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Appointment Information
This section provides additional information about the
Add/Edit Appointment
window.
Patient Tab
History Tab
Recall/Waitlist Tab
UDF Tab
Insurance/Diagnosis Tab
You can manage patient insurance and diagnosis details in the appointment window for streamlined administration.
Tasks/Providers Tab
Note Tab
Marketing Tab
Guidelines Tab
Reminders Tab
Help Guide for NextGen® Enterprise PM 8
Insurance/Diagnosis Tab
The Insurance/Diagnosis tab on the Add/Edit Appointment window displays insurance and ICD information for the patient. The Appointment Insurance section displays insurances linked to the appointment. Authorizations and/or referrals numbers are listed below each insurance, if applicable. The ICD-CM section displays a listing of ICD codes linked to the current open appointment, if applicable. Add or Modify an Insurance Authorization Add or Modify an Insurance Referral Parent topic: Appointment Information
Help Guide for NextGen® Enterprise PM 8
Patient Tab
The Patient tab on the Add/Edit Appointment window is the default tab. It displays demographics and other appointment related information such as encounter number/date and rendering/referring physicians. The patient’s demographics information can be modified by selecting the Open Menu button and selecting Lookup from the menu. Parent topic: Appointment Information
Help Guide for NextGen® Enterprise PM 8
UDF Tab
The UDF (User Defined Fields) tab on the Add/Edit Appointment window displays information entered in practice-level Chart User Defined fields and/or enterprise-level Client Defined fields for the patient. Practice-level UDF fields are created in Practice Preferences > Chart. There are eight fields available. Patient information is entered in these fields on the Chart > Patient Information tab > Chart Details sub-tab. Enterprise-level UDF fields are created in Enterprise Preferences > Client Defined tab. There are fourteen fields available. Patient information is entered in these fields on the Add/Modify Patient Information window > Client Defined tab. Parent topic: Appointment Information
Help Guide for NextGen® Enterprise PM 8
History Tab
The History tab on the Add/Edit Appointment window displays a history of all past, present and future appointments for the patient. Confirmed, deleted, retained, and reschedule indicators display for each appointment listed. Users can resize and rearrange the columns to suit their preferences. Users can also sort by each column by selecting the column header, with the exception of the indicator columns. Select the check box for multiple appointments and then select OK to link those appointments together. This can be helpful when canceling multiple appointments for a single patient. Canceling one of the linked appointments prompts the user to cancel the remaining linked appointments. Parent topic: Appointment Information
Help Guide for NextGen® Enterprise PM 8
Recall/Waitlist Tab
The Recall/Waitlist tab on the Add Appointment window displays active recall plans, follow-ups, and wait list items for the patient. The Recalls section displays recall information including the recall plan name, date added, last date, return date, event, resource, location, and letter mailing dates. This section also displays the dates scheduled to send messages as per the recall plan setup in File Maintenance; and the actual dates of sending the messages to the patient using NextGen® EDI services. The Follow Ups section displays information from NextGen® Enterprise EHR including follow-up description, reason, and time frame. Information from NextGen® Enterprise PM includes appointment date and time. The Waitlist section displays wait list information including begin date/time, end date/time, event, resource, location and status. A blue push pin icon displays on the tab if the patient has an active recall, follow-up, or waitlist appointment. Users can resize and rearrange the columns
Help Guide for NextGen® Enterprise PM 8
Tasks/Providers Tab
The Tasks/Providers tab on the Add/Edit Appointment window displays a listing of all worklog tasks associated to the patient in the top section labeled Tasks. From the right-click menu in this section, new tasks can be created and existing tasks can be modified, deleted or hidden. A list of preferred providers associated to the patient displays in the bottom section labeled Patient Providers. This section is view only. Providers can be entered on the Add/Modify Patient Information > Provider tab if the tab has been enabled in Practice Preferences > Providers. Parent topic: Appointment Information
