EPM 5 8 Best Prac and Tasks Catalog Feb2014

NextGen Enterprise Practice
Management (EPM)
Best Practices Guide and Tasks
Catalog
Version 5.8
Copyright 1994-2013 NextGen Healthcare Information Systems, Inc. All Rights Reserved.
NextGen is a registered trademark and service mark of NextGen Healthcare Information Systems, Inc.
Notice:
Adobe and Acrobat are registered trademarks of Adobe Systems Incorporated in the United States and/or
other countries.
Microsoft, SQL Server, Windows, Windows Vista, Internet Explorer, Office, Word, Excel and Outlook
are registered trademarks of Microsoft Corporation in the United States and/or other countries. Although a
Microsoft trademark may appear in certain images within this document, Microsoft Corporation is not
responsible for warranty support on the NextGen software products.
In as much as possible, default procedures in this guide were developed using the most current Microsoft
operating system and most current Microsoft server operating system. When required, procedures in this
guide were developed based on the Microsoft Windows 7 operating system and/or Windows Server 2008
and SQL Server 2008, unless otherwise noted. Screenshots in this document were primarily developed
using the Windows 7, Windows Server 2008 and SQL Server 2008 systems. Note: Other Windows
operating systems that support this product may work differently.
All other names and marks are the property of their respective owners.
The examples contained within this publication are strictly present to show functionality of the software
and are not intended to be guidelines for medical decisions or clinical approaches.
Although we have exercised great care in creating this publication, NextGen Healthcare Information
Systems, Inc. assumes no responsibility for errors or omissions that may appear in this publication and
reserves the right to change this publication at any time without notice.
Although NextGen Healthcare provides accurate documentation at the time of publication, it cannot
guarantee going forward that websites links to third-party vendors listed in this document do not become
obsolete. NextGen Healthcare is not responsible for the contents of any such linked sites or any link
contained in a link site, or any changes or updates to such sites. The inclusion of any link does not imply
endorsement by NextGen Healthcare of the site and is solely being provided to you as a convenience. Use
of any such linked web site is at the users own risk.
Notice:
The following are all registered trademarks or trademarks of NextGen Healthcare Information Systems,
Inc.:
NextGen Ambulatory EHR
NextGen EHR Connect
NextGen Optical
Management
NextGen Appointment
Scheduling
NextGen Financial Insight
NextGen Patient Portal
NextGen Billing Service

Management
NextGen HIE
NextGen Practice
Management
NextGen CHC Reporting

Module
NextGen HQM
NextGen Real Time

Services
NextGen Dashboard
NextGen KBM
NextGen Remote Patient

Chart Synchronization
NextGen Document
Management
NextGen Mobile
NextPen
The following terms may be used interchangeably throughout this document:

NextGen Ambulatory EHR and NextGen EHR
NextGen Practice Management and NextGen EPM
NextGen Optical Management and NextGen Optik
NextGen Document Management and NextGen ICS
NextGen Patient Portal and NextMD
NextGen Remote Patient Chart Synchronization and NextGen PatientSync
NextGen CHS and NextGen HIE
Address comments concerning this document to: documentationfeedback@nextgen.com, Web site:
http://www.nextgen.com
Document Revision History

App Version
Date
Document Version
5.8
01/02/2014
1.0 Draft
5.8
01/06/2014
Draft 2
5.8
01/08/2014
Draft 3
5.8
01/29/2014
Draft 3
This page is intentionally left blank.
EPM Best Practice Guide and Task Catalog
Contents
About this Guide
7
Purpose ........................................................................................................................................ 7
Audience...................................................................................................................................... 7
Assumptions ................................................................................................................................ 7
General Information
System Setup for Tasks/Worklog Functionality

10
Security Settings ........................................................................................................................ 10
Recommended Security Settings for Management Staff ...................................................... 10
Modules ............................................................................................................................ 10
Operations ........................................................................................................................ 10
Set access to Yes on all of the following: ........................................................................ 10
Recommended Security Settings for Non-Management Staff .............................................. 11
Modules ............................................................................................................................ 11
Operations ........................................................................................................................ 11
*Controlling the Transferring of Tasks ................................................................................. 11
File Maintenance Settings ......................................................................................................... 12
User Preferences ........................................................................................................................ 12
Enterprise Preferences ............................................................................................................... 13
Practice Preferences .................................................................................................................. 14
Set Required Fields ............................................................................................................... 14
Set Automatic Options ..................................................................................................... 15
Task Approval Profiles.............................................................................................................. 15
Task Workgroups ...................................................................................................................... 16
Task Completion Reasons ......................................................................................................... 16
Customizing the Worklog Display ............................................................................................ 17
Do not refresh Worklog after updating tasks ........................................................................ 17
The Worklog Manager real time column display.................................................................. 17
Configuring Task Types ............................................................................................................ 18
Source Type........................................................................................................................... 18
Task Value............................................................................................................................. 19
Practice specific Parameters in Tasks ....................................................................................... 19
Options tab ............................................................................................................................ 19
Auto Creation Tab ................................................................................................................. 20
Auto Create Location, Rendering and Payer/Fin Class Tabs ................................................ 21
Auto Completion Tab ............................................................................................................ 22
Auto Worker Tab .................................................................................................................. 23
Creating Tasks
24
Manually Assigning Tasks on Demand .................................................................................... 24
Appointment Task Options ................................................................................................... 24
02/18/2014
Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.
Page 3 of 72
Contents
Account Task Options ........................................................................................................... 24

Encounter Task Options ........................................................................................................ 24
Chart Task Options................................................................................................................ 24
Invoice Task Options ............................................................................................................ 25
User Task Options ................................................................................................................. 25
Assigning Tasks from Reports .................................................................................................. 25
Appointment Tasks ............................................................................................................... 25
Account Tasks ....................................................................................................................... 25
Chart Tasks ............................................................................................................................ 25
Encounter Tasks .................................................................................................................... 26
Invoice Task Options ............................................................................................................ 26
Worklog
27
Worklog Manager Display ........................................................................................................ 28
Worklog Filters ......................................................................................................................... 29
Best Practice Task Examples
30
Front Office Tasks ..................................................................................................................... 30
Obtain Authorization/Referral............................................................................................... 30
New Patient Information ....................................................................................................... 31
Waiting List Patients ............................................................................................................. 31
Auto-Worker Option: None .................................................................................................. 32
Appointment Scheduled for Non-Participating Provider ...................................................... 32
Appointment Reschedule List (Bump List) ....................................................................... 33
Appointment Report Information .......................................................................................... 33
Accounts Receivable Follow Up Tasks .................................................................................... 34
Patient Credit Balances ......................................................................................................... 34
Insurance Credit Balances ..................................................................................................... 34
Statement Indicator Turned Off Account level .................................................................. 35
Statement Indicator Turned Off Chart level ....................................................................... 35
Statement Indicator Turned Off Encounter level ............................................................... 35
Patients Not Making Acceptable Payments .......................................................................... 36
Large Patient Balances .......................................................................................................... 37
Budget Has Become Pre-Listed ............................................................................................ 37
Follow Up All Outstanding Insurance Balances ................................................................... 38
Follow Up Unpaid Invoices .................................................................................................. 39
Accounts Receivable Report Information ............................................................................. 39
Setting up Auto Worker Options ............................................................................................... 40
Creating Account Alerts ........................................................................................................ 40
Creating Chart Alerts ............................................................................................................ 40
Moving Unpaid Primary Insurance Balances to Next Responsibility................................... 41
Moving Unpaid Secondary Insurance Balances to Next Responsible Party ......................... 41
Small Balance Write Offs ..................................................................................................... 42
Monitoring Tasks and User Productivity .................................................................................. 43
Reports .................................................................................................................................. 43
Task Analysis Report ....................................................................................................... 43
Task Details Report .......................................................................................................... 44
Page 4 of 72
02/18/2014
EPM Best Practice Guide and Task Catalog
Task Approval Report ...................................................................................................... 45

Appendix A Task Configuration Options
46
Account Task Actions ............................................................................................................... 46
Appointment Waitlist Task Options .......................................................................................... 55
Appointment Task Options ....................................................................................................... 55
Chart Task Options.................................................................................................................... 58
Encounter Task Options ............................................................................................................ 61
Invoice Task Options ................................................................................................................ 67
Transaction Task Options.......................................................................................................... 67
User Task Options ..................................................................................................................... 68
02/18/2014
Page 5 of 72
Contents
This page is intentionally left blank.
Page 6 of 72
02/18/2014
NextGen Product User Guide, Version x.x
CHAPTER 1
About this Guide

Purpose
This guide was developed to provide information on how to configure and use the Task/Worklog
feature in the NextGen EPM system. The flexibility within the Task configuration is designed to
adapt to the business rules and policies of each organization.
The Best Practices section in this guide is designed to share information about how other
NextGen customers have utilized this functionality to meet the specific business needs of their
organization. Many of the set up options described here can be customized to meet the unique needs
of an organization.
These are to be used as guidelines, examples, and intended to be somewhat generic. Setup of tasks
that include or require entry of dates, numbers, dollar amounts, etc. can be edited to fit the specific
needs of your organization.
Audience
This guide is intended for use by all NextGen EPM application clients.
Assumptions
This guide assumes that the user meets or exceeds the following:
Working knowledge of NextGen EPM application
Basic understanding of tasking
Basic computer skills
02/18/2014
Page 7 of 72
EPM Worklog Best Practice Guide and Task Catalog
CHAPTER 2
General Information
The NextGen Tasks/Worklog manager is a powerful tool that can be used to automatically or
manually assign and complete specific tasks. From appointment scheduling to accounts receivable
follow up, tasks can be used to automate workflow in a typical medical office.
Using the Task reporting capabilities, employee productivity and workload can be monitored and
evaluated.
For a complete overview of the tasking functionality, please refer to the NextGen EPM User Guide.
02/18/2014
Page 9 of 72
CHAPTER 3
System Setup for Tasks/Worklog

