Generating Worklog Task Reports
The following two
NextGen® Enterprise PM
reports provide information related to Worklog tasks:
Task Analysis
Task Details
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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
Task Reports
The Tasks reports category includes various reports that you can use to review worklog information for patients and guarantor accounts in your practice. The reports can help you monitor and manage tasks and assist with your internal tasking processes and workflows in NextGen® Enterprise PM. The following reports are available from the Reports > Tasks menu: Task Analysis Task Details Task Approval Task Analysis Report Task Details Report Task Approval Report Parent topic: System Generated Reports
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
Help Guide for NextGen® Enterprise PM 8
Task Details Report
The Task Details report enables you to view information associated with each task, including status. To access the report in NextGen® Enterprise PM, select the Reports menu and select Tasks and then select Task Details. Task Details Report Columns Parent topic: Task Reports
Help Guide for NextGen® Enterprise PM 8
Task Approval Report
The Task Approval report enables you to track the history of task approvals for a specified period of time. To access the report in NextGen® Enterprise PM, select the Reports menu and select Tasks and then select Task Approval. Task Approval Report Columns Parent topic: Task Reports
Help Guide for NextGen® Enterprise PM 8
Tasking from the Threshold Tracking Report
Work log tasks can be manually created and assigned to users in batch mode from the Threshold Tracking report in NextGen® Enterprise PM. A task is created for each encounter listed on the report that does not already have an existing open task. The Task Types to be used with this encounter-based report must be set up in File Maintenance with the Source Type set to Encounter. Create Tasks from the Threshold Tracking Report Parent topic: Threshold Tracking Report
