Set Up Auto-Create Tasks for Remaining Authorizations

File Maintenance Help for NextGen® Enterprise 8

Set Up Auto-Create Tasks for Remaining Authorizations

Work log can be set up to auto-create tasks when patient authorizations for specific Payers or Financial Classes have less than a specified number of units remaining. Access File Maintenance. Select System Master Files > PM > Task Types. The Task Types List window opens. select Open Menu and select New. The Task Types window opens. In the Task Type field, enter a description for the task. This field is required. In the Source Type field, select Chart. This field is required. Complete additional fields and the Options tab parameters as needed. Select the Auto Creation tab. In the Default Assigned To for all Selected Actions field, select one or more users. In the Activate column, select one of the following auto-create actions. Authorizations with less than 0 encounter(s) remaining for <financial class/payer> <Unknown> Authorizations with less than 0 unit(s) remaining for <financial class/payer> <Unknown> A green check mark displays in the column. Right-click on the selected action and

File Maintenance Help for NextGen® Enterprise 8

Set Up Tasks for Auto Creation by Payer

On the Auto Create Payer/Fin Class tab on the Task Types window, you can set tasks to be automatically assigned to a group or to users based on the payer or the payer's financial class. When a task is created for an encounter task type, and the 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 a new task types. In the Source Type field, select Encounter. 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 they have task values of 1, 5, and 10, the task with a task value

File Maintenance Help for NextGen® Enterprise 8

Setup Auto-Create Tasks for Credit Balance Write-Offs

You can setup a Task Type to automatically write-off credit balances that are less than zero at the account or encounter level. After the task is activated, accounts are automatically identified when a guarantor credit meets the defined parameters. This occurs when the third party balance is zero. Then the application automatically writes-off the credit balances. Access File Maintenance System Master Files > PM > Tasks Types. The Task Types List window appears. 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 Account or 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 Account source type display. The list represents the various events in NextGen® Enterprise PM that can be selected

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

File Maintenance Help for NextGen® Enterprise 8

Setup Auto-Create Tasks for Transactions Posted to a Voided Charge

You can setup a Task Type to automatically generate tasks when a payment or adjustment transaction is posted, either manually or by ERA, to a voided charge. Note: In order for ERA transactions to auto-create tasks, the Post to a voided charge option must be enabled in the Default tab of Remittance Profile Library. Access File Maintenance. Select System Master Files > PM > Tasks Types. The Task Types List window appears. 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 NextGen® Enterprise PM that can be selected to automatically generate tasks. In the Default Ass

File Maintenance Help for NextGen® Enterprise 8

Setup Auto Worker Tasks for Credit Balance Write-Offs

You can setup a Task Type to automatically write-off credit balances that are less than zero at the account level. After the task is activated, accounts are automatically identified when a guarantor credit meets the defined parameters. This occurs when the third party balance is zero. Then the application automatically writes-off the credit balances. Access File Maintenance System Master Files > PM > Tasks Types. The Task Types List window appears. 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 Account or 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 Worker tab. A list of auto-create actions for the Account source type display. The list represents the various events in NextGen® Enterprise PM that can be selected to automaticall

Set Up Auto-Create Tasks for Remaining Authorizations

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