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

Complete Multiple Tasks

To update multiple tasks as completed at the same time, do the following: From the Enterprise Worklog Manager select all the tasks to mark as complete. After selecting all the tasks, right-click and select Open. The Edit Task window appears. In the Status and Priority fields, select the appropriate status and priority. Check the check boxes above the drop-down lists. Check the Completion Dt check box and select the appropriate completion date. In the Completed By field, select your user name, and select the check box above it. Select OK. A confirmation message displays prompting you to confirm the completion of multiple tasks at once. Select Yes. A confirmation message of the task completions displays. Parent topic: Enterprise Worklog and 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

Help Guide for NextGen® Enterprise PM 8

Enable Enterprise Worklog Manager

When you have security access to multiple practices within an enterprise, you can enable Enterprise Worklog Manager. This enables you to work on tasks from different practices without having to login to each practice. For example, while logged in to Practice A, you can work on tasks from Practice A, Practice B and Practice C all at the same time. To enable Enterprise Worklog Manager, do the following: Access NextGen® Enterprise PM. From the Admin menu, select Preferences, then User, and then General. The User Preferences window opens. Select the Tasks tab. Select the Enterprise Worklog Manager check box. The following prompt displays: Would you like all practices selected by default in Enterprise Worklog Manager? Select one of the following: To automatically pre-select all practices to which you have access rights in the Practice field on the Enterprise Worklog Manager window in NextGen® Enterprise PM, select Yes. To manually select practices in the Practice field on the Enterprise Wor

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

Locating Tasks

Recommendations

Managing Tasks with Enterprise Worklog Manager

Working Tasks in Enterprise Mode

Complete Multiple Tasks

Creating Tasks

Enable Enterprise Worklog Manager

Enterprise Worklog and Tasks

Managing Tasks with Enterprise Worklog Manager

Working Tasks in Enterprise Mode

Complete Multiple Tasks

Creating Tasks

Enable Enterprise Worklog Manager

Enterprise Worklog and Tasks