Functionality
Security Settings
Security settings control user access to tasks and associated task functionality. These settings are
made at the User Group level in System Administrator.
Recommended Security Settings for Management Staff

Modules
Assign rights for View, Add, Update, Delete, and Print to all of the following:
File Maintenance > Master Lists (Task Completion Reasons and Task Subgroupings)
File Maintenance > Approval Profile
File Maintenance > Task Types
File Maintenance > Task Workgroups
Tasks
Operations
Set access to Yes on all of the following:
Advisor
Tasks
Tasks
Allow EHR Task Generation from EPM
Allow Encounter Void Task Deletion
Allow Transaction Approval Task Deletion
Allow User Task Approval for Other Users
Modify Task Type
Tasks Auto Create Discontinue
Task Instruction Modification
Task Manager
Task Reports
Task Subgroupings
Task Transfer
Task Update
Page 10 of 72
02/18/2014
Recommended Security Settings for Non-Management Staff

Modules
Set access for each item as noted below:
File Maintenance > Task Types = View, Print
File Maintenance > Task Workgroups = View, Print
Tasks = View, Add, Update
NOTE: All other Task related security under Modules should be removed.
Operations
Set access for each item as noted below;
Advisor
Tasks = Yes
Tasks = Yes
Allow EHR Task Generation from EPM = Yes (if EPM users will be tasking EHR users)
Tasks Auto Create Discontinue = Yes
Task Instruction Modification = No
Task Manager - *See the note below on Controlling the Transferring of Tasks
Task Reports = No
Task Transfer = Yes
Task Update = No
NOTE: All other Task related security under Operations should be set to no.
*Controlling the Transferring of Tasks

The ability to transfer tasks is controlled by using the Secured Transfer to option in the Task Type
setup and the Task Manager Security option.
The Task Manager Security option in System Administrator does the following:
Task Manager = Yes - The user can transfer tasks to any other User or any Task Workgroup.
Task Manager = No - The user can transfer tasks only to Task Managers or to those Users/Work
Groups designated in the Secured Transfer to field within the Task Type setup.
If the Task Manager Security option is not assigned to anyone in the practice, Tasks cannot be
transferred between users except as designated in the Secured Transfer To option on the Task Type.
The Secured Transfer To option in the Task Type allows the designation of specific users or Task
Workgroups as those allowed to receive this task from other users. Any users or Task Workgroups
entered in this field will always be available as options when a user is transferring a task.
02/18/2014
Page 11 of 72
File Maintenance Settings

File Maintenance > Master Files > System > EPM > Enterprises > Preferences > General tab
Task Subgrouping 1 & 2 Captions
Create Tasks during Claim Edits
Create Tasks during the Billing Process
File Maintenance > Master Files > System > EPM > Practices > Preferences
Alerts tab
Tasks tab
File Maintenance > Master Files > Practice > EPM
Task Approval Profile
Task Workgroups
File Maintenance > Master Lists
Task Completion Reasons
Task Subgroupings
User Preferences
EPM > Admin > User Preferences > General
Advisor
Tasks tab
File Maintenance > Master Files > Practice > EPM > Default User Prefs - General* (see note
below)
Advisor
Tasks tab
*This setup is not required unless you are currently using or plan to use the Default User Preference
setup.
Page 12 of 72
02/18/2014
Enterprise Preferences
File Maintenance > Master Files > System > EPM > Enterprises > Preferences > General tab
The options defined here are unique to the enterprise in which they are created.
Subgroupings allow users to categorize tasks. Categories can help users in managing, searching for,
and reporting on tasks. Enter captions for one or both of the Task Subgrouping fields. The captions
will display to users when in a Task in EPM.
Task Subgrouping pick-list items created in Master Lists become available in the following areas:
File Maintenance > Task Types
EPM > Worklog Manager
EPM > Add/Edit Task
EPM > Task Reports
NOTE: Additional setup required in File Maintenance Master Lists. Choices that will display
for users in a drop down pick-list in the Subgroup field will need to be created the Master
Lists table. This is covered in the Master Lists section of this document. These fields can be
set as Required in Practice Preferences under Tasks.
02/18/2014
Page 13 of 72
Practice Preferences
File Maintenance > Master Files > System > EPM > Practices > Preferences > Alerts
The options defined here are unique to the practice in which they are created.
To display account alerts when opening a task select Account Alerts > Task
To display chart alerts when opening a task, select Chart Alerts > Task
Set Required Fields

File Maintenance > Master Files > System > EPM > Practices > Preferences >Tasks
The following is a list of fields that can be set under the section Required Fields. These
requirements will apply to all tasks for the practice.
Field Name
Subject
Details
Status
Priority
Assigned To
Start Date
Follow Up Date
Expiration Date
Task Subgrouping 1
Task Subgrouping 2
NextGen
Recommended Setting
The following is a list of fields that can be set as Required Fields under the section When Status is
Completed. These requirements will apply to all tasks for the practice when the task has been
changed to a status of completed.
Field Name
Require Completed By
Require Completion Date
Require Completion Reason
Page 14 of 72
NextGen
Recommended Setting
02/18/2014
Set Automatic Options

The following is a list of options that can be set as defaults and restrictions under When Status is
Completed. These requirements will apply to all tasks for the practice when the task has been
changed to a status of completed.
Option Name
Default Completed By with Current User
Default Completion Date with Current Date
Do Not Allow Past Completion Dates
Do not Allow Modification of Completion
Date
NextGen
Recommended Setting
Task Approval Profiles

File Maintenance > Master Files > Practice > EPM >Task Approval Profile
A Task Approval Profile defines Users by Location that will be responsible to approve tasks that have
met criteria specified in an auto-create Task Type. It also defines the order in which the approvers fall
within the approval queue. Users within a profile can be notified via Outlook email when a task that
needs their approval reaches their queue.
NOTE: Tasks with transactions entered with a source of Encounter will be routed for
approval to the user(s) defined in the Task Approval Profile that is linked to the Task Type
based on the Location from the Encounter.
Tasks with transactions entered with a source of Account, Budget or Invoice do not have
a Location that can be used to determine the routing. Therefore, Account/Budget/Invoice
transactions will be routed for approval to the user(s) defined in the default Task Approval
Profile that is linked in Practice Preferences > Tasks Tab. This profile must include ALL
Locations.
02/18/2014
Page 15 of 72
Task Workgroups
File Maintenance > Master Files > System > Practice > EPM > Task Workgroups
Tasks can be assigned to one user or to a group of users. Task Workgroups allow users to be grouped
together to assign EPM tasks.
The list below gives some examples of common workgroups:
Commercial Claim Follow Up Team

Medicare Claim Follow Up Team
Medicaid Claim Follow Up Team
Referral/Authorization Coordinators
Charge Entry Staff
Denial Follow Up Staff
Note: Some clients report that it is easier to manage Task Workgroups than to change
individual tasks when they encounter employee turnover. Task Workgroups can contain only
one user or multiple users and can be assigned to one or more tasks.
Task Completion Reasons

File Maintenance > Master Lists > Task Completion Reasons
The following is the list of standard reasons available in the NGProd database received at install.
Users should be aware that at least one completion reason is required before tasks are set up to
complete automatically.
Page 16 of 72
Adjustment Made
Appointment Rescheduled
Budget Plan Disabled
Budget Plan Enabled
Claim Refiled
Completed Automatically (System)
Completed Manually (User)
Encounter Rebilled
Error Corrected
Insurance Contacted
Not Completed In Time
Patient Contacted
Payment Received
Referral / Authorization Entered
Referral / Authorization Obtained
Refund Requested / Processed
Statement Indicator Turned Off
02/18/2014
Customizing the Worklog Display

EPM > Admin > Preferences > User > General > Tasks tab
Users are able to customize how Worklog information displays their tasks by selecting the desired
options on the task tab in User preferences. Users are able to set the following preferences:
Highlight My Task In user can select from 6 colors
Sort My Task By user can select 1 of 8 Task Manager column headers
Ascending or Descending Order options available
Do not refresh worklog after updating tasks
Worklog Manager real time column display
Do not refresh Worklog after updating tasks

The Do not refresh worklog after updating tasks option will act as the default setting when using the
Worklog. Selecting this option will allow the user to continue working down the list without having
to wait for the list to refresh after every update. This will expedite using the Worklog and allow the
user to retain their place in the list once a task is completed. The list is refreshed manually at any time
by selecting the Find option.
The Worklog Manager real time column display

The Worklog Manager real time column display options allow each user to determine which real
time data columns to return when using the worklog. The real time columns will be indicated on the
worklog with clock icons.
It is recommended that each user select only the columns that contain data needed for that employee.
For example, if the user will not be working on appointment tasks, it would not be necessary to select
the appointment date column.
02/18/2014
Page 17 of 72
Configuring Task Types

