Tasking Workgroup Setup

NextGen® Orthopedic Suite Help 80.2.14.0

Manage Task Assignments

You can use the Task Options panel to assign tasks for specific users or user groups from the tasking grid. These tasks are sent automatically to the selected users’ inboxes. The Tasks panel also enables you to assign a category to the task and to remove a category from a task. Task Options panel on the Tasking Configuration template Assign a Task Unassign a Task Assign a Category to a Task Unassign a Category from a Task Parent topic: Tasking Configuration

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 Configuration

You can setup and maintain all the tasking (both manual and automatic) on the Tasking Configuration practice template. The top grid of the template displays all the built tasks and all the data associated with them. This grid shows both manual tasks and tasks that are sent automatically based on triggers set in specific template fields. The Tasking Configuration template has the following panels: Tasks Task Options Tasking Workgroup Setup Managing Tasks You can view and manage all the tasks available in NextGen® Orthopedic Suite. Manage Task Assignments Tasking Workgroup Setup Parent topic: Configuring NextGen Orthopedic Suite

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

Remove a Location Workgroup

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

Tasking Workgroup Setup

Recommendations

Manage Task Assignments

Add a Workgroup Category

Provider Workgroup Category

Tasking Configuration

The Location Workgroup Category Grid

Remove a Location Workgroup

Tasking Workgroup Setup

Manage Task Assignments

Add a Workgroup Category

Provider Workgroup Category

Tasking Configuration

The Location Workgroup Category Grid

Remove a Location Workgroup