Set Up Preferred Appointment Scheduling Resources

File Maintenance Help for NextGen® Enterprise 8

Resources Tab

You can arrange the display order of resources in NextGen® Enterprise PM so that the ones used frequently by appointment schedulers display at the top of the resource list. The resource list displays on the following windows: Appointment Lookup Appointment Search Ahead Patient Wait List Item Process Wait List Recall Plan Maintenance Recall Plans Appointment Reminders Set Up Preferred Appointment Scheduling Resources Parent topic: Default User Prefs - Scheduling

Help Guide for NextGen® Enterprise PM 8

Set Scheduling Preferences for Resources

You can customize the display order of resources on the following windows in NextGen® Enterprise PM: Appointment Lookup Appointment Search Ahead Patient Wait List Item Recall Plan Maintenance Appointment Reminders If no selections are made in the Preferred resources of the Resources tab, all resources appear in alphabetic alphabetical order on the above windows. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > Scheduling. The Appointment Scheduling Preferences window opens. Select the Resources tab. Appointment scheduling preferences Resources tab In the Preferred resources section, select your preferred resources. To set the display order for your preferred resources, select a resource, and then select the promote or demote buttons to move the resource up or down in the list. You can also use and buttons to move a resource to the top or bottom of the list. When in a Resource field in NextGen® Enterprise PM, the selected preferred resources display at the t

File Maintenance Help for NextGen® Enterprise 8

Events Tab

You can specify the default preferred events and events chains for Appointment and Waitlist searches for users. To set up default preferred events for appointment scheduling, do the following: Open a User Prefs - Scheduling master file. The Default User Preferences - Scheduling window opens. Select the Events tab. If you want users to see only the preferred events, select the Only show my preferred events check box, and then select the preferred events from the top section. Note: Users can override this option on the Add Appointment window by selecting Show All Events. If you want users to see only the preferred event chains, select the Only show my preferred event chains check box, and then select the preferred event chains from the bottom section. To prioritize the events and event chains, highlight an event or event chain, and then select or to move it up or down. You can also use the double arrows to move it to the top or bottom of the list. Select OK. Parent topic: Default User Pr

File Maintenance Help for NextGen® Enterprise 8

Appointment Search/Waitlist Tab

Open a User Prefs - Scheduling master file. The Default User Preferences - Scheduling window opens. Select the Appt Search/Wait List tab. Set your defaults. Select OK to save your preferences. Appointment Search/Waitlist Field Descriptions Parent topic: Default User Prefs - Scheduling

File Maintenance Help for NextGen® Enterprise 8

Default User Prefs - Scheduling

You can designate default scheduling user preference settings in File Maintenance and then apply them to all users within a group or to individual users in System Administrator. Open File Maintenance. Select Practice Master Files, then PM, and then Default User Prefs - Scheduling. The Default User Prefs - Scheduling List window opens. Do one of the following: To add a new item, selectOpen Menu, and then selectNew. To modify an existing item, select the item in the list, selectOpen Menu, and then selectOpen. You can also double-click to open the item. When the above step is performed, the below mentioned window appears. The Default User Preferences - Appointment Scheduling window opens. In the Default User Preference Name field, enter an name for the scheduling preferences. This field is required. Set the default scheduling preferences on the following tabs as needed: General Tab Multi View Tab The Daily View Tab Resources Tab Events Tab Appointment Search/Waitlist Tab Tooltip Tab To sa

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

Set Up Preferred Appointment Scheduling Resources

Recommendations

Resources Tab

Set Scheduling Preferences for Resources

Events Tab

Appointment Search/Waitlist Tab

Default User Prefs - Scheduling

Appointment Scheduling Preferences

Resources Tab

Set Scheduling Preferences for Resources

Events Tab

Appointment Search/Waitlist Tab

Default User Prefs - Scheduling

Appointment Scheduling Preferences