File Maintenance > Master Files > System > EPM >Task Types
In addition to Tasks pre-installed in File Maintenance and received on your install, New Task Types
can be added. The name of the task, the Task Value and Source Type fields are shared among all
Practices within an Enterprise. All other information and configuration options are unique to the
Practice in which they are created. This information displays in the Practice Parameters section of
the Task Type window.
NOTE: For a complete list of all the Auto Creation, Auto Completion, and Auto Worker
configurations, see Appendix A.
Source Type
Source Type determines the configuration options for the task; where it is used and viewed within the
NextGen; and what data will be available for the task.
Page 18 of 72
Account (Employer and Patient Accounts)

Appointment
Appointment Request
Appointment Waitlist
Chart
Encounter
Invoice
Transaction
User
02/18/2014
Task Value
Task Value is used to determine the relative weight of a task. Can be used for productivity
measurement and reporting.
Practice specific Parameters in Tasks

The following are practice parameters tabs. The options available are unique to the practice in which
they are created.
Options tab
The Options Tab allows users to set the following task options:
02/18/2014
Generate System Alert: creates an alert when accessing the patient that has this task
assigned.
Default Priority: High, Low, Normal
Default Assigned To: Used to determine whom the task will be assigned to when it is
manually created or created through claims edits. The assignment of manually created tasks
can be overridden at the time of task creation. If this field is left blank, it will require the user
to select a user or Task Workgroup when the task is created.
Secured Transfer To: Limits the users and Task Workgroups available when transferring a
Task. If the user has the Task Manager security, this limitation will not apply.
Supervisors Task Instructions: Enter instructions specific to this task that will assist the
user in its completion.
Discontinue future auto creation of this task type: Once a task is marked completed, this
option prevents additional tasks of the same type from being automatically created for the
specific source.
Workable Task: Selecting this option determines which tasks display during the Check-In
and Check-out Autoflow process. Only those tasks that are Not Started or In Progress will
display during autoflow. Additional option in Practice Preferences > AutoFlow allows the
practice to gray out the autoflow button and require the user to complete the tasks listed in
order to continue.
Initiate Task in EHR: Allows EHR users to create and sent Tasks to EPM Users.
Page 19 of 72
NOTE: Tasks created in EHR for EPM are only tracked in EPM once it is sent. E.g. if
created in EHR and sent to EPM, this task will now be tracked in EPM only and is not
viewable in EHR.
Auto Creation Tab

Once a Source Type is selected, the auto creation options unique to that Source Type can be accessed
for editing. Right clicking on the Task action will display the option to open the task for defining
the Auto Create parameters.
Tasks can be automatically created if the criteria defined on this tab are met. Tasks will not be recreated if there is an existing open task for the source and task type.
Default Assigned to for all selected actions: Task Workgroups or individual Users selected
here are assigned automatically to any tasks automatically created from the action(s) selected
unless otherwise specified in the Override assigned to field.
Exclude encounter status for applicable auto create actions (Account Source type
ONLY): Drop down list includes; Bad Debt, Billed, History, Rebill and Billed
Exclude encounter in budget status for applicable auto create actions: (Account Source
type ONLY)
Activate: It is necessary to place a green check next to any and all actions users would like to
activate for automatic creation of this task.
Action: The actions listed are hard coded by the system and contingent on the Source Type
selected. Each Source Type has a different set of associated options. To configure the
specifics of the action, users right-click on the action and select Open. A dialogue box
displays.
Auto-Creation actions are considered OR conditions. In other words, if users select more
than one of these options a task will automatically be created if the source meets either of
these conditions it does not have to meet all the conditions selected, just any one of them.
Page 20 of 72
02/18/2014
Override assigned to: Task Workgroups or individual Users selected here will be
automatically assigned any tasks that are created from this specific action.
Processed: Tasks using auto-create function have two options: Nightly or immediately. The
tasks that say nightly will create when the Task Update process is run, either automatically
during a nightly SQL job, or manually from within the NextGen EPM application from the
File > Processes > Task Update menu option. The exceptions are tasks that use counters
(e.g. dates greater than x). They will not update during the manual process until the date
criteria is satisfied.
Auto Create Location, Rendering and Payer/Fin Class Tabs

Once a Source Type is selected additional Auto Create setup options will become available; the Auto
Create Location; Rendering; Payer/Fin Class options are unique to the Source Type and available as
follows:
Appointment - Auto Create Location, Auto Create Rendering

Appointment Waitlist - Auto Create Location, Auto Create Rendering
Encounter - Auto Create Location, Auto Create Rendering, Auto Create Payer/Fin Class
Transaction - Auto Create Location, Auto Create Rendering, Auto Create Payer/Fin Class
This option does not apply to Account, Appointment Request, Chart, Invoice, and User tasks.
Where applicable, these options allow one method to be defined that is used in automatically
assigning tasks to a Task Workgroup or individual user.
Once data is entered into one of the available tabs, the other tabs will be no longer accessible.
To enter data:
1. Select a Location, Rendering, Payer or Financial Class
2. Select a User or Task Workgroup.
3. Use the blue arrow to move the User/Task Workgroup into the Selected area. One or more
Users/Task Workgroups can be added per Location, Rendering, Payer or Financial Class.
Any Locations, Renderings, Payers or Financial Classes left blank will use the Default
Assigned To selection on the Auto Creation tab.
02/18/2014
Page 21 of 72
Auto Completion Tab

Once a Source Type is selected, the Auto Completion options unique to that Source Type will be
available for selection.
Default Completion Reason for all selected actions: The Completion Reason selected will
be used on any tasks that are automatically completed from the action(s) selected unless
otherwise specified in the Override completion reason field.
Activate: It is necessary to place a green check next to any and all actions that users would
like to activate for automatic completion of this task. These actions are OR conditions.
Satisfying any one of the selected parameters will complete the task.
Action: The actions listed here are hard coded by the system and contingent on the Source
Type selected. Each Source Type has a different set of associated options. To configure the
specifics of the action, users right-click the action to activate it and select Open. A dialogue
box displays to enter the parameters.
Override completion reason: Completion Reasons selected here will be used on any tasks
that are completed from this specific action.
Processed: Tasks using auto-create function have two options: Nightly or immediately. The
tasks that say nightly will create when the Task Update process is run, either automatically
during a nightly SQL job, or manually from within the NextGen EPM application from the
File > Processes > Task Update menu option. The exceptions are tasks that use counters
(e.g. dates greater than x). They will not update during the manual process until the date
criteria is satisfied.
Page 22 of 72
02/18/2014
Auto Worker Tab

Once a Source Type is selected, the Auto Worker options unique to that Source Type will be available
for selection. Each Auto Worker action has specific Auto Create actions designed to work with that
Auto Worker feature.
To determine the appropriate Auto Creation action choices:
1. Right-click the Auto Worker action
2. Select Auto Create Actions. This highlights all available Auto Creation actions that apply to
this selection in blue on the Auto Creation tab. At least one Auto Create action must be
activated before the Auto Worker action can be configured.
02/18/2014
Activate: It is necessary to place a green check next to any and all actions users would like to
activate for automatic completion of this task.
Action: Actions listed here are hard coded by the system and contingent on the Source Type
selected. Each Source Type has a different set of associated options. To configure the
specifics of the action, users right-click the action to activate it and select Open. A dialogue
box displays.
Page 23 of 72
Creating Tasks
CHAPTER 5
Creating Tasks
Tasks are created manually, on an as needed basis, or automatically by the NextGen EPM
application. The options to create them depend upon the Source Type of the task.
Manually Assigning Tasks on Demand

Tasks can be added one at a time, when a specific issue is identified for tracking and/or follow up.
Appointment Task Options

From the Appointment Book or Appointment List:
1. Rright-click the appointment and select Work Tasks
2. Open an appointment and select the Task/Prov tab; right-click in the Tasks section and select
New
Account Task Options

From the Account Profile:
1. Select the Notes tab
2. Select the Tasks folder; right-click and select New
3. Within the Transaction Entry screen (with a source of Account, Budget, or Invoice), select the
New Task icon
Encounter Task Options

From the Patient Chart or Encounter Look up screen
1. Right-click the encounter and select Tasks
2. From the Charge Posting screen (in Encounter mode), select the New Task icon
3. From the Transaction Entry screen (with a source of Encounter), select the New Task icon
Chart Task Options

In the patient chart:
1. select the Clinical History/Notes tab
2. select the Tasks folder; right-click and select New
Page 24 of 72
02/18/2014
Invoice Task Options

From the Account Profile (Employer account):
1. Select the Notes tab, select the Tasks folder; right-click and select New
2. Within the Charge Entry screen (in Invoice mode), select the New Task icon
User Task Options

From the Tasks menu, select Create Task
Assigning Tasks from Reports

Tasks are manually created in bulk from reports using the Assign Task icon.
Memorized
version of these same reports can be used in conjunction with the setup of Jobs in Background
Business Processor (BBP) to create tasks during non-office hours.
NOTE: Tasks can also be created in bulk from EHR reports using the Assign Task icon.
Only Tasks with a source type of Chart are available for selection.
Appointment Tasks
Reports > Scheduling > Appointment Listing

Reports > Scheduling > Kept Appointments w/no Charges
Account Tasks
Reports > General > Statements

Reports > Accounts Receivable > Budget Reports
Reports > Accounts Receivable > Collections > Account Summary
Chart Tasks
02/18/2014
Reports > General > Patient Chart Demographics

Reports > General > Patient Chart Demographics with Providers
Reports > General > Patient Recall
Page 25 of 72
Creating Tasks
Encounter Tasks
Reports > General > Claim Requests

