Task Manager Basics Presented by: Shaun McAnulty Product Training Specialist.

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 Listo Employee Accountabilityo Separation of Dutyo Managerial Overviewo Allows for Proactivity

Task Type

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

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?