Holiday Practice Preferences Descriptions

Field	Description
Description	Enter a name for the holiday.
Start Date	Enter the date that the holiday starts.
End Date	Enter the date that the holiday ends.
Start Time	Enter the time that the holiday starts.
End time	Enter the time that the holiday ends.
Suspend Appointment Scheduling	Select the check box to prevent appointments from being scheduled on the holiday. If someone tries to schedule a resource on a holiday, a message informs that the date is a global holiday and the resource cannot be scheduled. Also, the resource is not available for Appointment Search Ahead for the holiday or for a multiple-day event chain that includes the holiday. When you select this check box, you can select additional resource and category options. You can override this setting for a specific resource in the Scheduling Admin in NextGen® Enterprise PM.
Stop BBP	Select the check box to prevent the BBP schedules from running packages on the holiday. See the NextGen® BBP User Guide for more information You can override this setting for a specific schedule in the Background Business Processor.
Apply Holiday to These Resources	Select the resources that you want to create template exceptions for based on the holiday information. The template exceptions are created, but the appointment slot information does not update until the nightly process runs or the process is manually run.
Apply Category To Resource's Templates	Select the category to apply to the time slots that are within the company holiday date and time range. If you do not choose a category, then the existing categories that are present in the resource's templates are removed and no category is assigned.

File Maintenance Help for NextGen® Enterprise 8

Resources Available On Holidays

When holidays are specified in Practice Preferences, you can make a resource available for all holidays or for no holidays. You cannot select individual holidays. Open NextGen® Enterprise PM. On the Admin menu, select Scheduling Admin. The Scheduling Administration window opens. Select the Resources tab, then double-click a resource in the list. The Edit Resource window opens. Select the Available On Holidays check box. Select OK. Parent topic: Holidays Practice Preferences

File Maintenance Help for NextGen® Enterprise 8

Holidays Practice Preferences

The Appointment Scheduler and the NextGen® Background Business Processor can recognize your holiday schedule. By entering the holidays that your practice observes, you specify dates and times that appointments should not be allowed and that Business Background Process (BBP) jobs should not be run. Holidays affect Appointment Search Ahead, Appointment Conflict Checking, and the NextGen® Background Business Processor Job Scheduler. Set Up Holiday Practice Preferences Holiday Practice Preferences Descriptions Resources Available On Holidays Parent topic: Practice Preferences

File Maintenance Help for NextGen® Enterprise

Practice Preferences for Holiday Setup

The table describes the preferences available for holidays in your practice. Field Description Suspend Appointment Scheduling Select the checkbox to prevent appointments from being scheduled on the holiday. The providers are not available for appointment search for the holiday or for a multiple-day event chain that includes the holiday. You can override this setting for a specific provider from the Scheduling Administration window in NextGen® Enterprise PM. Apply Holiday to These Resources Select the providers that you want to create template exceptions for based on the holiday information. After the template exceptions are created, the appointment slot information is updated only after the nightly process runs or after the process is manually run. Apply Category To Resource's Templates Select the category to apply to the time slots that are within the company holiday date and time range. If you do not choose a category, the existing categories that are present in the resource's templa

File Maintenance Help for NextGen® Enterprise

Set Up Practice Preferences for Holidays

The Appointment Scheduler and NextGen® Background Business Processor can recognize your practice's holiday schedule. By entering the holidays that your practice observes, you specify dates and times when appointments are not allowed and that NextGen® Background Business Processor jobs should not run. Holidays affect the ability to search future appointments and check for appointment conflicts, as well as scheduling jobs in NextGen® Background Business Processor. To open the Practice Preferences window, do one of the following: In NextGen® Enterprise PM, select Admin > > Preferences > Practice. In File Maintenance, select Master Files > System > Practices, double-click a practice name, and then select Preferences. From Preference List, select Holidays. To add a holiday, select the menu icon, and then select New. To modify a holiday, double-click the holiday in the list. The Holidays window opens. Enter holiday-related information in the required fields: Description, Start Date, End Date

Help Guide for NextGen® Enterprise PM 8

Apply Daily Templates to a Resource

You can assign a daily template to a resource's calendar. In NextGen® Enterprise PM, select Admin > Scheduling Admin. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. Select the Resources tab. From the list, select the Resource to assign the templates. Select the open menu button and select Open. The Edit Resource window opens. In the Templates section, select Daily Templates. This defines the type of templates that can be applied to the resource. This defines the type of templates that you can apply to the resource. Note: To change the template type for an existing resource, you must clear all the templates that are applied to any part of the calendar. For example, to change from daily templates to weekly templates, all daily templates must be cleared from the resource's calendar. The

Help Guide for NextGen® Enterprise PM 8

Apply Daily Templates to a Resource

You can assign a daily template to a resource's calendar. In NextGen® Enterprise PM, select Admin > Scheduling Admin. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. Select the Resources tab. From the list, select the Resource to assign the templates. Select the open menu button and select Open. The Edit Resource window opens. In the Templates section, select Daily Templates. This defines the type of templates that can be applied to the resource. This defines the type of templates that you can apply to the resource. Note: To change the template type for an existing resource, you must clear all the templates that are applied to any part of the calendar. For example, to change from daily templates to weekly templates, all daily templates must be cleared from the resource's calendar. The

Holiday Practice Preferences Descriptions

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