---
title: Defaults and Details for Auto-Generated Tasks
description: This article provides details and defaults for tasks that are auto-generated based on specific actions.
---

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# Defaults and Details for Auto-Generated Tasks

## This article provides details and defaults for tasks that are auto-generated based on specific actions.

Within the [*task manager* built into Billiyo](https://knowledge.billiyo.com/knowledge/task-manager?hsLang=en), there are several tasks that are automatically generated based on specific actions. 

Below is a list of tasks that are auto-generated, click on each to learn more:

[New Referral For Review](https://knowledge.billiyo.com/knowledge/auto-generated-tasks#referral)  
[Assign Admission Visit](https://knowledge.billiyo.com/knowledge/auto-generated-tasks#admission)  
[Missing Face to Face](https://knowledge.billiyo.com/knowledge/auto-generated-tasks#face)  
[New Incident Report For Review](https://knowledge.billiyo.com/knowledge/auto-generated-tasks#incident)  
[You have a new Medicare patient requiring a NOA submission](https://knowledge.billiyo.com/knowledge/auto-generated-tasks#noa)  
[New Care Taker Evaluation For Review](https://knowledge.billiyo.com/knowledge/auto-generated-tasks#caretaker)  
[{Document Type} Document For Review](https://knowledge.billiyo.com/knowledge/auto-generated-tasks#document)<https://knowledge.billiyo.com/knowledge/auto-generated-tasks#user>

[Supervisory Visit Generated](https://knowledge.billiyo.com/knowledge/auto-generated-tasks#Supervisory)

[Caregiver Evaluation Due](https://knowledge.billiyo.com/knowledge/auto-generated-tasks#Caregiver)

[Assign Subsequent Visits](https://knowledge.billiyo.com/knowledge/auto-generated-tasks#Assign)

[Audit the Assessment](https://knowledge.billiyo.com/knowledge/auto-generated-tasks#Audit)

[Patient Recertification](https://knowledge.billiyo.com/knowledge/auto-generated-tasks#Recertification)

[Order 485 For Review](https://knowledge.billiyo.com/knowledge/auto-generated-tasks#Order)

[Waiver Services meeting](https://knowledge.billiyo.com/knowledge/auto-generated-tasks#Waiver)

[Approve the Location](https://knowledge.billiyo.com/knowledge/auto-generated-tasks#Location)

[Signed Document Received](https://knowledge.billiyo.com/knowledge/auto-generated-tasks#Signed)

[Audit the Assessment with Supervision](https://knowledge.billiyo.com/knowledge/auto-generated-tasks#AuditSupervision)

[New Trackable License](https://knowledge.billiyo.com/knowledge/auto-generated-tasks#Trackable)

---

### New Referral For Review

| **Generated when** | A new patient is added from the *onboarding* page. ``` CRM > Patient Onboarding ``` |
| --- | --- |
| **Task due date** | 3 days after task was generated |
| **Assigned to specific user** | No |
| **Default assigned to roles** ``` HH = Home Health (Skilled) P = PDN ``` | Super User (HH) |
| Supervisor (HH) |  |
| Director of Nursing (HH) |  |
| Client and Emp Rel (HH) |  |
| Super User (P) |  |
| Supervisor (P) |  |
| Client and Emp. Relations |  |

 

---

### Assign Admission Visit

| **Generated when** | A client/patient's status is updated from *Pre-Admission* to *Pending Admission*. |
| --- | --- |
| **Task due date** | 3 days after task was generated |
| **Assigned to specific user** | No |
| **Default assigned to roles** ``` HH = Home Health (Skilled) P = PDN ``` | Super User (HH) |
| Client and Emp Rel (HH) |  |
| Super User (P) |  |
| Client and Emp. Relations |  |

 

---

### Missing Face to Face

| **Generated when** | When *Medicare Traditional Fee For Service* is chosen as the *Payer* in the *patient onboarding* page, and a *face to face* was not uploaded during step 2 (contact type physician). ``` CRM > Patient Onboarding ``` |
| --- | --- |
| **Task due date** | 5 days after task was generated |
| **Assigned to specific user** | No |
| **Default assigned to roles** ``` HH = Home Health (Skilled) P = PDN ``` | Super User (HH) |
| Supervisor (HH) |  |
| Super User (P) |  |
| Supervisor (P) |  |

 

---

### New Incident Report For Review

| **Generated when** | When an *incident report* is created via a mobile app. |
| --- | --- |
| **Task due date** | 3 days after task was generated |
| **Assigned to specific user** | No |
| **Default assigned to roles** ``` H = Home Care (Non Skilled) A = Day ServicesHME = DME/HME HH = Home Health (Skilled) P = PDN ``` | Super User |
| Super User (H) |  |
| Supervisor (H) |  |
| Qualified Prof. (H) |  |
| Super User (A) |  |
| Supervisor (A) |  |
| Qualified Prof. (A) |  |
| Super User (HME) |  |
| Super User (HH) |  |
| Supervisor (HH) |  |
| QP (Nurses, CM, SW) (HH) |  |
| Qualified Prof. (H) Enhanced |  |
| Super User (P) |  |
| Supervisor (P) |  |
| Qualified Prof. (P) |  |
| QP Enhanced (HH) |  |

 

---

### You have a new Medicare patient requiring a NOA submission

| **Generated when** | A new Medicare patient requires an NOA submission. |
| --- | --- |
| **Task due date** | 5 days after task was generated |
| **Assigned to specific user** | No |
| **Default assigned to roles** ``` HH = Home Health (Skilled) P = PDN ``` | Super User (HH) |
| Account Receivable (HH) |  |
| Super User (P) |  |
| Account Receivable (P) |  |

 

