Generating Auto Creation and Auto Completion Tasks

Help Guide for NextGen® Enterprise PM 8

Creating Tasks for NextGen® Enterprise

You can generate tasks to be sent to users in NextGen® Enterprise from within NextGen® Enterprise PM in the following areas: Patient Chart > Encounters tab: Right-click an encounter and select EHR Tasks from the menu. Patient Chart > Clinical History/Notes tab > Tasks topic: Right-click and select New EHR Tasks from the menu. Encounter Lookup: Right-click an encounter and select EHR Tasks from the menu. Tasks menu > Create EHR Task After the new task is sent to NextGen® Enterprise, it no longer displays in NextGen® Enterprise PM. The tasks can be viewed only within NextGen® Enterprise. Parent topic: Creating Tasks

Help Guide for NextGen® Enterprise PM 8

Creating Tasks

Tasks can be created in three ways: Manually Automatically Mass generated from a report For more information on creating Task Types in File Maintenance, go to the NextGen Healthcare Success Community and download the File Maintenance Master Files Guide for NextGen Enterprise. Create a User Source Task You can create tasks manually by using the Add Task window. Creating Tasks for NextGen Enterprise You can generate tasks to be sent to users in NextGen® Enterprise from within NextGen® Enterprise PM. Automatically Generating a Task Tasks can be automatically generated and completed based on the action you set up to activate the task. Assign Tasks from the Report Server Add Tasks from Report Window Details Generating Worklog Task Reports Generating Auto Creation and Auto Completion Tasks Parent topic: Enterprise Worklog and Tasks

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

Help Guide for NextGen® Enterprise PM 8

Set Up Automatic Task Completion for Clean Claims

You can set tasks that have an Encounter source type to be automatically completed when a clean claim (a claim with a status of Clean) is produced. If tasks have been generated by Auto Creation actions, then the tasks are immediately auto completed when the associated clean claim is created for the encounter. In File Maintenance, select Master Files - System > Task Types. Open a task type that has an Encounter source type. On the Auto Completion tab, select the Clean Claim Created action by selecting in the Activate column to the left of the action. A green check mark displays. Select OK. Parent topic: Processing Electronic Claims - 837 Files

File Maintenance Help for NextGen® Enterprise 8

Identify Auto Creation Actions Related to Auto Worker

Some Auto Creation actions can be auto-worked, and you must select them before you are able to select their associated actions on the Auto Worker tab. You can find out which actions on the Auto Creation tab make these Auto Worker actions available. Access a task type in the Task Types master file. Select the Auto Worker tab. Right-click on an action, then select Auto Create Actions. Select the Auto Creation tab. Auto Creation actions related to the selected Auto Worker action now display with blue text. Scroll through the list to see all of the related actions. Parent topic: Setting Up Tasks for Auto Worker

File Maintenance Help for NextGen® Enterprise 8

Set Up Tasks for Auto Creation by Location

On the Auto Create Location tab on the Task Types dialog box, you can set tasks to be automatically assigned to a group or to users based on the location. When any task is created for an appointment, appointment waitlist, or encounter task type, and the appointment or encounter matches the location selected on this tab, the task is assigned to the selected users and groups. To set up a task to automatically generate, perform the following steps: Open or set up new task types. In the Source Type field, select either Appointment or Encounter as the source type. This field is required. The Auto Create Location tab is enabled. On the Auto Creation tab, select the actions that trigger the task. 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 the

Generating Auto Creation and Auto Completion Tasks

Recommendations

Creating Tasks for NextGen® Enterprise

Creating Tasks

Set Up Tasks for Auto Creation

Set Up Automatic Task Completion for Clean Claims

Identify Auto Creation Actions Related to Auto Worker

Set Up Tasks for Auto Creation by Location

Creating Tasks for NextGen® Enterprise

Creating Tasks

Set Up Tasks for Auto Creation

Set Up Automatic Task Completion for Clean Claims

Identify Auto Creation Actions Related to Auto Worker

Set Up Tasks for Auto Creation by Location