Reports > General > Patient Insurance Listing
Reports > Accounts Receivable > Aging Analysis
Reports > Accounts Receivable > Billed Encounters
Reports > Accounts Receivable > Unbilled Encounter
Reports > Accounts Receivable > Collections > Insurance Aging Analysis
Reports > Accounts Receivable > Collections > Insurance Detail
Reports > Accounts Receivable > Collections > Insurance Summary
Reports > Accounts Receivable > Collections > Collections FollowUp
Reports > Daily > Charges
Reports > Daily > Encounters
Reports > Accounts Receivable > Aging Analysis

Reports > Accounts Receivable > Collections > Insurance Aging Analysis
Reports > Accounts Receivable > Collections > Insurance Detail
Reports > Accounts Receivable > Collections > Insurance Summary
Reports > Daily > Charges
Page 26 of 72
02/18/2014
CHAPTER 6
Worklog
Once a task is created and assigned, it appears in the users Worklog. Users access their Worklog
from any of the following locations:
02/18/2014
The Worklog Icon on the main toolbar

The Tasks section of the Advisor screen
The Open Task indicator on the bottom status bar
Page 27 of 72
Worklog
Worklog Manager Display

The Worklog Manager window is used to look up tasks based on the search criteria entered. The
window is designed to allow users to configure the columns in the order that provides the most clear
and pertinent data. To begin, the user should select My Tasks, which will automatically bring up all
tasks assigned to the user (or to a workgroup to which the user belongs) that have a status of In
Progress or Not Started.
The columns can be re-arranged by dragging and dropping them into place and will remain in this
order unless manually reset. To reset the column order, right-click on the blue area of the top toolbar
and select the Reset desktop settings options.
NOTE: This option resets all column settings within the NextGen EPM application.
Data in the Worklog Manager is ordered by clicking on the column name. For example, to list tasks
by account balance, click the Acct Bal column heading. This puts the column in ascending order.
To put the information in descending order (highest balance first), click the column heading again.
Page 28 of 72
02/18/2014
Worklog Filters
The Advanced tab allows additional filtering capability to prioritize the tasks. Multiple conditions can
be configured to ensure users are working on the highest priority items.
02/18/2014
Page 29 of 72
CHAPTER 7

Front Office Tasks
The following are some examples of tasks that can be automatically or manually assigned to assist the
front office staff in following up on specific action items.
Obtain Authorization/Referral
Purpose: An appointment is made but there is not an authorization/referral on file for this service.
The staff would manually create this task to the patients appointment. It can be automatically
assigned when building the Task Type or manually assigned when created.
Source Type: Appointment
Auto-Create Option: Auto create options are available for clients who have purchased RTS. Training for
the setup and usage of RTS is provided separately.
If the authorization/referral is needed for specific events only, the following options can be used:
Event <Unknown> is schedule

Event <Unknown> is scheduled at Location <Unknown>
Auto-Complete Options:
Appointment cancelled
Appointment deleted
Patient expired
Auto-Worker Option: None
Page 30 of 72
02/18/2014
New Patient Information

Purpose: When an appointment is made for a new patient a task can automatically be created and
directed to the appropriate staff for action. This could include setting up a new chart; performing a
pre-registration; or sending the patient practice information. The auto-create action should contain all
Event types that represent new patients in your organization.
Auto-Create Option:
Event <New Patient> is scheduled
Appointment deleted
Patient expired
Waiting List Patients

Purpose: To utilize the Waitlist functionality that automatically queues patients that are waiting for
an earlier appointment. To use this feature, it must be enabled in Practice Preference > Wait List
tab.
The "Minimum Lead Time to Generate a Waitlist Worklog Task feature allows the user to set the
amount of time (in minutes) required as advanced notice to schedule an appointment from the wait
list.
02/18/2014
Page 31 of 72
Source Type: Appointment Waitlist

Auto-Create Options:
Waitlist batch update to match potential candidates to open appointment slots

Waitlist matches open slot
Waitlist completed successfully

Waitlist modified or deleted
Waitlist no longer has open slot available
Waitlist no longer matches open slot due to another appointment being booked
Appointment Scheduled for Non-Participating Provider

Purpose: Identify patients who have an appointment scheduled with a provider that does not
participate in their insurance.
NOTE: Tracking provider participation in insurance plans requires a Contract Library be
created and attached to the Payer Master File > Practice Tab > Libraries subtab. No fee
schedule is required to use this feature.
Page 32 of 72
02/18/2014

Auto-Create Option:
Rendering does not participate in primary insurance plan

Rendering does not participate in primary insurance plan at location <Unknown>
Appointment deleted
Appointment Reschedule List (Bump List)

Purpose: Identify patients who need to have their appointments rescheduled due to a change in the
appointment schedule.
Auto-Create Option:
Appointment no longer matches the resources template due to a template exception.
Appointment deleted
Appointment kept/checked in
Appointment Report Information

Purpose: Isolate information using a customized appointment listing report and task only those
items. Some examples include: all patients who had a no show or cancelled appointment for the
previous week (using Filter 1 options); all patients who have a patient balance greater than $x.xx that
have an appointment for tomorrow (using Filter 2 options).
Once the report is created, select the Assign Tasks icon.
Auto-Create Option: None
Appointment deleted
Patient expired
02/18/2014
Page 33 of 72
Accounts Receivable Follow Up Tasks

These tasks can be automatically created to identify patient balances and third party for follow up or
other action.
Patient Credit Balances

Purpose: Identify patient accounts with an overall credit balance in patient responsibility.
Source Type: Account
Auto-Create Option:
Guarantor balance is between <-9999.99 & -0.01 >
Account balance of $0.00
Insurance Credit Balances

Purpose: Identify encounters with a credit balance outstanding to a third party payer.
By selecting all financial classes in the COB1 position, any third party balance will be captured,
regardless of where the outstanding credit resides. For example, if Medicare is primary and the credit
balance is outstanding to the secondary payer, BCBS, this task will still create because Medicare was
in the primary position and the balance meets the criteria.
Source Type: Encounter
Auto-Create Option: Encounter is greater than <X> days old from <___> and 3rd party balance is
between <-9999.99 & -0.01 > for <Fin Class= All financial classes except patient pay> where fin
class/payer is <COB 1> and encounter status in <Billed, Rebilled>
Encounter reaches History status

Third party of balance of $0.00
Page 34 of 72
02/18/2014
Statement Indicator Turned Off Account level

Purpose: Identify patient accounts with than have had the statement indicator turned off. These
patients would not be receiving a statement for any of the encounters attached to the account.
Auto-Create Option: Print statements indicator turned off for more than <_> days
Print statements indicator turned on
Statement Indicator Turned Off Chart level

Purpose: Identify patient charts with than have had the statement indicator turned off. These
patients would not be receiving a statement for any encounters on that chart.
Source Type: Chart
Statement Indicator Turned Off Encounter level

Purpose: Identify patient encounters with than have had the statement indicator turned off. These
patients would not be receiving a statement for that encounter.
02/18/2014
Page 35 of 72
Patients Not Making Acceptable Payments

Purpose: Identify patient accounts where the patient has not made an acceptable payment in a
certain time period.
NOTE: The acceptable payment criteria is entered in Practice Preferences > Statements.
Setting this parameter activates the Statement Counter feature on the patient account.
Once this parameter is defined, every time the patient receives a statement, the statement
counter will add one number to the counter.
If the patient makes an acceptable payment, it will be automatically reset to 0. For example, if a
patient receives four statements without making an acceptable payment, they will have a statement
counter of 4.
Page 36 of 72
02/18/2014

Auto-Create Option:
Account statement counter is greater than <3>

Patient payment greater than <$0.00 (acceptable payment amount) > posted
Large Patient Balances

Purpose: Identify accounts with large patient balances.
NOTE: The date of patient responsibility is automatically assigned to each encounter
when there is no longer an outstanding insurance balance. For example, if the patient had an
unpaid co-pay balance and an insurance balance, the date of patient responsibility would
be the date the insurance balance was paid in full and only the patient responsibility amount
remained. This task is automatically created if any encounter on the account meets the aging
criteria.
Auto-Create Option:
Account is greater than <0 <enter AR Days> days old from <Date of Patient
Responsibility>and guarantor balance is greater than <$0.00 (enter amount) >
Budget Has Become Pre-Listed

Purpose: To notify the staff that an account on a Budget plan is delinquent and has become pre-listed
for Bad Debt.
Auto-Create Option:
Budget has become prelisted
02/18/2014
Page 37 of 72
Follow Up All Outstanding Insurance Balances

Purpose: Identifies all outstanding insurance balances greater than a certain period. These are
automatically assigned to different staff members by using the auto create by Rendering, Location and
Financial Class tabs.
NOTE: Optionally, separate tasks can be used to identify COB1, COB2 and COB3 balances
using these parameters. If selecting that option, it is important to remember that the COB
designation within the task only relates to the financial class selected within the parameter,
not the current outstanding balance.
It is also possible to use the auto create options No third party payment received... to identify
unpaid claims. These tasks look at the claim create date and any associated transactions posted for
that insurance company.
Auto-Create Option:
Encounter is greater than <45> days old from <Last Bill Date> and 3rd party balance is
between <$5.00> and <$99,999.99> for <Financial Class = all selections except Patient
Pay> is <COB = 1> and encounter status is <Billed>.
Clean claim created

Third party balance of $0.00
NOTE: Selecting this option automatically complete the task if the encounter is rebilled. The
task would automatically re-create again in 45 days if the balance parameter was not
satisfied at that time.
Page 38 of 72
02/18/2014
Follow Up Unpaid Invoices

Purpose: Identify all outstanding invoices that match the configuration criteria.
Source Type: Invoice
Auto-Create Option:
Invoice is greater than <45> days old from <Last Bill Date> and balance is greater than
<$5.00>.
Invoice reaches History status
Accounts Receivable Report Information

Purpose: Isolate information using a customized accounts receivable report and task only those
items. Some examples include: One specific service item that is not being paid by many insurance
carriers; all outstanding balances for one specific insurance company for one specific provider. Once
the report is created, select the Assign Tasks icon.