---

### New Care Taker Evaluation For Review

| **Generated when** | A caregiver evaluation has been completed in the *clinical* app. |
| --- | --- |
| **Task due date** | 3 days after the task was generated |
| **Assigned to a specific user** | No |
| **Default assigned to roles** ``` HH = Home Health (Skilled) P = PDN ``` | Super User (HH) |
| Supervisor (HH) |  |
| Client and Emp Rel (HH) |  |
| Super User (P) |  |
| Supervisor (P) |  |
| Client and Emp. Relations |  |

 

---

### {Document Type} Document For Review

{Document Type} will be replaced with the name of the document.

| **Generated when** | A document is added from a mobile app. |
| --- | --- |
| **Task due date** | 3 days after the task was generated |
| **Assigned to a specific user** | No |
| **Default assigned to roles** ``` HH = Home Health (Skilled)P = PDN ``` | Super User (HH) |
| Supervisor (HH) |  |
| Super User (P) |  |
| Supervisor (P) |  |

 

### **Supervisory Visit Generated**

| **Generated when** | When a User Completes a Supervisory Visit |
| --- | --- |
| **Task due date** | 3 days after the task was generated |
| **Assigned to a specific user** | No |
| **Default assigned to roles** ``` H = Home Care (Non Skilled)HH = Home Health (Skilled)P = PDN ``` | Super User (H) Super User (HH) Super User (P) QA and QI (HH) |

### Caregiver Evaluation Due

| **Generated when** | When a Caregiver Evaluation is Due based on Company Setting Configurations |
| --- | --- |
| **Task due date** | 3 days after the task was generated |
| **Assigned to a specific user** | No |
| **Default assigned to roles** ``` H = Home Care (Non Skilled)HH = Home Health (Skilled) P = PDN ``` | Super User (H) Super User (HH) Qualified Professional Enhanced (H) Qualified Professional (P) |

 

### **Assign Subsequent Visits**

| **Generated when** | SOC RN visit changes from entered to worked status |
| --- | --- |
| **Task due date** | 3 days after the task was generated |
| **Assigned to a specific user** | No |
| **Default assigned to roles** ``` HH = Home Health (Skilled) ``` | Super User (HH) Client and Emp Rel (HH) |

 

### Audit the Assessment

| **Task due date** | 3 days after the task was generated |
| --- | --- |
| **Generated when** | Assessment has been completed in the Clinical Application |
| **Assigned to a specific user** | No |
| **Default assigned to roles** ``` HH = Home Health (Skilled) ``` | Super User (HH) QA and QI (HH) |

### Patient Recertification

| **Generated when** | Patient Recertification is Due |
| --- | --- |
| **Task due date** | 3 days after the task was generated |
| **Assigned to a specific user** | No |
| Default assigned to roles ``` HH = Home Health (Skilled) ``` | Super User (HH) |

 

### Order 485 For Review

| **Generated when** | A 485 has been generated by a User completion of Assessment |
| --- | --- |
| **Task due date** | 3 days after the task was generated |
| **Assigned to a specific user** | No |
| **Default assigned to roles** ``` HH = Home Health (Skilled) ``` | Super User (HH) Client and Employee Relations HH) |

 

### Waiver Services meeting

| **Generated when** | A Waiver Services meeting is due based on Company Settings Configuration |
| --- | --- |
| **Task due date** | 3 days after the task was generated |
| **Assigned to a specific user** | No |
| **Default assigned to roles** ``` H = Home Care (Non Skilled)HH = Home Health (Skilled)P = PDN ``` | Super User (H) Super User (HH) Super User (P) Supervisor (H) Supervisor (HH) Supervisor (P) Client Employee Relations (H) Client Employee Relations (HH) Client Employee Relations (P) Qualified Professional (H) Qualified Profession (HH) Queslified Profession (P) |

 

### Approve the Location

| **Generated when** | A Caregiver has Shared their location while using the Request Location Feature |
| --- | --- |
| **Task due date** | 3 days after the task was generated |
| **Assigned to a specific user** | No |
| **Default assigned to roles** ``` H = Home Care (Non Skilled)HH = Home Health (Skilled) P = PDN ``` | Super User (H) Super User (HH) Super User (P) Supervisor (H) Supervisor (HH) Supervisor (P) Client Employee Relations (H) Client Employee Relations (HH) Client Employee Relations (P) |

 

### Signed Document Received

| **Generated when** | A Document that was sent out for Signature has come back signed |
| --- | --- |
| **Task due date** | 3 days after the task was generated |
| **Assigned to a specific user** | No |
| **Default assigned to roles** ``` HH = Home Health (Skilled) P = PDN ``` | Super User (HH) Super User (P) Supervisor (HH) Supervisor (P) |

 

### Audit the Assessment with Supervision

| **Generated when** | A User Completes a SN subsequent Visit Note that Included the Supervision Section |
| --- | --- |
| **Task due date** | 3 days after the task was generated |
| **Assigned to a specific user** | No |
| **Default assigned to roles** ``` HH = Home Health (Skilled) P = PDN ``` | Super User H) Super User (P) QA and QI (HH) |

 

### New Trackable License

| **Generated when** | A User Uploads a New Trackable License |
| --- | --- |
| **Task due date** | 3 days after the task was generated |
| **Assigned to a specific user** | No |
| **Default assigned to roles** ``` H = Home Care (Non SkilledHH = Home Health (Skilled) P = PDN ``` | Super User (H) Super User (HH) Super User (P) Supervisor (H) Supervisor (HH) QA and QI (HH) |

To Customize the Roles that you would like to Receive these Notifications, go to Company Settings in the More Tab under Company and Click on the Notification Configurations Tab. 

 

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