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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.:
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Management
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Scheduling
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Management
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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
Contents
About this Guide
7
Purpose ........................................................................................................................................ 7
Audience...................................................................................................................................... 7
Assumptions ................................................................................................................................ 7
General Information
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Contents
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Contents
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CHAPTER 1
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
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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.
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CHAPTER 3
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
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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.
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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.
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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.
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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
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
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NextGen
Recommended Setting
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NextGen
Recommended Setting
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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:
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.
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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
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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.
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Task Value
Task Value is used to determine the relative weight of a task. Can be used for productivity
measurement and reporting.
Options tab
The Options Tab allows users to set the following task options:
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Generate System Alert: creates an alert when accessing the patient that has this task
assigned.
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.
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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.
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.
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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.
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.
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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.
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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.
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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.
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Appointment Tasks
Account Tasks
Chart Tasks
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Creating Tasks
Encounter Tasks
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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:
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Worklog
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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.
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CHAPTER 7
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:
Auto-Complete Options:
Appointment cancelled
Appointment deleted
Patient expired
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Auto-Complete Options:
Appointment cancelled
Appointment deleted
Patient expired
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Auto-Complete Options:
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Auto-Complete Options:
Appointment cancelled
Appointment deleted
Auto-Complete Options:
Appointment cancelled
Appointment deleted
Appointment kept/checked in
Appointment cancelled
Appointment deleted
Patient expired
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Auto-Complete Options:
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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.
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Auto-Complete Options:
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) >
Auto-Complete Options:
Auto-Complete Options:
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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>.
Auto-Complete Options:
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.
Auto-Worker Option: None
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Invoice is greater than <45> days old from <Last Bill Date> and balance is greater than
<$5.00>.
Auto-Complete Options:
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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) >.
Auto-Complete Options:
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.
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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:
Source Type: Encounter
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
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CHAPTER 8
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
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Notes
Ages from the most current
encounter attached to the
account
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Auto-Creation Actions
Account is greater than
___ days old from <date
option> and guarantor
balance is greater than
$_____
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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 $___
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
Third party balance
less than $___
Total balance less
than $___
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
Third party balance
less than $___
Total balance less
than $___
Auto-Worker Actions
Notes
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Auto-Creation Actions
Account is greater than
___ days old from <date
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
<select form> printed
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
<select form> printed
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Total balance less
than $___
Auto-Worker Actions
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Notes
Combines both
insurance and patient
responsibility and
identifies accounts
that meets the defined
parameters
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.
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Auto-Creation Actions
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
<select form> printed
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Total balance less
than $___
Auto-Worker Actions
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Notes
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.
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.
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Auto-Creation Actions
Budget has become
delinquent
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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
<select form> printed
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Total balance less
than $___
Account balance of
$0.00
Budget payment
posted
Budget plan modified
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 $___
Account balance of
$0.00
Budget has become
pre-listed
Budget plan modified
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
Notes
Identifies delinquent
budget accounts
No Auto-Worker options
available
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Auto-Creation Actions
Budget payment missed
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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
<select form> printed
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
<select form> printed
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
Identifies accounts
that have had a
Demand Encounter
Letter printed
Patient payments
are defined as
payments with the
source type of
Account.
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Auto-Creation Actions
Guarantor balance
between $____ and
$____
Guarantor balance
between $____ and
$____, third party balance
of $0.00
Guarantor balance
greater than $____
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Auto-Completion
Actions
Account balance of
$0.00
Collection letter
printed
Form template of
<select form> printed
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
<select form> printed
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
<select form> printed
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Total balance less
than $___
Account balance of
$0.00
Form template of
<select form> printed
Guarantor balance
less than $___
Total balance less
than $___
Auto-Worker Actions
Notes
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02/18/2014
Auto-Creation Actions
Guarantor responsibility is
greater than _____ days
old from <date option> &
guarantor balance
between $_____ &
$_______
Guarantor responsibility is
greater than _____ days
old from <date option> &
guarantor balance
between $_____ &
$_____; third party
balance of $_____
Guarantor responsibility is
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
<select form> printed
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
<select form> printed
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
<select form> printed
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Total balance less
than $___
Auto-Worker Actions
Notes
Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.