Account Balance $0.00
02/18/2014
Page 39 of 72
Setting up Auto Worker Options

There are multiple pre-configured options that automatically perform specific functions. The task is
created and put into the patients chart, then marked completed by the Auto Worker. The following
are some examples of how these are used by other NextGen customers to automate their processes.
Creating Account Alerts

Purpose: Identifies all patients with a large balance and put an alert on their account to have them
speak with someone in the patient collections department.
Auto-Create Option:
Account is greater than < 45 (or other acceptable number> days old from <Date of Patient
Responsibility> and balance is greater than <$0.00 (acceptable amount) >.
None if auto complete options are selected, Auto-Worker Alert options will be unavailable.
Auto-Worker Option: Create account alert with subject Patient Needs to Speak with Financial
Counselor, expiration date 00/00/00, description Do not make appointment until patient speaks with
financial counselor
**NOTE** When setting up this task, the user can define either an Auto-Complete option
OR Auto-Worker option. Both cannot be defined.
Creating Chart Alerts

Purpose: Identifies all patients with that have privacy notice restrictions by putting an alert on their
chart.
Source Type: Chart
Auto-Create Option: Privacy Notice reason set to Signed With Restrictions
Auto-Complete Options: None. If auto complete options are selected, Auto-Worker Alert options
will be unavailable
Auto-Worker Option: Create a chart alert with subject Privacy Notice Restrictions,
expiration date 00/00/00, description Do not release any information Without Reviewing
Privacy Notice Restrictions First.
Page 40 of 72
02/18/2014
Moving Unpaid Primary Insurance Balances to Next Responsibility

Purpose: Identifies all unpaid claims that should have the balance moved to patient responsibility.
This can be used for primary or secondary claims in accordance with the business rules of the
organization.
Primary Claims:
Auto-Create Option: No third party payment received for <45> days since the claim process
date for <Financial Class = <Commercial> where <Financial class = COB1>.
NOTE: The example above was created for Commercial payers only. If the payment received
days is the same for multiple financial classes, this task can be created to include ALL
financial classes that apply. If the days are different, additional Tasks can be created, one for
each financial class.
Auto-Worker Option: Move balance from COB1 to Next Responsible Party
Secondary Claims:
Auto-Create Option: No third party payment received for <45> days since the last third party
payment received and third party balance is greater than <$1.00> for <Financial Class = Noncontracted Commercial> where <Financial class = COB2>.
Moving Unpaid Secondary Insurance Balances to Next Responsible

Party
Purpose: Identifies all unpaid Secondary claims that should have the balance moved to next
responsible party.
Auto-Create Option: No third party payment received for <45> days since the claim process
date for <Financial Class = <Commercial> where <Financial class = COB2>.
NOTE: The example above was created for Commercial payers only. If the payment received
days is the same for multiple financial classes, this task can be created to include ALL
financial classes that apply. If the days are different, additional Tasks can be created for each
financial class.
Auto-Worker Option: Move balance from COB2 to Next Responsible Party
Secondary Claims:
Auto-Create Option: No third party payment received for <45> days since the last third party
payment received and third party balance is greater than <$1.00> for <Financial Class = Noncontracted Commercial> where <Financial class = COB2>.
02/18/2014
Page 41 of 72
Small Balance Write Offs

Purpose: Identifies small balances available for review and write off. These options automatically
create a transaction batch that must be reviewed and posted by the staff.
PATIENT BALANCES ONLY:
Auto-Create Option:
Encounter is greater than <45> days old from <Date of Patient Responsibility> and the
patient balance is less than <5.00> for <Financial class = Patient Pay, Self-Pay> is
<COB=1> and encounter status is <Billed>.
Auto-Worker Option: Small balance write-off using transaction code <Small Balance write-off>
PATIENT AND INSURANCE BALANCES:
Auto-Create Option: Encounter is greater than <45> days old from <Last Bill Date> and the
total balance is less than <5.00> for <Financial class = Commercial, Blue Cross, Patient
Pay> is <COB=1> and encounter status is <Billed>.
Auto-Worker Option: Small balance write-off using transaction code <Small Balance write-off>
for patient balance, transaction code <Small Balance write-off - Ins> for 3rd party balance
Page 42 of 72
02/18/2014
Monitoring Tasks and User Productivity

Reports
There are there reports designed to review the task allocation and assist in monitoring staff
accountability. Also can be used to ensure that workload is evenly distributed among staff.
Task Analysis Report

Purpose: Provides an overview of all tasks and the current status of those tasks.
Reports> Tasks > Task Analysis
Columns: Select all columns except ST (Source Type abbreviation)
Customize Report Header/Footer (optional): can be edited to display a user defined Title/Header
Sorting: Group by User Name
02/18/2014
Page 43 of 72
Task Details Report

Purpose: Identify specific details about a task and/or user.
Reports> Tasks > Task Details
Columns: Source Nbr, Name, Type Desc, Start Dt, Due Dt, Fup Dt, Status Desc, Assigned to, Cmp
Dt
Assigned to: Select the employees to review
Sorting: Group by Assigned to; Group by Status Desc. Optionally, this could be grouped by Task
Type to review the activity of a specific task.
Page 44 of 72
02/18/2014
Task Approval Report

Purpose: To track and audit tasks that require one or more approvals. The report has columns that
provide specific information related the progress of approvals.
Reports> Tasks > Task Approval
Columns: Loc Name, Source Nbr, Name, Appt Amt, App User1-5, App Sts1-5, App Dt 1-5, App
Age 1-5, Create Age, Modify Age
NOTE: The above columns are also available on the Task Details Report.
Customize Report Header/Footer (optional): can be edited to display a user defined Title/Header
Sorting: Group by Tran Code
NOTE: Optional sort option examples: by Approver (App User 1-5), by Due Date.
02/18/2014
Page 45 of 72
CHAPTER 8
Appendix A Task Configuration

Options
Account Task Actions
The following is a list of the Auto-Create actions available for Tasks with the source type Account,
the Auto-Complete actions that might be used with them, and the available Auto-worker actions.
Auto-Creation Actions
Account is greater than
___ days old from <date
option> and guarantor
balance is between $___
and $____
Auto-Completion
Actions
Account balance of
$0.00
Collection letter
printed
Form template of
<select form> printed
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Total balance less
than $___
Auto-Worker Actions
Page 46 of 72
Add collection letter of

<select letter> to the
account. Send
collection letter in next
run <Y/N>
account. Send
run <Y/N>. Pre-list all
encounters on the
account for bad debt
under agency code
<select agency>,
effective date: 0 days
from today, and bad
debt status: <select
status>. Move all
encounters to the
guarantor
responsibility.
Pre-list all encounters
on the account for bad
debt under agency
code: <select
agency>, effective
date: <# of days> from
today, and bad debt
status: <select
status>. Move all
encounter balances to
the guarantor
responsibility <Y/N>
Notes
Ages from the most current
encounter attached to the
account
02/18/2014
option> and guarantor
balance is greater than
$_____

option> and third party
balance between $_____
and $_____

option> and third party
$_____
02/18/2014
Auto-Completion
Actions
Account balance of
$0.00
Collection letter
printed
Form template of
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Total balance less
than $___
Account balance of
$0.00
Collection letter
printed
Form template of
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Third party balance
less than $___
Total balance less
than $___
Account balance of
$0.00
Collection letter
printed
Form template of
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Third party balance
less than $___
Total balance less
than $___
Auto-Worker Actions
Notes

account. Send
run <Y/N>
Create account alert
with subject < alert
subject >, expiration
date <__/__/__> ,
description <alert
description>

account

account. Send
run <Y/N>
date <__/__/__> ,
description <alert
description>
This can be used for credit

balances (between 9999.99 and -0.01)

account. Send
run <Y/N>
date <__/__/__> ,
description <alert
description>

account
Page 47 of 72
option> and total balance
is greater than $_____
Account statement
counter is equal to ( X )
and guarantor balance is
between $___ and $ ___
Auto-Completion
Actions
Account balance of
$0.00
Collection letter
printed
Form template of
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Total balance less
than $___
Account balance of
$0.00
Collection letter
printed
Form template of
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Total balance less
than $___
Auto-Worker Actions
Page 48 of 72
Notes

account. Send
run <Y/N>
date <__/__/__> ,
description <alert
description>
Combines both
insurance and patient
responsibility and
identifies accounts
that meets the defined
parameters
Ages from the most

