NextGen® Enterprise PM Task

Help Guide for NextGen® Enterprise PM 8

NextGen® Enterprise EHR Task

On the Add EHR Task window, do the following: In the Priority field, select one of the following. This field is required. High Low Normal In the Due Date field, enter the date on which the task must be completed. This field is required. Note: The default is today's date, or the current system date. In the Subject field, enter a free-text subject for the task. This field is required. In the Assigned To field, do one of the following. This field is required. Select one or more Users or Task Workgroups for the task. Pres the Ctrl and M keys on the keyboard to assign the task to yourself. In the Details field, enter additional free-text details for the task. This field is required. Enter the Ctrl, Shift and D keys on the keyboard to add a signature line that includes your name and the current date and time. To save changes and close the window, select OK. The task is created and assigned to the selected users. They can access the task from the Workflow module in NextGen® Enterprise EHR. To

Help Guide for NextGen® Enterprise PM 8

Create a User Source Task

You can create tasks manually by using the Add Task window. Note: The Task Subgrouping field(s) default from values assigned to Task type in File Maintenance. These fields are user-defined fields and likely will have a different name on your Add/Edit Task window. The label that displays for these Task Subgrouping fields are entered in Enterprise Preferences. The values for the fields that users can select are entered in the Task Subgroupings Master List in File Maintenance. The Task Subgrouping values enable users to categorize tasks into smaller, more manageable sub-groups. Access NextGen® Enterprise PM. From the Tasks menu, select Create Task. The Add Task window appears. The only field required by default is the Task Type field. You can set other fields to be required by the setting them up using the Tasks tab in Practice Preferences. Select the drop-down arrow in the Task Type field and select the desired task type. Only the task types that are applicable for the source type you ha

File Maintenance Help for NextGen® Enterprise 8

Task Subgrouping

Subgrouping helps to categorize tasks into groups, so users can easily manage, process, and report on tasks. To setup the subgrouping task: Rename the subgrouping fields by typing new field labels in Enterprise Preferences General tab in the Task Subgrouping fields. If these fields are blank, the labels for the fields in all areas display as Task Subgrouping 1 and Task Subgrouping 2. The subgrouping labels defined in Enterprise Preferences display: For fields that you can use to categorize a task in the Task Types master file in File Maintenance For fields that you can use to categorize a task in the Add/Edit Task window in NextGen® Enterprise PM For fields in the Worklog Manager search criteria On the tab labels for the report filter for various task-related reports As column headings on reports Define subgrouping categories in the Task Subgroupings master list. The master list is used in both the Task Subgrouping 1 and Task Subgrouping 2 fields. Assign default subgroupings to a task

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

File Maintenance Help for NextGen® Enterprise 8

Task Options Setup

The Practice Parameters section of the Task Types window provides practice-specific options for the practice you are currently logged into. While task types are shared among all practices, their setup options can vary according to these practice parameters. In other words, you can modify the task type for another practice by logging on to a different practice. To set task options, perform the following steps: In the Task Types master file, open a task type, and then select the Options tab. Select the Generate System Alert check box to generate a system alert if a worklog task was created for the task type. In addition to the system alert, users can view alert information on the Alerts of the Edit Task window in NextGen® Enterprise PM. Note: The Alerts Practice Preferences control when the alerts display in NextGen® Enterprise PM. In the Default Priority field, select the level of importance you want to set as the default for this task type. The priority displays in Worklog Manager and

NextGen® Enterprise PM Task

Recommendations

NextGen® Enterprise EHR Task

Create a User Source Task

Task Subgrouping

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

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

Task Options Setup

NextGen® Enterprise EHR Task

Create a User Source Task

Task Subgrouping

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

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

Task Options Setup