Page 53 of 72
Auto-Creation Actions
Minimum budget payment
not met
Auto-Completion
Actions
Account balance of
$0.00
Budget payment
posted
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
Account balance of
$0.00
Guarantor balance
less than $___
Patient payment
greater than $___
posted
Patient payment
posted
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
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
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02/18/2014
Auto-Completion Actions
Auto-Worker Actions
Waitlist completed
successfully
Waitlist modified or deleted
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 modified or deleted
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).
Auto-Completion Actions
02/18/2014
Auto-Worker Actions
Appointment cancelled
Appointment cancelled at
_______ location
Appointment deleted
Patient Expired
Appointment cancelled
Appointment cancelled at
_______ location
Appointment deleted
Appointment kept/checked
in
Form Template of <select
form> printed
Patient Expired
Notes:
Used with Real-time
Transaction Server
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Page 55 of 72
Auto-Creation Actions
Appointment from
NextMD has been
scheduled
Auto-Completion Actions
Appointment no longer
matches the resources
template due to a
template exception
Appointment
rescheduled
First appointment in a
recurring series
Guarantor balance
greater than $____
Last appointment in a
recurring series
Linked appointment
rescheduled
Page 56 of 72
Appointment cancelled
Appointment cancelled at
_______ location
Appointment deleted
Appointment kept/checked
in
Form Template of <select
form> printed
Patient Expired
Appointment cancelled
Appointment cancelled at
_______ location
Appointment deleted
Appointment kept/checked
in
Patient Expired
Appointment cancelled
Appointment cancelled at
_______ location
Appointment deleted
Patient Expired
Appointment cancelled
Appointment cancelled at
_______ location
Appointment deleted
Form template of ________
printed
Patient Expired
Appointment cancelled
Appointment cancelled at
_______ location
Appointment deleted
Form template of ________
printed
Patient Expired
Appointment cancelled
Appointment cancelled at
_______ location
Appointment deleted
Appointment cancelled
Appointment cancelled at
_______ location
Appointment deleted
Appointment kept/checked
in
Appointment cancelled
Appointment cancelled at
_______ 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.
Identifies appointments
that need to be
rescheduled when a
Template Exception is
made for a Resource
When an appointment is
made recurring, it tasks
the original appointment
When an appointment is
made recurring, it tasks
the final appointment.
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02/18/2014
Auto-Creation Actions
Auto-Completion Actions
Auto-Worker Actions
Create account alert with
subject < alert subject >,
expiration date
<__/__/__> , description
<alert description>
Create account alert with
subject < alert subject >,
expiration date
<__/__/__> , description
<alert description>
Create account alert with
subject < alert subject >,
expiration date
<__/__/__> , description
<alert description>
No referring physician
Appointment cancelled
Appointment deleted
Patient Expired
Appointment cancelled at
<Location>
Appointment deleted
Patient Expired
02/18/2014
Appointment cancelled
Appointment deleted
Form template of ________
printed
Patient Expired
Appointment cancelled at
<Location>
Appointment deleted
Form template of ________
printed
Patient Expired
Notes:
Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.
Page 57 of 72
Auto-Worker Actions
Auto-Creation Actions
Appointment cancelled
Appointment deleted
Patient Expired
Appointment cancelled
Appointment deleted
Patient Expired
Patient status of ________
assigned
Appointment cancelled at
location <select location(s)>
Appointment deleted
Patient Expired
Patient status of ________
assigned
Appointment created
Appointment cancelled
Appointment canceled at
location <select
location(s)>
Appointment deleted
Patient Expired
Appointment deleted
Appointment no shows
Appointment cancelled
Appointment deleted
Patient Expired
Patient status of ________
assigned
Appointment no shows at
location <select location>
Appointment cancelled at
location <select
location(s)>
Appointment deleted
Patient Expired
Patient status of ________
assigned
Appointment cancelled
Appointment deleted
Patient Expired
Appointment rescheduled
Page 58 of 72
Notes
Tasks future
appointments only
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02/18/2014
Auto-Completion Actions
Auto-Worker Actions
Patient expired
Patient expired
Document type of
__________ is posted
Document type of
__________ is posted and
document type requires a
signature.
