Automatically Task the Billing Staff Workgroup

NextGen® Orthopedic Suite Help 80.2.14.0

The Location Workgroup Category Grid

Use this grid to configure file maintenance workgroup categories based on location. This is helpful when a category such as billing has different workgroup names or titles at different locations. Automatically Task the Billing Staff Workgroup Parent topic: Tasking Workgroup Setup

NextGen® Orthopedic Suite Help 80.2.14.0

Add a Workgroup Category

If the desired workgroup category is not listed, you can add a category. You can do this either by typing a category or selecting one from a picklist. On the Tasking Configuration practice template, expand the Tasking Workgroup Setup panel. Click the Location Workgroup Category field. If you click once, you can type in the field. You can also double-click the field, and select the desired category from the window that opens. An Add button appears when there is an entry in the field. Click Add to save the new workgroup to the list. Add button in the Tasking Workgroup Setup panel Parent topic: Tasking Workgroup Setup

NextGen® Orthopedic Suite Help 80.2.14.0

Tasking Workgroup Setup

You can create and assign workgroups based on location or provider from the Tasking Workgroup Setup panel of the Tasking Configuration practice template. You can view and use these groups for task assignments in the Tasking Options panel. Tasking Workgroup Setup panel on the Tasking Configuration template The Location Workgroup Category Grid Remove a Location Workgroup Add a Workgroup Category Provider Workgroup Category Parent topic: Tasking Configuration

NextGen® Therapy Suite Help 30.3.13.0

Create a Location-Based Workgroup

Once workgroups are assigned to the location, you can assign the Location Workgroup to any task. Then, when the task fires, it will look to the location assigned to the patient’s encounter to determine which workgroup the task needs to go to. Select the Workgroup Category field once to type a workgroup label that you will assign your existing workgroups to as built in File Maintenance, or twice to select the label from the Ainf Tasking View Lwg picklist. The picklist is built from all workgroup categories you have typed in. Select the Add button. The category is saved. All of your locations appear in the grid. Select a location in the grid. The location name enters the field below the Location column of the grid. Select the field below the Workgroup column of the grid. Select the workgroup for the location, and then select OK. Select Update. Parent topic: Tasking Workgroup Location Setup

NextGen® Orthopedic Suite Help 80.2.14.0

Provider Workgroup Category

You can use the Provider Workgroup Category grid to configure File Maintenance workgroups based on providers for a given category. This is helpful when a category such as billing has different workgroup names or titles for different providers. Provider Workgroup Category grid in the Tasking Workgroup Setup panel Note: Follow the same process to add and assign provider workgroups as described for Location Workgroup Category setup. Parent topic: Tasking Workgroup Setup

NextGen® Orthopedic Suite Help 80.2.14.0

Remove a Location Workgroup

Select the location workgroup from the grid. Click Delete. Parent topic: Tasking Workgroup Setup

Automatically Task the Billing Staff Workgroup

Recommendations

The Location Workgroup Category Grid

Add a Workgroup Category

Tasking Workgroup Setup

Create a Location-Based Workgroup

Provider Workgroup Category

Remove a Location Workgroup

The Location Workgroup Category Grid

Add a Workgroup Category

Tasking Workgroup Setup

Create a Location-Based Workgroup

Provider Workgroup Category

Remove a Location Workgroup