Add or Remove Columns in the Appointment Lookup Results

Help Guide for NextGen® Enterprise PM 8

Sort the Appointment Lookup Results

In the Appointment List section of the Appointment Lookup window, the appointments are sorted using the Date/Time column in ascending order by default. To change the sort, select any column header. An up arrow icon appears above the column name, indicating that the appointments are now sorted by the selected column in ascending order. To sort the appointments using the same column in descending order, select the column header again. A down arrow icon appears above the column name, indicating that the appointments are now sorted by the selected column in descending order. Note: After you close the Appointment Lookup window and open it again, the appointments are sorted using the Date/Time column in ascending order by default. Parent topic: Search from the Appointment Lookup Window

Help Guide for NextGen® Enterprise PM 8

Appointment Lookup Search Criteria

The following table describes the fields that are available in the Search Criteria section of the Appointment Lookup window: Field Description Last You must enter the patient's last name. First/Preferred You must enter the patient's first name or preferred name. Middle You must enter the patient's middle name. Suffix You must select the patient's last name suffix. Note: This field appears when you select the Include suffix on lookup screens option in the General tab of the Practice Preferences window. Date of Birth You must enter the patient's birth date in MM/DD/YYYY format. Social Security You must enter the patient's social security number. Description You must enter all or part of the text in the Description field on the Edit Appointment window. Status You can select one or more appointment statuses from the following: Canceled Expected Kept No Show Pending Note: The default appointment status that you select in the Default appointment lookup status option in the General tab of the

Help Guide for NextGen® Enterprise PM 8

Search from the Appointment Lookup Window

You can search for the existing appointments for a patient from the Appointment Lookup. To open the Appointment Lookup window, do one of the following: From the main toolbar, select the Appt List button. Select Tasks > Lookup > Appointments. The Appointment Lookup window opens. Enter the search parameters in the Search Criteria section. Select Find. All existing appointments that match the search criteria entered appear in the Appointment List section. The Records Found option displays the total number of appointments listed in the Appointment List section. From the Appointment List, do one of the following: Double-click to open the desired appointment. The Edit Appointment window opens. Select one or more appointments, then right-click and select the desired action from the menu. Appointment Lookup Search Criteria You can use the Search Criteria on the Appointment Lookup window to find a patient's appointments. Sort the Appointment Lookup Results You can change the column using which

Help Guide for NextGen® Enterprise PM 8

Add or Remove Columns in the Encounter Lookup Results

The columns displayed in the Encounter List section of the Encounter Lookup window can be customized by each user. Right-click any column header. The menu lists all columns available for the window. Columns included in the current view display with a check mark icon. Do one of the following: To add a column to the view, select to select a column name without a check mark. To remove a column from the view, select to deselect a column name with a check mark. To save changes and close the window, select OK. Note: Use the table in Encounter List Columns as a reference when making column selections. Encounter List Columns You can search for existing encounters and the search results display encounter list columns. You can select the required columns by right-clicking any column header in the Encounter List section. Parent topic: Search from the Encounter Lookup Window

Help Guide for NextGen® Enterprise PM 8

Add or Remove Columns in the Lookup Results

In NextGen® Enterprise PM, do one of the following to open the Patient Lookup window: On the main toolbar, select Chart. From the Tasks menu, select Lookup > Charts. Patient Lookup Window Enter the details in the Search Criteria fields to find the desired person or patient. You can use multiple parameters. For example, you can enter part of the last and first names, and birth date. Note: Fields with the Lightning Bolt indicator are for direct match searches and cannot be used with other search criteria. Select Find. All existing person and patient records that match the search criteria appear in Matching Records. Right-click any column header. The menu lists all columns available in the Matching Records section. Columns included in the current view appear with a indicator. Do one of the following: To add a column to the view, select to select a column name without a check mark. To remove a column from the view, select to clear the check mark. To save changes and close the Patient Looku

Help Guide for NextGen® Enterprise PM 8

Customize Matching Records columns

Action Description Auto Size Colums Select a column header, then right-click and select Auto Size Column, or select any column header, then right-click and select Auto Size All Columns. Rearrange Columns Select the header of a column to be moved, then drag the column to the left or right to drop the column in the desired position. Add/ Remove Colums Right-click any column header, then select on a description in the list to select (add) or deselect (remove) the column. Parent topic: Matching Records for Patient or People Lookup

Add or Remove Columns in the Appointment Lookup Results

Recommendations

Sort the Appointment Lookup Results

Appointment Lookup Search Criteria

Search from the Appointment Lookup Window

Add or Remove Columns in the Encounter Lookup Results

Add or Remove Columns in the Lookup Results

Customize Matching Records columns

Sort the Appointment Lookup Results

Appointment Lookup Search Criteria

Search from the Appointment Lookup Window

Add or Remove Columns in the Encounter Lookup Results

Add or Remove Columns in the Lookup Results

Customize Matching Records columns