current encounter
attached to the
account

account. Send
run <Y/N>
account. Send
encounters on the
under agency code
<select agency>,
from today, and bad
status>. Move all
encounters to the
guarantor
responsibility.
debt under agency
code: <select
agency>, effective
today, and bad debt
status: <select
status>. Move all
the guarantor
Identifies accounts
that have X number
of statements without
making an adequate
payment (as defined
in Practice
Preferences >
Statements Tab)
Patient payments
are defined as
payments with the
source type of
Account.
02/18/2014
Account statement
counter is greater than
(_X_)
Account statement
counter is greater than
(_X_) guarantor balance
is greater than $_____
Auto-Completion
Actions
Account balance of
$0.00
Patient payment
greater than $___
posted
Patient payment
posted
Total balance less
than $___
Account balance of
$0.00
Collection letter
printed
Form template of
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Total balance less
than $___
Auto-Worker Actions
02/18/2014

date <__/__/__> ,
description <alert
description>

account. Send
run <Y/N>
account. Send
encounters on the
under agency code
<select agency>,
from today, and bad
status>. Move all
encounters to the
guarantor
responsibility.
debt under agency
code: <select
agency>, effective
today, and bad debt
status: <select
status>. Move all
the guarantor
Notes
Identifies accounts
that have X number
making an adequate
payment (as defined
in Practice
Preferences >
Statements Tab)
Patient payments
are defined as
payments with the
source type of
Account.
Identifies accounts
that have X number
making an adequate
payment (as defined
in Practice
Preferences >
Statements Tab)
Patient payments
are defined as
payments with the
source type of
Account.
Page 49 of 72
Budget has become
delinquent
Budget has become prelisted
Budget must be reestablished payment

amount is now too low
Page 50 of 72
Auto-Completion
Actions
Account balance of
$0.00
Budget has become
pre-listed
Budget payment
posted
Budget plan modified
Collection letter
printed
Form template of
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Total balance less
than $___
Account balance of
$0.00
Budget payment
posted
Collection letter
printed
Form template of
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Total balance less
than $___
Account balance of
$0.00
Budget has become
pre-listed
Collection letter
printed
Form template of
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Total balance less
than $___
Auto-Worker Actions
Notes
Create account alert with

subject < alert subject >,
expiration date <__/__/__>
, description <alert
description>
Identifies delinquent
budget accounts
Identifies budgets that are

pre-listed for Bad Debt
Bad debt pre-list all

encounters in budget
using collection
agency <select
agency>
date <__/__/__> ,
description <alert
description>
No Auto-Worker options
available
References the required

minimum in Practice
Preferences > Budget tab
02/18/2014
Budget payment missed
Collection letter printed
02/18/2014
Auto-Completion
Actions
Account balance of
$0.00
Budget has become
pre-listed
Budget payment
posted
Collection letter
printed
Form template of
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Total balance less
than $___
Account balance of
$0.00
Budget has become
pre-listed
Budget payment
posted
Collection letter
printed
Form template of
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Total balance less
than $___
Account balance of
$0.00
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Total balance less
than $___
Auto-Worker Actions
Notes

description>
Identifies budget payments

that were not made

description>
Identifies budget plans that

have been changed by a
user.

description>
Identifies accounts
that have had a
Demand Encounter
Letter printed
Patient payments
are defined as
payments with the
source type of
Account.
Page 51 of 72
Guarantor balance
between $____ and
$____
Guarantor balance
between $____ and
$____, third party balance
of $0.00
Guarantor balance
greater than $____
Guarantor balance less

than $____
Page 52 of 72
Auto-Completion
Actions
Account balance of
$0.00
Collection letter
printed
Form template of
Guarantor balance
less than $___<enter
amt>
Patient payment
greater than $___
posted
Patient payment
posted
Total balance less
than $___
Account balance of
$0.00
Collection letter
printed
Form template of
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Third party balance
less than $___
Total balance less
than $___
Account balance of
$0.00
Collection letter
printed
Form template of
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Total balance less
than $___
Account balance of
$0.00
Form template of
Guarantor balance
less than $___
Total balance less
than $___
Auto-Worker Actions
Notes

description>


description>
Identifies accounts with

patient balance and no
insurance balances.

description>
Identifies accounts with a

patient responsibility that
meets the parameters.

description>
Not intended to identify

credit balances.
02/18/2014
Guarantor responsibility is
greater than _____ days
old from <date option> &
guarantor balance
between $_____ &
$_______
greater than _____ days
old from <date option> &
guarantor balance
between $_____ &
$_____; third party
balance of $_____
greater than ___ days old
from <date option> &
guarantor balance is
greater than $____
02/18/2014
Auto-Completion
Actions
Account balance of
$0.00
Collection letter
printed
Form template of
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Total balance less
than $___
Account balance of
$0.00
Collection letter
printed
Form template of
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Third party balance
less than $___
Total balance less
than $___
Account balance of
$0.00
Collection letter
printed
Form template of
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Total balance less
than $___
Auto-Worker Actions
Notes

account. Send
run <Y/N>
date <__/__/__> ,
description <alert
description>

balances (between 9999.99 and -0.01).

account. Send
run <Y/N>
date <__/__/__> ,
description <alert
description>
Identifies accounts with

both a patient AND an
insurance balance that
meet the defined
parameters,

account. Send
run <Y/N>
date <__/__/__> ,
description <alert
description>
The date of patient

responsibility is added
to an encounter when
all insurance balances
are $0.00.
Ages from the most

current encounter
attached to the
account
Page 53 of 72
Minimum budget payment
not met
Minimum budget payment

too low for account
balance
Print statement indicator

turned off for more than
___ days
Third party balance

greater than $_____
Auto-Completion
Actions
Account balance of
$0.00
Budget has become

pre-listed
Budget payment
posted
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Total balance less

than $___
Account balance of
$0.00
Budget has become

pre-listed
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Total balance less

than $___
Print statement indicator
turned on
Third party balance less

than $_____
Total balance greater than

$_____
Total balance less than

$_____
Page 54 of 72
Account balance of
$0.00
Guarantor balance
less than $___
Third party balance
less than $___
Total balance less
than $___
Account balance of
$0.00
Total balance less
than $___
Account balance of
$0.00
Total balance is less
than $___
Account balance of
$0.00
Total balance is less
than $___
Auto-Worker Actions
Notes

description>
Identifies accounts that

have not made the
minimum budget payment,

description>
Identifies Perpetual
budgets accounts where
the balance increased and
the budget payment
amount does not satisfy
the required minimum
defined in Practice
Preferences > Budget tab

description>
description>
Identifies accounts that are

not receiving a statement
because the statement
indicator is turned off on
the account.

description>
description>
description>

credit balances.

credit balances.
02/18/2014
Appointment Waitlist Task Options

The following is a list of the Auto-Create actions available for Tasks the source type Appointment
Waitlist, along with the Auto-Complete actions that might be used in conjunction with them, and the
available Auto-worker actions.
Auto-Creation
Actions
Waitlist batch update to
match potential
candidates to open
appointment slots
Auto-Completion Actions
Waitlist matches open

slot
Auto-Worker Actions
Waitlist completed
successfully
Waitlist no longer has open
slot available
Waitlist no longer matches
open appointment slot due
to another appointment
being booked
N/A
Waitlist completed
successfully
Waitlist no longer has open
slot available
Waitlist no longer matches
open appointment slot due
to another appointment
being booked
N/A
Notes
Identifies any open
appointment slots that
match the waitlist when the
Scheduling Update process
is run, either automatically
during a nightly SQL job, or
manually from within the
EPM application from the
File > Processes >
Scheduling update menu
option.
Identifies any appointment
slots that become available
that match the waitlist (e.g.
another appointment is
cancelled and a matching
slot becomes available).
Appointment Task Options

The following is a list of the Auto-Create options available for the source type Appointment, along
with the Auto-Complete actions that might commonly be used in conjunction with them, as well as
the and Auto-worker actions that are available for that function.
An eligibility check is
needed because it is
<__> day(s) until the
appointment and no
eligibility check has been
performed in the last
<__> day(s)
An eligibility check
resulted in a response
status of <_____>
02/18/2014
Auto-Worker Actions
Appointment cancelled at
_______ location
Appointment deleted
Patient Expired

expiration date
<__/__/__> , description
<alert description>
_______ location
Appointment deleted
Appointment kept/checked
in
Form Template of <select
form> printed
Patient Expired

expiration date
<alert description>
Notes:
Used with Real-time
Transaction Server
Page 55 of 72
Appointment from
NextMD has been
scheduled
Appointment no longer
matches the resources
template due to a
template exception
Appointment
rescheduled
Event <select event> is

scheduled
Event <select event> is

scheduled at location
<select location>
First appointment in a
recurring series
Guarantor balance
greater than $____
Last appointment in a
recurring series
Linked appointment
rescheduled
Page 56 of 72
_______ location
Appointment deleted
in
Form Template of <select
form> printed
Patient Expired
_______ location
Appointment deleted
in
Patient Expired
_______ location
Appointment deleted
Patient Expired
_______ location
Appointment deleted
Form template of ________
printed
Patient Expired
_______ location
Appointment deleted
printed
Patient Expired
_______ location
Appointment deleted
_______ location
Appointment deleted
in
_______ location
Appointment deleted
Auto-Worker Actions
Notes:
No Auto-Worker options
available
NextMD/Patient Portal is a
separate purchase.
Training on setup and
usage provided in a
separate training session.

