NextGen Knowledge Center

Add an Appointment

You can schedule an appointment for a resource at a particular time and date.
  1. Open NextGen® Enterprise PM.
  2. From the main toolbar, select the ApptBook button.
    The Appointment Book window opens.

  3. In the Daily, Weekly Schedule or Multi-View tabs, select a resource, a date, and a time slot to schedule an appointment.
  4. To add an appointment, do one of the following:
    • From the Appointment Book toolbar, select the Add Appt button.
    • Right-click the time slot and, select New from the menu.
    • Double-click the time slot.
    The Add Appointment window opens.

  5. Enter the details for the mandatory fields in the Add Appointment window to schedule an appointment.
  6. To select and link a person or patient to the appointment, select the open menu button in the upper-right side of the Add Appointment window and select one of the following:
    • Access Active Patient: You can select this option to link the Active Patient to the new appointment.
    • Access Previous Patient: You can select this option to link any of the five most recently accessed people or patients to the new appointment.
    • Lookup: You can select this option to open the People Lookup window. In the People Lookup window, you can search and select a person or patient to link to the new appointment.

      • In the People Lookup window, do the following:
      • Enter the Search Criteria to find the desired person or patient, and then select Find.
      • In the Matching Records list, double-click to select the person or patient to link to the appointment.
      • If the person or patient for the appointment is not listed, select New and complete the information on the Add Person Information window.
    • Clear Patient: You can select this option to remove the patient from the appointment.
    • Set Active Patient: You can select this option to set the selected patient as active patient.
    • View Chart: You can select this option to open the patient's chart.
  7. After a person or patient is linked to the appointment, enter all the patient information fields in the Patient tab of the Add Appointment window.
  8. Rendering Physician: This field automatically gets filled if a rendering provider is linked to the selected resource in scheduling administration.
    If the rendering provider is not linked to the resource, then select a rendering physician for the appointment from the list of rendering providers, or select the lookup button to search and select a rendering provider from the Provider Lookup window.
  9. Referring Physician: You can select a referring physician for the appointment from the list of referring providers or select the lookup button to search and select a referring provider from the Provider Lookup window.
  10. Primary Care Provider: The primary care provider that is selected in the Add Patient Information or Modify Patient Information window appears.
  11. Encounter Number and Date: You can attach an existing encounter to the new appointment.
    1. Select the open menu button and select Open Existing Encounters.
      The Encounter Lookup window opens with the list of encounters for the patient.
    2. Double-click an encounter to attach it to the appointment, if applicable.
  12. Case Description and Date: You can attach a case to the new appointment, select the open menu button and select New to create a case, or select Open Existing Cases to select an existing case.
  13. Select OK to save changes and close the window.
    If there is an appointment conflict, then the Scheduling Conflicts window opens.

  14. Do one of the following:
    • Select Cancel to return to the Add Appointment window and select a different time slot for the appointment.
    • Select OK to save the appointment despite the conflict.
    The Appointment Confirmation window opens.

  15. Do one of the following:
    • Select Print to print any of the following from the Appointment Confirmation window.
      • Appointment Reminder Letter
      • Fee Ticket
      • Form Template
      • Label Template
      • Patient Data Sheet
      • Patient Data Sheet Detail
    • Select Close to complete the appointment.
    The new appointment appears in the Appointment Book window.