Tasking Jobs

NextGen® Therapy Suite Help 30.3.13.0

Task Options Panel

You can specify who each of these tasks is sent to. In the Task Options panel, you assign tasks to particular users or groups and configure when and where tasking happens automatically. Task Options panel Assign a Task Assign a Category to a Task Designate a Visit Type Designate a Financial Class Parent topic: Tasking Manager

NextGen® Therapy Suite Help 30.3.13.0

Tasks Panel

The top grid under the Tasks panel shows all the built tasks with the associated subject headers, descriptions, priorities, due dates, and so on. All these tasks fire automatically based on triggers set on specific fields on templates. The only task that does not fire automatically is the “Correction Process needed” task, as this requires someone to manually initiate that correction process. Tasks panel If a task does not apply to your organization and is not needed, you can disable it by clearing the Enabled checkbox. Update a Task Parent topic: Tasking Manager

NextGen® Therapy Suite Help 30.3.13.0

Configure the AINF_nightly_POC_check Job

The AINF_nightly_POC_check task uses a nightly job cycle to send the POC not received in the Tasks panel grid. For this tasking job to run, the following must be true: The POC not received task in the Task grid must be set to Enabled. There must be at least one recipient assigned for the task. The Run column for the nightly tasking job must set to “Y”. Select the AINF_nightly_poc_check job in the grid. The current parameters for the job appear in the fields below the grid. Select the Initial field to select the number of days since the encounter that are allowed for the POC to be received, before the initial reminder task is sent. Select the Resend field to select how many days since the first task was sent, without the POC being received, before the task is re-sent. Select whether you want the job to run or not: To set the job to run, make sure the Yes checkbox is selected. To turn off the job, clear the Yes checkbox. No task will be sent, even if the task is set to Enabled in the tas

NextGen® Therapy Suite Help 30.3.13.0

Configure the AINF_nightly_enc_check Task Job

The AINF_nightly_enc_check task uses a nightly job cycle to send the Incomplete Encounter Nightly in the Tasks panel grid for encounters that were started but not completed within a specified number of days. For the Incomplete Encounter Nightly tasking job to run, the following must be true: The Incomplete Encounter Nightly task in the Task grid must be set to Enabled. There must be at least one recipient assigned for the task. The Run column for the nightly tasking job AINF_nightly_enc_check must be set to “Y”. Select the AINF_nightly_enc_check job in the grid. The current parameters for the job appear in the fields below the grid. Select the Initial field to select the number of days that the encounter may be left open, but not completed, before the initial reminder task is sent. Select the Resend field to select how many days since the first task was sent, without the encounter being completed, before the task is re-sent. Select whether you want the job to run or not: To set the job

NextGen® Therapy Suite Help 30.3.13.0

Configure the AINF_yearly_task Job

Use the AINF_yearly_task job to set up the date in the year when Yearly Reminder 1 task in the Tasks panel grid is sent. The Yearly Reminder 1 task reminds you to perform yearly update actions, such as entering new KX modifier thresholds, updating reimbursement rates, and so on. Select the AINF_yearly_task job in the grid. The current parameters for the job appear in the fields below the grid. Select the Date field to select the date that you want the task reminder to fire. Select whether you want the task job to run or not: To set the job to run, make sure the Yes checkbox is selected. To turn off the tasking job, clear the Yes checkbox. No task will be sent, even if the task is set to Enabled in the Task panel grid. Select Update. Parent topic: Tasking Jobs

NextGen® Therapy Suite Help 30.3.13.0

Tasking Manager

The NTS Tasking Manager practice-level configuration template is where you set up and maintain all tasking (both manual and automatic). Tasks Panel Task Options Panel Tasking Workgroup Location Setup Tasking Jobs Parent topic: Configuring NextGen Therapy Suite

Tasking Jobs

Recommendations

Task Options Panel

Tasks Panel

Configure the AINF_nightly_POC_check Job

Configure the AINF_nightly_enc_check Task Job

Configure the AINF_yearly_task Job

Tasking Manager

Task Options Panel

Tasks Panel

Configure the AINF_nightly_POC_check Job

Configure the AINF_nightly_enc_check Task Job

Configure the AINF_yearly_task Job

Tasking Manager