NextGen Knowledge Center

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
  1. Access File Maintenance.
  2. Select System Master Files > PM > Tasks Types.
    The Task Types List window opens.
  3. Select the open menu button and select New.
    The Task Types window appears.
  4. In the Task Type field, enter a free-text description for the task. This field is required.
  5. In the Source Type field, select Encounter. This field is required.
  6. Complete the Task Value, Task Subgrouping 1, Task Subgrouping 2, and Note fields as needed for the task.
  7. 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.

  8. In the Default Assigned To for all selected actions field, select one or more Users or Task Workgroups. Tasks that are generated from all selected Auto Creation actions will be assigned to these users.
  9. Select in the Activate column to the left of the following action:
    System edit of severity <Unknown> encountered during <Unknown> process.
    A green check mark displays in the Activate column.
  10. To define specific parameters, right-click the selected action and select Open.
    The Task Type Options window appears.
  11. In the Parameter 1 field, select one or more of the following claim edit severities. This field is required.
    • Build
    • Critical
    • Tech
    • Custom
    • Warning
  12. In the Parameter 2 field, select either the Claim Edit or Billing process. This field is required.
  13. To save changes and close the Task Type Options window, select OK.
  14. If you want to override the users selected in the Default assigned To for all selected actions field for this specific auto-create action, then right-click in the Override Assigned To column, select Open, and select the appropriate Users or Task Workgroups for the action.
  15. The Approval Profile column is not available for Encounter source tasks.
  16. To save changes and close the window, select OK.
    A task is created each time a system-level claim edit is generated, as specified in the Action column, and the task is assigned to the specified users.

    The tasks are created immediately, as indicated in the Processed column.