expiration date
<alert description>
Identifies appointments
that need to be
rescheduled when a
Template Exception is
made for a Resource

expiration date
<alert description>
expiration date
<alert description>

expiration date
<alert description>

expiration date
<alert description>
expiration date
<alert description>
When an appointment is
made recurring, it tasks
the original appointment

expiration date
<alert description>
expiration date
<alert description>
When an appointment is
made recurring, it tasks
the final appointment.
Only tasks the task to

appointment that is
actually rescheduled, not
all linked appointments.
02/18/2014
Auto-Worker Actions
expiration date
<alert description>
expiration date
<alert description>
expiration date
<alert description>
No referring physician
Appointment deleted
Patient Expired
No referring physician for

event <select event> at
location < select
location>
<Location>
Appointment deleted
Patient Expired
Rendering does not

participate in primary
insurance plan
Rendering does not

participate in primary
insurance plan at
location <select location>
02/18/2014
Appointment deleted
printed
Patient Expired
<Location>
Appointment deleted
printed
Patient Expired

expiration date
<alert description>
Notes:
Looks at the first

insurance in the patients
demographic record. It
does not consider
secondary insurances or
any insurances tied to
relationships.
Looks at the first
insurance in the patients
demographic record. It
does not consider
secondary insurances or
any insurances tied to
relationships.
Page 57 of 72
Chart Task Options

The following is a list of the Auto-Create actions available for Tasks with the source type Chart,
along with the Auto-Complete actions that might be used in conjunction with them, and the available
Auto-worker actions.
Chart Tasks can also be automatically created from Recall Plans. The recall tasks create immediately
when you update dates on the recall plan (File-Print Forms) screen, regardless of any letters or label
printing.
Auto-Worker Actions
_____ days prior to

appointment date
Appointment deleted
Patient Expired
Appointment deleted
Patient Expired
Patient status of ________
assigned
location <select location(s)>
Appointment deleted
Patient Expired
assigned
Appointment created
Appointment canceled at
location <select
location(s)>
Appointment deleted
Patient Expired

expiration date
<alert description>
expiration date
<alert description>
expiration date
<alert description>
expiration date
<alert description>
Appointment deleted
Appointment no shows
Appointment deleted
Patient Expired
assigned
Appointment no shows at
location <select location>
location <select
location(s)>
Appointment deleted
Patient Expired
assigned
Appointment deleted
Patient Expired
Appointment rescheduled
Page 58 of 72

expiration date
<alert description>
expiration date
<alert description>

expiration date
<alert description>
Notes
Tasks future
appointments only
This task will create on

any no show appointment.
If the Discontinue future
auto-creation of this task
type option is selected,
the task will not create
again the next time the
patient now shows.
*same as above

expiration date
<alert description>
02/18/2014

Auto-Worker Actions
Authorizations with less

than <enter # of enc>
encounters remaining for
<enter financial class or
payer> <select financial
classes or payers>
Authorizations with less
than <enter # of units> units
remaining for <enter
financial class or payer>
<select financial classes or
payers>
Change of Address Update
file has an invalid
forwarding address record.
Patient expired
No Auto Worker Actions

available
Patient expired

available
Document type of
__________ is posted
Document type of ___________

is signed.
Document type of
__________ is posted and
document type requires a
signature.

is signed.
Eligibility inquiry rejected

with a rejection code of
________
Appointment deleted
Patient Expired
Event <select event(s)> is

scheduled at location
<select location(s)>, <___>
days prior to appointment
date
Future appointments
scheduled past expiration
date of eligibility
<Location>
Appointment deleted
Patient Expired
Appointment deleted
Patient Expired
Future appointments
scheduled past expiration
date of referral
Appointment deleted
Patient Expired
ICS Document sent to

Patient Portal refilled and
recalled from Patient Portal
account. Document was not
seen before being recalled
from Patient Portal.

is signed.
Encounter deleted
02/18/2014

expiration date
<alert description>
expiration date
<alert description>
expiration date
<alert description>
expiration date
<alert description>
expiration date
<alert description>
expiration date
<alert description>
expiration date
<alert description>
expiration date
<alert description>
available
Notes
Used with ICS to identify

documents posted to a
patients chart
Used with ICS to identify

documents which require
signature.
Used with RTS
Patient Portal is a
separate purchase.
usage provided in a
Page 59 of 72


Patient Portal refilled and
recalled from Patient Portal
account. Document was
seen before being recalled
from Patient Portal.
Patient Portal was manually
recalled. Document was not
viewed before being
recalled.
Patient Portal was manually
recalled. Document was
viewed before being
recalled.
Patient Status of ________
assigned

is signed.
Print statements indicator

turned off for more than __
days

turned on
Privacy Notice Reason set

to <________>
Referral inquiry rejected

with a rejection code of
<________>
Page 60 of 72
Privacy notice reason set to

________
Auto-Worker Actions
Notes

available
Patient Portal is a
separate purchase.
usage provided in a

available
Patient Portal is a
separate purchase.
usage provided in a
Patient Portal is a
separate purchase.
usage provided in a
Task creates immediately
when the specified status
is attached to a patient.

expiration date
<alert description>
expiration date
<alert description>
Identifies charts that have

the Print Statements
indicator turned off
(Patient Chart > Patient
Information Tab > Chart
Details subtab).

expiration date
<alert description>
expiration date
<alert description>
02/18/2014
Encounter Task Options

The following is a list of the Auto-Create actions available for Tasks with the source type
Encounter, along with the Auto-Complete actions that might be used in conjunction with them, and
the available Auto-worker actions.
Encounter tasks can also be automatically created from the Claim Edit Library. The task is assigned
to the claim edit library and will create a task based on the criteria selected in Enterprise Preferences.
Note: System generated edits and contract edits will not create tasks.
Auto-Worker Actions
<Reason
Code/Subgrouping> of
<___> is used in
conjunction with SIM <___>
and <fin class/payer(s)> is
<COB selection>
<Reason
<___> is used in
and modifier <___>
Auto-Creation Action

expiration date
<alert description>
<Reason
<___> is used in
and modifier <___> and
<fin class/payer(s)> is
<COB selection>
<Reason
<___> is used on a posted
payment
Encounter reaches history

status
Third party balance of
$0.00
Third party payment
greater than $____ posted
Encounter reaches
history status
$0.00
Third party payment
Encounter reaches
history status
$0.00
Third party payment
Encounter reaches
history status
$0.00
Third party payment
Encounter reaches
history status
$0.00
Third party payment
Clean claim created
Encounter reaches History
status
Third party payment
posted
Clean claim created
status
Third party payment
posted

expiration date
<alert description>
<Reason
<___> is used on a posted
transaction payment
Claim status received with

category code of _____

message of _____
02/18/2014
Notes

expiration date
<alert description>
expiration date
<alert description>

expiration date
<alert description>
expiration date
<alert description>
expiration date
<alert description>
Used with 227 Claim status

imports

imports
Page 61 of 72

status code of ____
Auto-Worker Actions

expiration date
<alert description>
expiration date
<alert description>
Encounter is greater than

rd
option> and 3 party
balance is between $____
and $____ for <fin
class/payer selection>
where fin class/payer is
<COB Selection> and
encounter status in <__>
Clean claim created

status
Third party payment
posted
Clean claim created
status
$0.00
Third party payment
greater than $_____
posted
Third party payment
posted
Notes
imports

rd
option> and 3 party
balance is less than
$____ for <fin class/payer
selection> where fin
class/payer is <COB
Selection> and encounter
status in ____
Clean claim created

status
$0.00
Third party payment
greater than $_____
posted
Third party payment
posted

expiration date
<alert description>

____ days old from <date
option> and COB1 balance
is between $____ and
class/payer is <COB
status in ____
Clean claim created

status
$0.00

date <__/__/__> ,
description <alert
description>

option> and COB1
class/payer is <COB
status in ____
Page 62 of 72
Encounter reaches
History status
Form template of _____
printed
$0.00

date <__/__/__> ,
description <alert
description>
The fin class

parameter ONLY
affects the COB
position defined. It
does not consider the
financial class of the
outstanding balance.
The COB selection
relates specifically to
the financial class(es)
selected.
This can be used for
insurance credit
The fin class
parameter ONLY
affects the COB
position defined. It
does not consider the
financial class of the
outstanding balance.
The COB selection
the financial class(es)
selected.
insurance credit
Identifies encounters
with a primary
meets the defined
parameters.
The COB selection
the financial class (es)
selected.
primary insurance
credit balances
(between -9999.99 and
-0.01)

credit balances.
02/18/2014

____ days old from <date
class/payer is <COB
status in <____>
Auto-Worker Actions

expiration date
<alert description>
Clean claim created

status
$0.00
Notes

<__> days old from <date
option> and COB2
class/payer is <COB
status in <___>
< __ > days old from <date
class/payer is <COB
status in <__>

status
printed
$0.00

expiration date
<alert description>
Clean claim created

status
$0.00

expiration date
<alert description>

option> and COB3
class/payer is <COB
status in <__>
02/18/2014

status
$0.00
with a secondary
meets the defined
parameters.
The COB selection
selected.
secondary insurance
credit balances
-0.01)
credit balances.
with a tertiary
meets the defined
parameters.
The COB selection
selected.
tertiary insurance
credit balances
-0.01)

expiration date
<alert description>
Page 63 of 72

Auto-Worker Actions

_____ days old from
<date option> and patient
balance is less than $___
for <fin class/payer
class/payer is <COB
status is ____

