NextGen Knowledge Center

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
  • Chart
  • Balance Control
  • Patient Balance
  • Charges
  • Select All
  • Deselect All

When you open a task from the Task List, the selected task opens in current practice to which you have logged in. You can modify and save changes to the task without switching practices. You can select Open Record and Open Menu buttons within the task details, automatically the Enterprise Worklog Manager window is displayed in new practice in which the task has been created. The new practice name is displayed in the application title bar, Enterprise Worklog Manager title bar and the yellow color sticky note within the Enterprise Worklog Manager window

When you select Open Record button, the current practice gets switched to the one in which the task has been created and you can view the associated records (appointment, encounter, chart, account, and so on). When you select Open Menu button, a sub menu including Account, Chart, Cut Appointment, Patient Balance and Transaction options appears. On selecting an option from sub menu, the current practice gets switched to new practice in which the task has been created.