Create NextGen® Background Business Processor Jobs

NextGen® Background Business Processor User Guide

NextGen® Background Business Processor Job Types

NextGen® Background Business Processor job is a task, such as generating a statement or creating an electronic claim. Note: 3500 Statements are executed successfully in 1 statement job. A job can have more than one action. For example, after generating a report, a job can also print the report. You can group jobs together into a package and then apply a schedule to the package. You cannot apply a schedule to an individual job - only to the package to which the job belongs. You can create the following types of jobs within NextGen® Background Business Processor: Account Collection Letters APC Directory Import Appointment Reminder Bad Debt Process Batch Posting Batch Sliding Fee Adjustments Bill Encounters Budget Letters Budget Statements Change of Address Update Claim Acknowledgment Import Claim Status Import Claim Status Requests Convert In-Progress to Unbilled Doc Mgmt Automated Directory Import Electronic Patient Pay Eligibility Verification Requests Eligibility Verification Response

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 User Guide

Person Merge Job

You can create a job to automatically perform a NextGen® Enterprise PM Person Merge process. Note: Because the Person Merge process is database intensive, you should schedule NextGen® Background Business Processor to run the merge during off-peak hours. Creating a person merge job requires setup work in both the NextGen® Enterprise PM and the NextGen® Background Business Processor applications. To create a Person Merge job, you must: Create a Person Merge process in the NextGen® Enterprise PM application Send the NextGen® Enterprise PM Person Merge process to NextGen® Background Business Processor Create a Person Merge job for a package in NextGen® Background Business Processor Open or create a package and select the Jobs tab. Select the Open Menu button on the Package Properties window and select New. The Job Properties window opens. Enter a name for the job in the Job name field and select the Person Merge option from the drop-down list in the Job type field. Indicate the actions you

NextGen® Background Business Processor Help 8

Person Merge Job

You can create a job to automatically perform a NextGen® Enterprise PM Person Merge process. Note: Because the Person Merge process is database intensive, you should schedule NextGen® Background Business Processor to run the merge during off-peak hours. Creating a person merge job requires setup work in both the NextGen® Enterprise PM and the NextGen® Background Business Processor applications. To create a Person Merge job, you must: Create a Person Merge process in the NextGen® Enterprise PM application Send the NextGen® Enterprise PM Person Merge process to NextGen® Background Business Processor Create a Person Merge job for a package in NextGen® Background Business Processor Open or create a package and select the Jobs tab. Select the Open Menu button on the Package Properties window and select New. The Job Properties window opens. Enter a name for the job in the Job name field and select the Person Merge option from the drop-down list in the Job type field. Indicate the actions you

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 User Guide

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: N

Create NextGen® Background Business Processor Jobs

Recommendations

NextGen® Background Business Processor Job Types

Create NextGen® Background Business Processor Jobs

Person Merge Job

Person Merge Job

Create Packages

Create Packages

NextGen® Background Business Processor Job Types

Create NextGen® Background Business Processor Jobs

Person Merge Job

Person Merge Job

Create Packages

Create Packages