Tasking Workgroup Location Setup

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

Tasking Jobs

Use the Tasking Jobs panel to configure tasking jobs that run on a regular timeframe. The grid has two nightly jobs and a yearly task job. Each of these jobs works in conjunction with a specific task in the Task panel grid. Configure the AINF_nightly_POC_check Job Configure the AINF_nightly_enc_check Task Job Configure the AINF_yearly_task Job Parent topic: Tasking Manager

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

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 Location Setup

Recommendations

Task Options Panel

Tasking Jobs

Tasking Workgroup Setup

Create a Location-Based Workgroup

The Location Workgroup Category Grid

Remove a Location Workgroup

Tasking Workgroup Location Setup

Task Options Panel

Tasking Jobs

Tasking Workgroup Setup

Create a Location-Based Workgroup

The Location Workgroup Category Grid

Remove a Location Workgroup