Configure an Automated Task
Automating
NextGen® Enterprise PM
tasks in the
NextGen® Background Business Processor
application requires three steps:
Create a package.
Create one or more jobs for the package.
Schedule the package.
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NextGen® Background Business Processor Help 8
Create NextGen® Background Business Processor Jobs
Open or create a package. Select the Jobs tab. Select the Open Menu button on the Package Properties window and select New. The Job Properties window displays. Enter a name for the job in the Job name field and select the job type from the list in the Job type field. In the Run as practice field, select the practice for which you want to send collection letters. Indicate the actions you want NextGen® Background Business Processor to take when the job successfully processes or fails to process. You can configure how NextGen® Background Business Processor responds to job success or failure by selecting options in the following fields: If job succeeds , then: Select the action you want NextGen® Background Business Processor to perform when the job processes successfully. The options are: Quit package as success Go to the next job If job fails, then : Select the action you want NextGen® Background Business Processor to perform when the job processes unsuccessfully. The options are: Quit pa
NextGen® Background Business Processor Help 8
Maintaining NextGen® Background Business Processor Jobs
You can run each job individually, view job history, change job sequence, enable and disable jobs, and delete jobs. Run NextGen Background Business Processor Jobs Individually View Job History Copy Jobs Change Job Sequence Enable and Disable Jobs Using Date Part and Counter Tokens in File Names Delete Jobs Parent topic: Automate NextGen Enterprise PM Processes
NextGen® Background Business Processor Help 8
Create Packages
A package is a container that holds all the jobs that you want to execute for a specific schedule. Select New from the Packages menu on the NextGen® Background Business Processor Manager main toolbar. The Package Properties window opens. Enter a name for the package in the Package name field. Set a priority for the package in the Priority field. Note: At this time, the priority settings are not used by NextGen® Background Business Processor. Leave the Priority setting value at 1. Select one of the following action on Upon completion list when the package processing is completed. Do not notify: No notification email sent to any recipients on package success or failure Notify on completion: Notification email sent to recipients on completion, regardless of whether package processing succeeds or fails Notify on failed or Completed with failures: Notification email sent to recipients when package processing has either failed or completed with failure of one or more jobs Notify on success:
NextGen® Background Business Processor Help 8
Automate NextGen® Enterprise PM Processes
Automating NextGen® Enterprise PM processes in the NextGen® Background Business Processor application requires three steps: Create a package. Create one or more jobs for the package. Schedule a package. Configure an Automated Task Create Packages Create NextGen Background Business Processor Jobs Configure Print or Export Settings You can configure the print or export settings in the job to print or export the file. NextGen Background Business Processor Job Types The NextGen® Background Business Processor Job types lists the types of jobs available to perform certain operation. Maintaining NextGen Background Business Processor Jobs Scheduling Packages
NextGen® Background Business Processor Help 8
Configure the NextGen® Background Business Processor to Process a Package Immediately
You can quickly create a one-time package schedule for the NextGen® Background Business Processor application to process immediately. Highlight the package in the Package List. Do one of the following: Right-click and select Queue Now from the short-cut menu. Select Queue Now from the Packages menu on the NextGen® Background Business Processor main menu bar. Parent topic: Create Packages
NextGen® Background Business Processor Help 8
Automating Background Processes
The NextGen® Background Business Processor assists you in scheduling packages (tasks that require manual execution) for automatic completion. For example, you can create a package that automatically generates and prints the Daily Balance report at the end of each day. You can configure the NextGen® Background Business Processor to send a notification email after it completes an automated NextGen® Background Business Processor process. You can automate the following NextGen® Enterprise PM processes: Reports Statements Billing encounters Claims generation Collection and Recall letter generation Directory Import Stored procedures Person merge processing RTS eligibility and claim status requests RTS eligibility responses In addition, NextGen® Background Business Processor can run NextGen® Enterprise EHR and NextGen® Enterprise PM memorized reports. NextGen® Background Business Processor consists of the following main components: The BBP Manager allows you to create or schedule jobs and pac
