Appointment Search/Waitlist Field Descriptions

Field	Description
Find Next 'X' Appts	Use the spinner box to increase or decrease the value for the default number of appointments NextGen® Enterprise PM searches through and displays.
Day of Week	You can select the day of the week to use as the default, or primary, day of the week NextGen® Enterprise PM searches for an appointment. You can also select the No Preference option which displays the first day available.
Default appointments to return "X" in search ahead	Use the up and down arrows to set the default value for the number of appointments that you want returned when using the Appointment Search Ahead window to look for appointments. The default value, which defaults to 5, can be set to a value of 5 through 25. Once this value is set, it displays in the Find next "X" Appts field on the Appointment Search Ahead window.
Display resources before classes in search ahead	Select this check box to display resources before classes in the Resources/Class list on the Appointment Search Ahead window. By default the classes display before the resources.
Display event chains before events in search ahead	Select this check box to display event chains before events in the Event drop-down list on the Appointment Search Ahead window. By default the events display before the event chains.
Only show event/chains for appointment when coming from search ahead	Select this option to increase appointment scheduling speed only for appointments created using the application's Search Ahead feature. The increased speed is achieved by restricting the events and event chains, that the application must load and display on the Add Appointments window, to the event or event chain selected for the Appointment Search Ahead.
Default end date to XX from today	Select a default end date for any appointment searches from the following: No End Date One Week Two Weeks One Month Two Months Three Months Six Months One Year
Suspend Appointment Search from Waitlist	Select this option to prevent NextGen® Enterprise PM from automatically searching for appointment slots based on this Waitlist item as soon as the user selects OK.

File Maintenance Help for NextGen® Enterprise 8

Appointment Search/Waitlist Field Descriptions

You can use this table when setting your Appointment Search/Wait List defaults. Field Description Find Next 'X' Appts Use the spinner box to increase or decrease the value for the default number of appointments NextGen® Enterprise PM searches through and displays. Day of Week You can select the day of the week to use as the default, or primary, day of the week NextGen® Enterprise PM searches for an appointment. You can also select the No Preference option which displays the first day available. Default appointments to return "X" in search ahead Use the up and down arrows to set the default value for the number of appointments that you want returned when using the Appointment Search Ahead window to look for appointments. The default value, which defaults to 5, can be set to a value of 5 through 25. Once this value is set, it displays in the Find next "X" Appts field on the Appointment Search Ahead window. Display resources before classes in search ahead Select this check box to display

Help Guide for NextGen® Enterprise PM 8

Search for Appointments Using Enterprise Appointment Search Ahead

In NextGen® Enterprise PM, select Tasks > Appt Search > Enterprise. The Enterprise Appointment Search Ahead window opens. Select or right-click the Patient open menu , and select Lookup. The Patient Lookup window opens. Note: This is an optional field. You can add the patient in the search you can add on the Enterprise Appointment Search Ahead window. Else, you can add the patient while booking an appointment for the desired time slot. On the Patient Lookup window, find the patient for scheduling an appointment. The patient details appear on the Enterprise Appointment Search Ahead window. Select an enterprise event from Enterprise Event. Note: This is a required field. The other search criteria are enabled only after you select the enterprise event. In Search By, select Resources or Enterprise classes. If you select Resources, the Resources list appears with the resources defined in Enterprise Scheduling Administration as the options. If you select Enterprise Classes, the Enterprise Cl

Help Guide for NextGen® Enterprise PM 8

Search for Appointments Using Enterprise Appointment Search Ahead

In NextGen® Enterprise PM, select Tasks > Appt Search > Enterprise. The Enterprise Appointment Search Ahead window opens. Select or right-click the Patient open menu, and select Lookup. The Patient Lookup window opens. Note: This is an optional field. You can add the patient in the search you can add on the Enterprise Appointment Search Ahead window. Else, you can add the patient while booking an appointment for the desired time slot. On the Patient Lookup window, find the patient for scheduling an appointment. The patient details appear on the Enterprise Appointment Search Ahead window. Select an enterprise event from Enterprise Event. Note: This is a required field. The other search criteria are enabled only after you select the enterprise event. In Search By, select Resources or Enterprise classes. If you select Resources, the Resources list appears with the resources defined in Enterprise Scheduling Administration as the options. If you select Enterprise Classes, the Enterprise Cla

Help Guide for NextGen® Enterprise PM 8

Appointment Scheduling Preferences

Appointment Scheduling Preferences control how specific functions and tasks work in the Appointment Book in NextGen® Enterprise PM. While some settings are strictly for customizing the display, others affect the application behavior. You must complete these settings before opening the Appointment Book for the first time. In File Maintenance, scheduling preferences can be defined in the Default User Prefs - Scheduling master file, and then assigned to groups of users or individual users in System Administrator. For more information, go to NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide for NextGen® Enterprise. In NextGen® Enterprise PM, you can modify your own scheduling preferences in Admin > Preferences > User > Scheduling. Your settings override any default settings that were assigned to you in System Administrator. Appointment Scheduling Preferences include a variety of options and settings on the following tabs: General Multi View Da

Help Guide for NextGen® Enterprise PM 8

Appointment Scheduling Preferences

Appointment Scheduling Preferences control how specific functions and tasks work in the Appointment Book in NextGen® Enterprise PM. While some settings are strictly for customizing the display, others affect the application behavior. You must complete these settings before opening the Appointment Book for the first time. In File Maintenance, scheduling preferences can be defined in the Default User Prefs - Scheduling master file, and then assigned to groups of users or individual users in System Administrator. For more information, go to NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide forNextGen®Enterprise. In NextGen® Enterprise PM, you can modify your own scheduling preferences in Admin > Preferences > User > Scheduling. Your settings override any default settings that were assigned to you in System Administrator. Appointment Scheduling Preferences include a variety of options and settings on the following tabs: General Multi View Dail

Help Guide for NextGen® Enterprise PM 8

Appointment Search Ahead Search Criteria

You can select multiple parameters in the Search Criteria section in the Appointment Search Ahead window to find available timeslots for new appointments. For example, select an event, a service location, a resource, and an appointment date range. The following table describes the fields that are available in the Search Criteria section of the Appointment Search Ahead window: Field Description Event You must select an event or an event chain for the search. This is a mandatory field. When you select an event chain, the specified search criteria apply only to the first event in the event chain. You can only specify the date and time only for the first event in the event chain. Note: Event chains are listed before the events, when you select the Display event chains before events option in the Appt Search/Waitlist tab on the Appointment Scheduling Preferences window. Service Location You must select one or more locations for the search or select the All option to include all locations. T

Appointment Search/Waitlist Field Descriptions

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