_____ days old from
<date option> and patient
balance is between $___
and $___ for <fin
where fin class/payer is
<COB Selection> and

encounter status is ____

_____ days old from
<date option> and total
$___ for <fin class/payer
class/payer is <COB
status is <_>
Page 64 of 72

status
printed
Encounter reaches Bad

Debt status

status

printed
Patient payment greater than
$_____ posted.

status
printed
Add collection letter

of <____> to the
encounter

date <__/__/__> ,
description <alert
description>
Pre-list encounter for

bad debt under
agency code <select
agency>, eftv
<date>, and bad
status>
Small balance write

off using
<transaction code
selection> for patient
balance
Small balance write

off using
<transaction code
balance, transaction
code <trans code>
rd
for 3 party balance
Add collection letter

of <____> to the
encounter

date <__/__/__> ,
description <alert
description>
Pre-list encounter for

bad debt under
agency code <select
agency>, eftv
<date>, and bad
status>
Small balance write

off using
<transaction code
balance
expiration date
<alert description>
Notes
credit balances.
Patient payment s
must be posted with a
Source type of
Encounter to satisfy
the auto-complete
requirement
This can be used to
identify patient credit
The COB selection relates

specifically to the financial
class (es) selected.
02/18/2014

Auto-Worker Actions

_____ days old from
<date option> and total
balance is less than $___
class/payer is <COB
status is <_>
Encounter is put on hold

status
Encounter is put on hold.
Encounter pre-listed

status
printed

status
Form template of <_____>
printed
status
Form template of <_____>
printed
Encounter reaches bad

debt status
Incoming interface
message using agent
<___>
Insurance verification is
greater than <_> days old
No third party payment

received for <__> days
since claim process date
class/payer is <COB
Selection>

status
$0.00
Third party payment
greater than <$___>
posted
Third party payment
posted

date <__/__/__> ,
description <alert
description>
Small balance write

off using
<transaction code
balance;
<transaction code
rd
selection> for 3
party balance.
expiration date
<alert description>
expiration date
<alert description>
expiration date
<alert description>
expiration date
<alert description>

expiration date
<alert description>

date <__/__/__> ,
description <alert
description>
Move balance from

<COB selection> to
<COB selection>
Notes
credit balances.
Will identify encounters put

on hold in the future. It
does not task any
encounters that were
already on hold when the
task was created.
Will identify encounters
prelisted in the future. It
does not task encounters
that were pre-listed before
the task was created.
Will identify encounters
prelisted in the future. It
does not task encounters
that were pre-listed before
the task was created.
Will identify encounters put
in bad debt in the future. It
does not task the
encounters that are already
in bad debt
Based on the Verification

Date in the encounter
insurance section of the
patient chart.
02/18/2014
were a claim was
processed and a third
party payment has not
been posted against
that claim.
This does not look at
the current balance,
just the claim process
date.
If a partial payment
has been made on the
encounter, this task
will not create.
Page 65 of 72

Auto-Worker Actions
No third party payment

received for _____ days
since the last third party
payment received and third
party balance is greater
than $____ for <fin
where fin class is <COB
Selection>
Payment received but not

for the contractual allowed
amount

printed
Payment received for <fin

where fin class payer is
<COB Selection>,
<rendering selection>,
<SIM Dept selection>
where a contract is setup
and the CPT 4 does not
exist in the contract.
Payment received for <fin
where fin class payer is
<COB Selection>, <SIM
dept selection> where a
contract is setup and the
CPT 4 does not exist in the
contract.
Payment received for
<rendering selection>,
<SIM Dept selection>
where a contract is setup
and the CPT 4 does not
exist in the contract.
turned off for more than
___ days

date <__/__/__> ,
description <alert
description>
Move balance from
<COB selection> to
<COB selection>.
*This creates a task
and automatically
completes it so it is
available in the
patient history

expiration date
<alert description>
expiration date
<alert description>
Notes
were a claim was
processed and a third
party payment was
made, but there is still
an outstanding
insurance balance.
Could be used to
identify secondary
insurance balances
where the primary has
already paid, or
insurance balances
where a partial
payment was made.
Use the Contract Library for
the allowed amount.

expiration date
<alert description>

expiration date
<alert description>
Page 66 of 72

status
$0.00
Third party payment
greater than $_____
posted
Third party payment
posted
Encounter reaches Bad

Debt status
status
turned on

expiration date
<alert description>
Identifies encounters not

receiving a statement
because the Print
Statement Indicator is
turned off.
02/18/2014

The following is a list of the Auto-Create actions available for Tasks with the source type Invoice,
along with the Auto-Complete actions that might be used in conjunction with them, and the available
Auto-worker actions.
Invoice is greater than
____days old from <date
selection> and balance is
greater than $_____
Invoice reaches history status
Auto-Worker Actions
Notes

expiration date <__/__/__> ,
description <alert description>
Transaction Task Options

The following is a list of the Auto-Create actions available for Tasks with the source type
Transaction, along with the Auto-Complete actions that might be used in conjunction with them,
and the available Auto-worker actions.
Auto-Creation
Action
Auto-Completion
Actions
Approval needed for

adjustment amounts from
<$__> and <$__>, for
transaction codes
<include/exclude>
<select trans codes>, for
billing status <enc
status> , place batch on
hold <Y/N>, carve out the
transaction to a separate
batch <Y/N>, suppress
patient statement when
pending approval <Y/N>.
Approval needed for

payment amounts from
<$__> and <$__>, for
transaction codes
<include/exclude>
billing status <enc
02/18/2014
Auto-Worker
Actions
Notes
Amount on transaction
requiring approval was
changed.
Denied transaction
was resubmitted for
approval.
Transaction Approval
completed
Transaction requiring
approval was deleted.
changed.
Denied transaction
was resubmitted for
approval.
completed
approval was deleted
A Transaction Approval
task is auto-created and
routed to the first
approver in the Task
Approval Profile based
on the encounter
Location.
An Outlook email is sent
to Mark Manager, the
first approver in the Task
Approval Profile for the
encounters location,
notifying him that there is
a transaction that needs
his approval.
routed to the first
on the encounter
Location.
his approval.
Page 67 of 72

Auto-Creation
Action
Approval needed for
refund amounts from
<$__> and <$__>, for
transaction codes
<include/exclude>
billing status <enc
Auto-Completion
Actions
Auto-Worker
Actions
Notes
changed.
Denied transaction
was resubmitted for
approval.
completed
approval was deleted
routed to the first
on the encounter
Location.
his approval.
User Task Options

User tasks can be automatically created from the Image Control System (ICS). Certain Document
Types can be selected to automatically create a task when documents are scanned through ICS.
Auto-Creation
Action
A 997 file has been
rejected
Fee Ticket Document
Type of <_____> is
posted
Page 68 of 72
Auto-Completion
Actions
Auto-Worker
Actions
Notes
This task is designed to

automatically create when a
batch of fee tickets are
scanned into the ICS system
and are ready for charge
posting.
02/18/2014

EPM 5 8 Best Prac and Tasks Catalog Feb2014

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

EPM 5 8 Best Prac and Tasks Catalog Feb2014

Uploaded by

Copyright:

Available Formats

NextGen Enterprise Practice

NextGen EHR Connect

NextGen Financial Insight

NextGen Patient Portal

NextGen Billing Service

NextGen CHC Reporting

NextGen Real Time

NextGen Remote Patient

The following terms may be used interchangeably throughout this document:

Document Revision History

This page is intentionally left blank.

EPM Best Practice Guide and Task Catalog

System Setup for Tasks/Worklog Functionality

Account Task Options ........................................................................................................... 24

EPM Best Practice Guide and Task Catalog

Task Approval Report ...................................................................................................... 45

This page is intentionally left blank.

NextGen Product User Guide, Version x.x

About this Guide

EPM Worklog Best Practice Guide and Task Catalog

System Setup for Tasks/Worklog Functionality

System Setup for Tasks/Worklog

Recommended Security Settings for Management Staff

EPM Worklog Best Practice Guide and Task Catalog

Recommended Security Settings for Non-Management Staff

*Controlling the Transferring of Tasks

System Setup for Tasks/Worklog Functionality

File Maintenance Settings

EPM Worklog Best Practice Guide and Task Catalog

System Setup for Tasks/Worklog Functionality

Set Required Fields

EPM Worklog Best Practice Guide and Task Catalog

Set Automatic Options

Task Approval Profiles

System Setup for Tasks/Worklog Functionality

Commercial Claim Follow Up Team

Task Completion Reasons

EPM Worklog Best Practice Guide and Task Catalog

Customizing the Worklog Display

Highlight My Task In user can select from 6 colors

Sort My Task By user can select 1 of 8 Task Manager column headers

Ascending or Descending Order options available

Do not refresh worklog after updating tasks

Worklog Manager real time column display

Do not refresh Worklog after updating tasks

The Worklog Manager real time column display

System Setup for Tasks/Worklog Functionality

Configuring Task Types

Account (Employer and Patient Accounts)

EPM Worklog Best Practice Guide and Task Catalog

Practice specific Parameters in Tasks

Default Priority: High, Low, Normal

System Setup for Tasks/Worklog Functionality

Auto Creation Tab

EPM Worklog Best Practice Guide and Task Catalog

Auto Create Location, Rendering and Payer/Fin Class Tabs

Appointment - Auto Create Location, Auto Create Rendering

System Setup for Tasks/Worklog Functionality

Auto Completion Tab

EPM Worklog Best Practice Guide and Task Catalog

Auto Worker Tab

Manually Assigning Tasks on Demand

Appointment Task Options

Account Task Options