NextGen Knowledge Center

Add or Modify a Category

  1. In NextGen® Enterprise PM, select Admin > Scheduling Admin.
    The Scheduling Administration window opens.
  2. Select the Categories tab.
  3. Do one of the following:
    • To add a category, select the open menu button, and select New.
    • To modify an existing category, select a category, select the open menu button, and select Open.
    The Add Category or Edit Category window opens.

  4. In the Category field, enter a name for the category. The name displays in the upper-right corner of the Appointment Book window when you hover the mouse over a time slot that has the category assigned. This is a required field.
  5. In the Background Color field, select the open record button.
    The Color window opens.

  6. Select a background color to display in the Appointment Book window on time slots where the category is assigned, and then select OK.
  7. In the Foreground Color field, select the open record button.
    The Color window opens.
  8. Select a foreground color to display for text in the time slot (e.g. patient name) after an appointment is scheduled and then select OK.
  9. Select the add and remove buttons to associate events with the category. The Available Events section lists all the existing events. The Member Events section lists events that are included in the category.
  10. Select an event in the Available Events list, then select the add button.
    The event is added to the list of events that are part of the event chain.
  11. Select an event in the Member Events list, then select the remove button.
    The event deleted form the list of member events and moves to the Available Events list.
  12. When you search for time slots in the Appointment Search Ahead function in the Appointment Book window, if you do not want the time slots that have a category assigned to be returned in the search results, select the Prevent time slots in this category from being returned in Appointment Search Results option. (E.g. Lunch, Admin Time, and so on.)
  13. Select OK to save the changes and close the window.
    The Scheduling Administration > Categories tab displays all existing categories.