Tooltip Tab

File Maintenance Help for NextGen® Enterprise 8

The Daily View Tab

You can select which fields display in the Daily View of the Appointment Book. Each item is put on a separate line, so unless you have an appointment that spans four appointment times, you might not be able to view all four data items. Select the check box next to each appointment item to select it; selected items display an X in their check box. These items display in your Daily View appointment dialog box underneath the appointment description for each appointment. To set the display order of the items, highlight one, and then select or to move it up or down. 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 Parent topic: Default User Prefs - Scheduling

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

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 Tooltips

You can activate a customized tooltip that appears when hovering over an appointment for a specified number of seconds in NextGen® Enterprise PM. For more information on custom tooltips, go to NextGen Healthcare Success Community and download the latest Appointment Scheduling User Guide forNextGen®Enterprise PM. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > Scheduling. The Appointment Scheduling Preferences window opens. Select the Tooltip tab. Tooltips tab In the Displays after [n] seconds field, select the number of seconds you want NextGen® Enterprise PM to wait before displaying the tooltip in the Appointment Book. Note: The default setting of 0 seconds disables and prevents the tooltip from appearing. In the Select your custom tooltip items section, you can select the items to display in the tooltip. Note: To view EDI-related information on the tooltip, you can select any of the following items: EDI Messaging Latest Result EDI Messaging Contact Meth

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

View Latest Successful Eligibility Response from Appointment Information

Before you begin Submit NextGen® Eligibility Verification request for a patient. See Submit Eligibility Requests for more information. Set the appointment information. For details on how to set the tooltip, see Set Scheduling Preferences for Tooltips in Layout and User Preferences Guide for NextGen Enterprise PM. You can view the latest successful response from the appointment information for pending transactions. In NextGen® Enterprise PM, select Appbook. The appointment book opens. Locate the appointment for the patient for whom you have submitted the NextGen® Eligibility Verification request and do one of the following: Select the appointment. Right-click the appointment and select Appointment Information. The tooltip displays the appointment information. The Primary Insurance Eligibility Status shows the status of the eligibility check. Select the Pending / View Latest Successful Response hyperlink. The system checks for the eligibility response for the latest successful transactio

Tooltip Tab

Recommendations

The Daily View Tab

Events Tab

Resources Tab

Set Scheduling Preferences for Tooltips

Appointment Scheduling Preferences

View Latest Successful Eligibility Response from Appointment Information

The Daily View Tab

Events Tab

Resources Tab

Set Scheduling Preferences for Tooltips

Appointment Scheduling Preferences

View Latest Successful Eligibility Response from Appointment Information