Type to automatically generate tasks when a system-level claim edit fails during the Claim Edits process or during the Billing process in NextGen® Enterprise PM. For system-level claim edit failures to auto-create tasks, one or both of the following options must be enabled in Enterprise Preferences on the General tab: Create tasks during claim edits Create tasks during billing process Access File Maintenance. Select System Master Files > PM > Tasks Types. The Task Types List window opens. 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 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 Creation tab. A list of auto-create actions for the Encounter source type display. The list represents the various events in Next

File Maintenance Help for NextGen® Enterprise 8

Set Up Auto-Create Tasks for System-Level Claim Edits

You can setup a Task Type to automatically generate tasks when a system-level claim edit fails during the Claim Edits process or during the Billing process in NextGen® Enterprise PM. For system-level claim edit failures to auto-create tasks, one or both of the following options must be enabled in Enterprise Preferences on the General tab: Create tasks during claim edits Create tasks during billing process Access File Maintenance. Select System Master Files > PM > Tasks Types. The Task Types List window opens. 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 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 Creation tab. A list of auto-create actions for the Encounter source type display. The list represents the various events in Next

Create Tasks from the Consolidated Services Claim Report

Recommendations

Create Tasks from the Threshold Tracking Report

Create Tasks from the Statement Exceptions Report

Create Tasks from the Anesthesia Concurrency Audit Report

Create Tasks from the Anesthesia Contractual Analysis Report

Set Up Auto-Create Tasks for System-Level Claim Edits

Set Up Auto-Create Tasks for System-Level Claim Edits

Create Tasks from the Threshold Tracking Report

Create Tasks from the Statement Exceptions Report

Create Tasks from the Anesthesia Concurrency Audit Report

Create Tasks from the Anesthesia Contractual Analysis Report

Set Up Auto-Create Tasks for System-Level Claim Edits

Set Up Auto-Create Tasks for System-Level Claim Edits