Appointment cancelled
Appointment deleted
Patient Expired
Appointment cancelled at
<Location>
Appointment deleted
Patient Expired
Appointment cancelled
Appointment deleted
Patient Expired
Future appointments
scheduled past expiration
date of referral
Appointment cancelled
Appointment deleted
Patient Expired
Encounter deleted
02/18/2014
Notes
Patient Portal is a
separate purchase.
Training on setup and
usage provided in a
separate training session.
Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.
Page 59 of 72
Auto-Completion Actions
Page 60 of 72
Auto-Worker Actions
Notes
Patient Portal is a
separate purchase.
Training on setup and
usage provided in a
separate training session.
Patient Portal is a
separate purchase.
Training on setup and
usage provided in a
separate training session.
Patient Portal is a
separate purchase.
Training on setup and
usage provided in a
separate training session.
Task creates immediately
when the specified status
is attached to a patient.
Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.
02/18/2014
Auto-Worker Actions
<Reason
Code/Subgrouping> of
<___> is used in
conjunction with SIM <___>
and <fin class/payer(s)> is
<COB selection>
<Reason
Code/Subgrouping> of
<___> is used in
conjunction with SIM <___>
and modifier <___>
Auto-Creation Action
<Reason
Code/Subgrouping> of
<___> is used in
conjunction with SIM <___>
and modifier <___> and
<fin class/payer(s)> is
<COB selection>
<Reason
Code/Subgrouping> of
<___> is used on a posted
payment
<Reason
Code/Subgrouping> of
<___> is used on a posted
transaction payment
02/18/2014
Notes
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Page 61 of 72
Auto-Completion Actions
Auto-Worker Actions
Notes
Used with 227 Claim status
imports
Page 62 of 72
Encounter reaches
History status
Form template of _____
printed
Third party balance of
$0.00
Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.
02/18/2014
Auto-Completion Actions
Auto-Worker Actions
Notes
02/18/2014
Identifies encounters
with a secondary
insurance balance that
meets the defined
parameters.
The COB selection
relates specifically to
the financial class (es)
selected.
This can be used for
secondary insurance
credit balances
(between -9999.99 and
-0.01)
Not intended to identify
credit balances.
Identifies encounters
with a tertiary
insurance balance that
meets the defined
parameters.
The COB selection
relates specifically to
the financial class (es)
selected.
This can be used for
tertiary insurance
credit balances
(between -9999.99 and
-0.01)
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Page 63 of 72
Auto-Worker Actions
Auto-Creation Action
Page 64 of 72
Notes
Not intended to identify
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
balances (between 9999.99 and -0.01)
Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.
02/18/2014
Auto-Worker Actions
Auto-Creation Action
Encounter pre-listed
Incoming interface
message using agent
<___>
Insurance verification is
greater than <_> days old
Notes
Not intended to identify
credit balances.
02/18/2014
Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.
Identifies encounters
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
Auto-Creation Action
Notes
Identifies encounters
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.
Page 66 of 72
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02/18/2014
Auto-Completion Actions
Invoice reaches history status
Auto-Worker Actions
Notes
Auto-Completion
Actions
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.
Amount on transaction
requiring approval was
changed.
Denied transaction
was resubmitted for
approval.
Transaction Approval
completed
Transaction requiring
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.
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.
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Page 67 of 72
Auto-Completion
Actions
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
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.
Page 68 of 72
Auto-Completion
Actions
Auto-Worker
Actions
Notes
Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.
02/18/2014