Locating 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 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

Use Advanced Search Criteria to Locate Tasks

Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. From the Advanced tab, select the necessary field and expression. Valid options for Expression include: Equal, Not Equal, Greater Than, Less Than. Advanced tab Enter the applicable date in the Value field in MMDDYYYY format. Use the And/Or field to add another line to the advanced search. Select one of the following: And: Search results are based on meeting the search criteria for both the lines. Or: Search results are based on meeting the search criteria for either of the line. Continue entering all the lines for the search. Note: If you enter too many lines in your search, you could make the search too complex and your search results might turn up nothing. Select Find. The search results display in the Task List.

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

Help Guide for NextGen® Enterprise PM 8

Start to Work on a Task

Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. Enter the necessary search criteria, and then select Find to display the task list. If you want to open the tasks specifically assigned to you as a user, you can select the My Tasks button on the Enterprise Worklog Manager window, or you can access them through the Tasks section of the Advisor window. Select and double-click the desired task or right-click the task, and then select Open. The Edit Task window opens for the task you want to update. Edit Task window From the Task Info tab, select the down arrow in the Status field, and then select In Progress. Note: When you do a mass update, the Task Subgrouping1 and Task Subgrouping2 fields are not required. Select the calendar button to select a start date or follow-up date. Note: The follow-up date must be equal to or greater than the start date. Select the Instructions tab an

Help Guide for NextGen® Enterprise PM 8

Follow-up on a Task

Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. Enter the necessary search criteria, and then select Find to display the task list. If you want to open the tasks specifically assigned to you as a user, you can select the My Tasks button on the Enterprise Worklog Manager window, or you can access them through the Tasks section of the Advisor window. Select and double-click the desired task or right-click the task, and then select Open. The Edit Task window opens for the task you want to update. Edit Task window From the Task Info tab, enter notes on task progress in the Details section each time you work on the task. Select Ctrl+Shift D to add the current date, time, and signature to your notes. This is a free-form text field. Optional: Change the date in the Follow Up Dt field. Make other field changes as applicable. To save changes and close the window, select OK. Parent to

Locating Tasks

Recommendations

Managing Tasks with Enterprise Worklog Manager

Working Tasks in Enterprise Mode

Use Advanced Search Criteria to Locate Tasks

Enterprise Worklog and Tasks

Start to Work on a Task

Follow-up on a Task

Locating Tasks

Managing Tasks with Enterprise Worklog Manager

Working Tasks in Enterprise Mode

Use Advanced Search Criteria to Locate Tasks

Enterprise Worklog and Tasks

Start to Work on a Task

Follow-up on a Task