NextGen Knowledge Center

Add or Modify an Event

The Add Event or Edit Event window includes general information about the event in the section at the top, and tabs for more specific information about the event at the bottom.

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

  4. In the Event field, enter a name for the event. The name appears on the Add Appointment or Edit Appointment window in the Event or Event Chain field when you schedule an appointment for the event. It also appears on scheduled appointments in the Appointment Book > Daily view. This is a mandatory field.
  5. In the Short field, enter a 1-3 character description for the event.
    The short description appears on scheduled appointments in the Appointment Book > Weekly List view, Appointment Book > Weekly Schedule view, and Appointment Book > Multi-View. This is a mandatory field.
  6. In the Details field, enter any additional text notes for the event. The notes appear on the Add Appointment window when scheduling an appointment for the event.
  7. In the Successor Event field, select an Event that should always be scheduled after this event is performed.
  8. In the Duration field, use the up and down arrows to select the default number of minutes for the event.
  9. If a patient is required to be linked when scheduling an appointment for the event, select the Require linked patient appointment option. For example, a Physical Exam event would require a patient, but a Meeting event may not.
  10. To exclude this event from qualifying for appointment reminder letters, select the Exclude printing appointment reminders option.
  11. If the system is licensed for the chart tracking module and you want to print the chart outguide for the event, select the Print chart tracking outguide option.
  12. If you require a note when scheduling an appointment for the event, select the Require note template option.
  13. If you want to select a marketing plan when scheduling an appointment for the event, select the Require marketing data option. The Marketing Plan field becomes a required field on the Add Appointment or Edit Appointment window.
  14. In the Default Class for Appointment Search field, select the class (group of resources) to default onto the Appointment Search Ahead window when searching for the first available time slot for the event.
  15. To assign colors to the event, select the color in the Background Color field and select the text color in the Foreground Color field.
    Event colors appear in the Weekly Schedule view and Multi-View in the Appointment Book window.
  16. Configure the following tabs if you require it for an event:
    • Overrides
    • Default Resources
    • Limits
    • SIMs
    • Locations
    • External
    • Note Template
  17. Select OK to save the changes and close the window.
    The Events tab displays all existing events.