NextGen Knowledge Center

Appointment Lookup Search Criteria

The following table describes the fields that are available in the Search Criteria section of the Appointment Lookup window:

FieldDescription
LastYou must enter the patient's last name.
First/PreferredYou must enter the patient's first name or preferred name.
MiddleYou must enter the patient's middle name.
SuffixYou must select the patient's last name suffix.
Date of BirthYou must enter the patient's birth date in MM/DD/YYYY format.
Social SecurityYou must enter the patient's social security number.
DescriptionYou must enter all or part of the text in the Description field on the Edit Appointment window.
StatusYou can select one or more appointment statuses from the following:
  • Canceled
  • Expected
  • Kept
  • No Show
  • Pending
Appointment DateYou must select a pre-defined appointment date range. When you select the appointment date, the value for the Beginning and Thru fields fills automatically.
Beginning /ThruYou can enter a custom appointment date range.
EventYou must select one or more appointment events.
ResourceYou must select one or more appointment resources.
ClassYou must select one or more classes, or resource groupings.
Service LocationYou must select one or more appointment locations.
Search byYou can select one of the following search options:
  • Med Rec Nbr: Enter the patient's Medical Record Number.
  • Person Nbr: Enter the patient's Person Number.
  • Other ID Nbr: Enter the patient's Other ID Number.
User DefinedYou can select a user-defined field to search for appointments that are specific to the value entered in the user-defined field.

When you select the User-Defined value 1, 2, 3, or 4, you can enter the text in the field to the right.

When you select the User-Defined value 5, 6, 7, or 8, you can select an item from the corresponding master list in the field to the right.

Workflow StatusYou can select one or more workflow statuses that are defined in NextGen® Enterprise EHR.
Patient Group You must select a patient group to limit the search results to include only appointments for patients in the selected group.
ConfirmedYou must select this option to limit the search results to include only confirmed appointments.
DeletedYou must select this option to limit the search results to include only deleted appointments.
RetainedYou must select this option to limit the search results to include only retained appointments.
RescheduledYou must select this option to limit the search results to include only the appointments that are rescheduled.
Booked in Patient PortalYou must select this option to limit the search results to include only appointments that are booked from requests received from the NextGen® PxP Portal.
Do not refresh lookup after updating appointmentsYou must select this option if you do not want the current list of appointments that match the search criteria to be updated after you access and modify one or more appointments in the list.