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. - To add a class, select the open menu
- 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 Resources section on the right lists resources that are included in the class.
- If there are no available resources, then no resources are available in the Resources tab and can be added to a class at a later time.
- If one or more resources are added to the class from the Resources tab, they appear in the Member Resources list.
Note: The Interval column appears only when the Allow interval overrides check box is selected in the Appt Scheduling tab of the Practice Preferences window. - Select OK to save changes and close the window.
The Classes tab displays all existing classes.