Add an Item to the To Do List

Help Guide for NextGen® Enterprise PM 8

Modify an Item in the To Do List

You can edit a task to modify any fields as required: Open the Appointment Book window. Select the Daily tab at the bottom of the window. In the To Do List section, right-click the item, and select Open. The Edit To Do Item window opens. Edit the following fields as required: Subject Due Date Notes Priority Select OK to save changes and close the window. The modified item appears in the To Do List. Note: You can also right-click an item in the To Do List and modify the Priority from the menu. A check mark indicates the current priority of the item. Parent topic: Introduction to the To Do List

Help Guide for NextGen® Enterprise PM 8

Complete an Item in the To Do List

You can mark a task as complete after it is completed. Open the Appointment Book window. Select the Daily tab at the bottom of the window. In the To Do List section, right-click the item to be marked as completed, and select Open. The Edit To Do Item window opens. Select the Completed check box. Select OK to save changes and close the window. The completed item appears with a strike-through, or crossed out, in the To Do List. Note: You can also right-click an item, and select Completed from the menu. Parent topic: Introduction to the To Do List

Help Guide for NextGen® Enterprise PM 8

Delete a To Do List Item

You can delete a task if it is not required to be tracked. Open the Appointment Book window. Select the Daily tab at the bottom of the window. In the To Do List section, right-click on the item to be deleted, and select Delete. A message appears asking if you want to permanently delete the selected to-do item. Select Yes to delete the item. The item is removed from the To Do List. Parent topic: Introduction to the To Do List

Help Guide for NextGen® Enterprise PM 8

Introduction to the To Do List

You can use the To Do List section in the Daily view of the Appointment Book window to create and track tasks that require your attention. The To Do List is only for your reference. You can add items only to your To Do List and not for other users. In the To Do List section, you can do the following: Add an item. Modify an item. Complete an item in the to do list. Delete an item from the to do list. Add an Item to the To Do List You can add an item to the to-do list in the daily view of the appointment book. Modify an Item in the To Do List You can edit an item in the to-do list in the daily view of the appointment book. Complete an Item in the To Do List You can mark an item as completed in the to-do list in the daily view of the appointment book. Delete a To Do List Item You can delete an item from the to-do list in the daily view of the appointment book. Parent topic: Daily View

Help Guide for NextGen® Enterprise PM 8

Add Tasks from Report Window Details

The Add Tasks from Report window includes the following details: Field Description Task Type The Task Type is any task defined in the Task Types master files. To have the appropriate tasks to select from, be certain that they are set up and defined in the master file before trying to use them here. Status In the Status field you can select from the following options: None In Progress Completed Not Started Priority You can select from the following priorities: None High Normal Low Subject This is a free form text field. You can enter any text here. Assigned To This field has a list that allows you to select from any of the available resources to assign responsibility for this task. You can also press CTRL-M to assign yourself to the task. Details This is also a free-form text field that allows you to enter any details you feel necessary to aid in the completion of this task. Pressing CTRL-Shift-D adds a date and time stamp as well as your signature. Start Date From a pop-up calendar you

Help Guide for NextGen® Enterprise PM 8

Add a Patient to the Appointment Wait List

When a patient wants an appointment time that is not available, you can add the patient to the appointment wait list. Perform an Appointment Search Ahead to find an appointment time that is an acceptable alternative time for the patient. Schedule an interim appointment for the patient at that time. On the Appointment Search Ahead window, select the Wait List button. The Patient Wait List Item window opens. Select a value for the information for the Event and Duration fields. Select the location in the Service Location field, if applicable. Select the High Priority option if this Wait List item is to take precedence. Select the resource(s) in the Resource field. Note: In the Date/Time Range section, limit the range in these fields as much as possible to narrow the scope of the search. Otherwise, once you run the wait list process, your results may be excessive in number. Enter the date in MM/DD/YYYY format in the Start Date field for the beginning of the date range for the desired appoi

Add an Item to the To Do List

Recommendations

Modify an Item in the To Do List

Complete an Item in the To Do List

Delete a To Do List Item

Introduction to the To Do List

Add Tasks from Report Window Details

Add a Patient to the Appointment Wait List

Modify an Item in the To Do List

Complete an Item in the To Do List

Delete a To Do List Item

Introduction to the To Do List

Add Tasks from Report Window Details

Add a Patient to the Appointment Wait List