Remove a Location Workgroup
Select the location workgroup from the grid.
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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
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
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
Tasking Workgroup Location Setup
If your organization has many locations with management staff at each location that may handle tasks based on the location, you can use the Tasking Workgroup Location Setup grid to set up workgroup tasking by location. Create a Location-Based Workgroup Parent topic: Tasking Manager
NextGen® Therapy Suite Help 30.3.13.0
Delete an Appointment Type from the Worklog Grid
Select the appointment in the grid. Select Delete. Parent topic: Worklog Grid
