Resources Available On Holidays

File Maintenance Help for NextGen® Enterprise 8

Set Up Holiday Practice Preferences

Open Practice Preferences, and then select the Holidays Practice Preferences. Select Open Menu , and then select New. To add a new holiday, select Open Menu , and then select New. To modify a holiday, select the holiday in the list, select Open Menu , and then select Open. You can also double-click the item to open it. The Holidays window opens. Enter a Description, Start Date, End Date, Start Time and End Time for the holiday. These fields are required. Complete the remaining fields to complete your holiday setup. When you are done setting up your holiday preference, select OK to save and close the window. Parent topic: Holidays Practice Preferences

File Maintenance Help for NextGen® Enterprise 8

Holiday Practice Preferences Descriptions

The following table provides descriptions for the fields found in Holiday Practice Preferences. 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 schedu

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

Help Guide for NextGen® Enterprise PM 8

Edit Resource - Enterprise Scheduling Admin

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Resources tab, select the open menu button and select Open. The Resources Selection window opens. In the Practices list, select a practice. The resources from the selected practice appear in the Resources column. Note: The Practices list, displays only the practices that the current enterprise user has access to. To add a resource to the list of resources in the Resource tab, select the resource, and select OK. Parent topic: Resources - Enterprise Scheduling Admin

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

View Hidden Resources

Hidden resources do not display on the Resources tab in Scheduling Administration window. However, you can select to display hidden resources, if needed. 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. Select the Include Hidden Items check box. The hidden resources appear in the list with a Hide icon on the left. To remove hidden resources from the view, clear the selection for the Include Hidden Items option. Hidden resources are removed from the list. Parent topic: Resources Tab - Sched Admin

Resources Available On Holidays

Recommendations

Set Up Holiday Practice Preferences

Holiday Practice Preferences Descriptions

Holidays Practice Preferences

Edit Resource - Enterprise Scheduling Admin

Apply Daily Templates to a Resource

View Hidden Resources

Set Up Holiday Practice Preferences

Holiday Practice Preferences Descriptions

Holidays Practice Preferences

Edit Resource - Enterprise Scheduling Admin

Apply Daily Templates to a Resource

View Hidden Resources