Add Enterprise Class

Help Guide for NextGen® Enterprise PM 8

Modify Enterprise Class

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Enterprise Classes window, select an enterprise class. Select open menu , and then select Edit. The Edit Enterprise Classes window opens. To change the enterprise class name, enter the new name in Enterprise Classification field. If the name already exists, a message appears stating that the class already exists. Add or remove member classes. If a practice is added or removed, then the Edit Enterprise Classes window updates to show only those member classes that are accessible for that practice. Select OK. Parent topic: Enterprise Class

Help Guide for NextGen® Enterprise PM 8

Print Enterprise Class

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Enterprise Class tab, select the enterprise class that you want to print. Select open menu , and select Print. The Enterprise Classification enhanced report opens. Note: The report has the Columns, Filter 2, Sort, and Totals options. On the report, select . The report is printed with the following details of the enterprise class. Enterprise Classification Details Member Class Practice Name Hidden PracticesNote: If there is a hidden practice in the enterprise class, the Hidden Practice column shows "Y" when you print the Enterprise Classification enhanced report. It is blank for all other practices. Note: Deleted enterprise classes are not displayed in the report. Parent topic: Enterprise Class

Help Guide for NextGen® Enterprise PM 8

Delete Enterprise Class

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Enterprise Classes window, select the enterprise class that you want to delete. Select the open menu button, and then select Delete. A message appears asking you to confirm the deletion of the enterprise class. Select OK The enterprise class is removed from the Enterprise Classes window. Parent topic: Enterprise Class

Help Guide for NextGen® Enterprise PM 8

Enterprise Class

The Enterprise Class tab lists all enterprise classes. The enterprise class has member classes that are mapped to the various practices that you have access to. On the Enterprise Classes tab, you can define a group of classifications for the resources across various practices for which you want to schedule appointments. In Enterprise Appointment Search Ahead window, you can search by a resource or by an enterprise class to find the first available time slot without logging in and out of practices. For example, if there is a class for General Consultation in Practice A and a class for Consultation in Practice B, in Enterprise Scheduling Administration window, you can define an Enterprise Class for Consultation and add both Practice A and Practice B as member classes and group them to find the available time slot for resources in practice A and practice B from Enterprise Appointment Search Ahead window. You can access the following options from the open menu or context menu: New: To crea

Help Guide for NextGen® Enterprise PM 8

Add Enterprise Events

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Enterprise Events tab, select the open menu button, and then select New. The Add Enterprise Events window opens. Enter the name of the enterprise event. Enter the details of the enterprise event. Select the open menu button in the Add Enterprise Events window. The Events Selection window opens. Select the desired practice from the Practices drop down list. The Events column displays the events for the selected practice. Select the desired events from the list, and select OK to include them in the enterprise event. The selected events appear in the Member Events column on the Add Enterprise Events window. Search for member events using the Search field. Select the check box next to the member events to include them in the enterprise event, or clear the check box to remove them from the enterprise event. Select OK. The enterpris

Help Guide for NextGen® Enterprise PM 8

Add or Modify a Class

In NextGen® Enterprise PM, select Admin > Scheduling Admin. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. Select the Classes tab, and do one of the following: To add a class, select the open menu button, and select New. To modify an existing class, select the class in the list and select the open menu button and select Open. The Add Classification or Edit Classification window opens. In the Classification field, enter a descriptive name for the class. This is a mandatory field. In the Details field, enter any additional notes for the class. This field is not used anywhere else in the system and is for informational purposes only. Use the Add and Remove buttons to associate resources with the class. The Available Resources section on the left lists all existing resources. The Member R

Add Enterprise Class

Recommendations

Modify Enterprise Class

Print Enterprise Class

Delete Enterprise Class

Enterprise Class

Add Enterprise Events

Add or Modify a Class

Modify Enterprise Class

Print Enterprise Class

Delete Enterprise Class

Enterprise Class

Add Enterprise Events

Add or Modify a Class