View Tasks in My Approval Queue
Open
NextGen® Enterprise PM
.
Select
Tasks
>
Worklog Manager
or from the main toolbar select the
Worklog
button.
The
Enterprise Worklog Manager
window opens.
Select the
Show Tasks in My Approval Queue
checkbox.
Select
Find
.
The
Task List
displays all the tasks that are currently awaiting your approval.
Double-click to open the task you want to work on.
The
Edit Task
window appears.
For more information on working with tasks, see
Working Tasks Assigned to You
.
Make the necessary changes, and then select
OK
.
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View Tasks in My Approval Queue
Help Guide for NextGen® Enterprise PM 8
Transaction Approval Tasks
When Transaction Approval is being used, users cannot post transactions that exceed a specified dollar amount without first obtaining an approval from a manager or supervisor. Approval of transactions is managed through Worklog tasks. Transaction Approval feature controls when payments, adjustments and refunds get posted. Managers, or any person designated as an approver, can log on NextGen® Enterprise PM and check the list of tasks awaiting their approval in the Worklog. Users awaiting approval can check the status of their assigned tasks in the Worklog to see if an approval is granted. You can configure the system to send an email to a user when a transaction task awaiting approval is granted or denied approval. During payment entry, tasks are automatically created for transactions that meet the criteria that requires an approval (as indicated in the Task Types master file). This task appears in the approval queue of the person (or persons) who are designated in the Task Approval Pro
Help Guide for NextGen® Enterprise PM 8
View Tasks in My Approval Queue
Access NextGen® Enterprise PM. Select the Worklog button on the main toolbar. The Worklog Manager window appears. Select the Show Tasks in My Approval Queue check box. Select Find. The Task List displays all the tasks that are currently awaiting your approval. Double-click to open the task you want to work on. The Edit Task window appears. For more information on working with tasks, see Working Tasks Assigned to You. Parent topic: Transaction Approval Tasks
Help Guide for NextGen® Enterprise PM 8
Follow-up on a Task
Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. Enter the necessary search criteria, and then select Find to display the task list. If you want to open the tasks specifically assigned to you as a user, you can select the My Tasks button on the Enterprise Worklog Manager window, or you can access them through the Tasks section of the Advisor window. Select and double-click the desired task or right-click the task, and then select Open. The Edit Task window opens for the task you want to update. Edit Task window From the Task Info tab, enter notes on task progress in the Details section each time you work on the task. Select Ctrl+Shift D to add the current date, time, and signature to your notes. This is a free-form text field. Optional: Change the date in the Follow Up Dt field. Make other field changes as applicable. To save changes and close the window, select OK. Parent to
Help Guide for NextGen® Enterprise PM 8
Start to Work on a Task
Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. Enter the necessary search criteria, and then select Find to display the task list. If you want to open the tasks specifically assigned to you as a user, you can select the My Tasks button on the Enterprise Worklog Manager window, or you can access them through the Tasks section of the Advisor window. Select and double-click the desired task or right-click the task, and then select Open. The Edit Task window opens for the task you want to update. Edit Task window From the Task Info tab, select the down arrow in the Status field, and then select In Progress. Note: When you do a mass update, the Task Subgrouping1 and Task Subgrouping2 fields are not required. Select the calendar button to select a start date or follow-up date. Note: The follow-up date must be equal to or greater than the start date. Select the Instructions tab an
Help Guide for NextGen® Enterprise PM 8
Add an Encounter Note
Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. Enter the necessary search criteria, and then select Find to display the task list. If you want to open the tasks specifically assigned to you as a user, you can select the My Tasks button on the Enterprise Worklog Manager window, or you can access them through the Tasks section of the Advisor window. Select and double-click the desired task or right-click the task, and then select Open. The Edit Task window opens for the task you want to update. Edit Task window From the Notes tab, right-click on the notes area, and then select New > Encounter Note. The Patient Notes window opens. Patient Notes window Enter the necessary details, and then select OK. Note: When you add encounter notes to encounter source types, the notes are added to the encounter. When you add encounter notes to a chart or appointment source type, the notes ar
Help Guide for NextGen® Enterprise PM 8
Task Approval Report
The Task Approval report enables you to track the history of task approvals for a specified period of time. To access the report in NextGen® Enterprise PM, select the Reports menu and select Tasks and then select Task Approval. Task Approval Report Columns Parent topic: Task Reports
button.
The Enterprise Worklog Manager window opens.