Tooltip Tab

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

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

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

File Maintenance Help for NextGen® Enterprise

Tooltip Tab

Tooltips enable users to easily view key information about appointments. The tooltips display in NextGen® Enterprise PM when the user hovers the mouse cursor over an appointment. The items selected on the Tooltip tab of the User Appointment Scheduling Preferences determine which information displays in the tooltip. Open a User Prefs - Scheduling master file. The Default User Preferences - Scheduling window opens. Select the Tooltip tab. In the Display after field, select the number of seconds you want to pass before the tooltips appears. Select the tooltips that you want to appear. Note: The Eligibility Process Status and Response Status items are related to NextGen® Eligibility Verification. To change the order of the tooltip items in the list, highlight one, and then select or to move it up or down. You can also use the double arrows to move the tooltip to the top or bottom of the list. 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

Set Tooltip Preferences for Appointments

Open NextGen® Enterprise PM. Select Admin > Preferences > User > Scheduling. The Appointment Scheduling Preferences window opens. Select the Tooltip tab. In the Displays after [n] seconds field, select the number of seconds for NextGen® Enterprise PM to wait before displaying the tooltip in Appointment Book. In Select your custom tooltip items, select the necessary checkboxes. Note: For more information on custom tooltips, go to NextGen Healthcare Success Community, and download the latest Appointment Scheduling User Guide for NextGen® Enterprise PM. Select OK. Parent topic: Appointment Scheduling Preferences

Tooltip Tab

Recommendations

Events Tab

The Daily View Tab

Resources Tab

Tooltip Tab

Set Scheduling Preferences for Tooltips

Set Tooltip Preferences for Appointments

Tooltip Tab

Events Tab

The Daily View Tab

Resources Tab

Tooltip Tab

Set Scheduling Preferences for Tooltips

Set Tooltip Preferences for Appointments