Transcript Document

Task Manager Basics
Presented by: Shaun McAnulty
Product Training Specialist
Agenda for Understanding
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What is a Task?
Task Types
Adding Tasks
Editing Tasks
Task Manager Capabilities
Common Task Setups
Question and Answer
Do You See this?
If Not
And you’re a
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Customer: Please contact your Vendor to request them to
add Task Manager.
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Vendor: Contact your support representative to discuss
setup.
What is a Task?
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A Task is a saved set of selection criteria an extension of
all the applications allowing you to create pre-defined set
of selections or groupings of data.
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Pre-Assigned To Do List
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Employee Accountability
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Separation of Duty
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Managerial Overview
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Allows for Proactivity
Task Type
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Task Type determines the set of criteria or what
application being used for the Task.
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Claim Task
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Bills/ Statement Task
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Check Search Task
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Eligibility Task
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ERA Manager Task
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Support Issue Task
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Response File Task:
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Worklist Task: EOB to ERA
Remember, to Get Started!!
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Customers: If you do not have Task Manager as your
starting application contact your Vendor. Your Vendor can
also answer questions regarding anything discussed
during the webinar.
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Vendors: Contact your support representative here at
Practice Insight with any questions on todays webinar, or
to assist with any of your setup needs.
Questions?