Create Tasks from the Anesthesia Concurrency Audit Report

Help Guide for NextGen® Enterprise PM 8

Create Tasks from the Anesthesia Contractual Analysis Report

Access NextGen® Enterprise PM. Run the Anesthesia Contractual Analysis report from the Reports > Accounts Receivable > Contractual Analysis menu. The Anesthesia Contractual Analysis report opens. Select the Assign Tasks button on the report toolbar. The Add Tasks from Report window opens. Select the Task Type and Assigned To user(s) for the new tasks. Enter additional information for the tasks as needed. To save changes and close the window, select OK. The following prompt displays for encounters on the report that do not have an existing open task: n source(s) on this report do not have an open task of this type assigned. Confirm mass creation of n task(s). The following prompt displays for encounters on the report that do have an existing open task: n source(s) on this report already have an open task of this type assigned. The following prompt displays when all encounters on the report already have an existing open task: Cannot add any tasks. Every source on this report already has

Help Guide for NextGen® Enterprise PM 8

Create Tasks from the Anesthesia Concurrency Audit Report

Access NextGen® Enterprise PM. Run the Anesthesia Concurrency Audit process for one or more encounters. The Anesthesia Concurrency Audit report opens. Select the Assign Tasks button on the report toolbar. The Add Tasks from Report window opens. Select the Task Type and Assigned To user(s) for the new tasks. Enter additional information for the tasks as needed. To save changes and close the window, select OK. The following prompt displays for encounters on the report that do not have an existing open task: n source(s) on this report do not have an open task of this type assigned. Confirm mass creation of n task(s). The following prompt displays for encounters on the report that do have an existing open task: n source(s) on this report already have an open task of this type assigned. The following prompt displays when all encounters on the report already have an existing open task: Cannot add any tasks. Every source on this report already has an open task of this task type assigned. To c

Help Guide for NextGen® Enterprise PM 8

Tasking from Anesthesia Reports

Work log Tasks can be manually created and assigned to users in batch mode from the Anesthesia Concurrency Audit report and the Anesthesia Contractual Analysis report. A task is created for each encounter listed on the report that does not already have an existing open task. Note: Tasks created from anesthesia reports must be set up in the Tasks Types master file with Source Type = Encounter. Create Tasks from the Anesthesia Concurrency Audit Report Create Tasks from the Anesthesia Contractual Analysis Report Parent topic: Anesthesia Concurrency Billing

Help Guide for NextGen® Enterprise PM 8

Create Tasks from the Anesthesia Contractual Analysis Report

Access NextGen® Enterprise PM. Run the Anesthesia Contractual Analysis report from the Reports > Accounts Receivable > Contractual Analysis menu. The Anesthesia Contractual Analysis report opens. Select the Assign Tasks button on the report toolbar. The Add Tasks from Report window opens. Select the Task Type and Assigned To user(s) for the new tasks. Enter additional information for the tasks as needed. To save changes and close the window, select OK. The following prompt displays for encounters on the report that do not have an existing open task: n source(s) on this report do not have an open task of this type assigned. Confirm mass creation of n task(s). The following prompt displays for encounters on the report that do have an existing open task: n source(s) on this report already have an open task of this type assigned. The following prompt displays when all encounters on the report already have an existing open task: Cannot add any tasks. Every source on this report already has

Help Guide for NextGen® Enterprise PM 8

Create Tasks from the Threshold Tracking Report

Access NextGen® Enterprise PM. Generate a Threshold Tracking report. The report appears on screen. From the report toolbar, select Tasks . The Add Tasks from Report window opens. In the Task Type field, select the task to be created for each encounter on the report. In the Assigned To field, select the users the tasks will be assigned to. Enter additional information for the tasks as needed. To save changes and close the window, select OK. The following prompt displays for encounters on the report that do not have an existing open task: n source(s) on this report do not have an open task of this type assigned. Confirm mass creation of n task(s). The following prompt displays for encounters on the report that do have an existing open task: n source(s) on this report already have an open task of this type assigned. The following prompt displays when all encounters on the report already have an existing open task: Cannot add any tasks. Every source on this report already has an open task

Help Guide for NextGen® Enterprise PM 8

Create Tasks from the Threshold Tracking Report

Access NextGen® Enterprise PM. Generate a Threshold Tracking report. The report appears on screen. From the report toolbar, select Tasks . The Add Tasks from Report window opens. In the Task Type field, select the task to be created for each encounter on the report. In the Assigned To field, select the users the tasks will be assigned to. Enter additional information for the tasks as needed. To save changes and close the window, select OK. The following prompt displays for encounters on the report that do not have an existing open task: n source(s) on this report do not have an open task of this type assigned. Confirm mass creation of n task(s). The following prompt displays for encounters on the report that do have an existing open task: n source(s) on this report already have an open task of this type assigned. The following prompt displays when all encounters on the report already have an existing open task: Cannot add any tasks. Every source on this report already has an open task

Create Tasks from the Anesthesia Concurrency Audit Report

Recommendations

Create Tasks from the Anesthesia Contractual Analysis Report

Create Tasks from the Anesthesia Concurrency Audit Report

Tasking from Anesthesia Reports

Create Tasks from the Anesthesia Contractual Analysis Report

Create Tasks from the Threshold Tracking Report

Create Tasks from the Threshold Tracking Report

Create Tasks from the Anesthesia Concurrency Audit Report

Create Tasks from the Anesthesia Contractual Analysis Report

Create Tasks from the Anesthesia Concurrency Audit Report

Tasking from Anesthesia Reports

Create Tasks from the Anesthesia Contractual Analysis Report

Create Tasks from the Threshold Tracking Report

Create Tasks from the Threshold Tracking Report