Task Manager Basics Presented by: Shaun McAnulty Product Training Specialist

Agenda for Understanding 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 Customer: Please contact your Vendor to request them to add Task Manager. Vendor: Contact your support representative to discuss setup.

What is a Task? 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. o Pre-Assigned To Do List o Employee Accountability o Separation of Duty o Managerial Overview o Allows for Proactivity

Task Type Task Type determines the set of criteria or what application being used for the Task. o Claim Task o Bills/ Statement Task o Check Search Task o Eligibility Task o ERA Manager Task o Support Issue Task o Response File Task: o Worklist Task: EOB to ERA

Adding a Task

Editing a Task

Features & Functionality

Task Variety Tasks can be setup to perform a multitude of functions, from simple to complex. A few tasks that could be useful are the following: Refer to Word Doc

Remember, to Get Started!! 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. 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?