Attach a Case to an Appointment
- Select the open menu
button that is located next to the Case Description and Date fields and select Open Existing Case.
The Select Case window opens.
Recommendations
Help Guide for NextGen® Enterprise PM 8
When a patient visits the provider for an event regularly, you can create appointments for a patient by copying an existing appointment and then pasting it into one or more additional time slots. The appointment information from the copied appointment is carried over to the new appointments, and you can modify it as needed. From the Appointment Book or Appointment List window, find the appointment you want to copy. Right-click the appointment and select Copy. The copied appointment icon displays on the status bar at the bottom of the Appointment Book window. Right-click another time slot where you want to add the copied appointment and select Paste. The Edit Appointment window opens. Note: When an appointment is copied from one resource and pasted into a time slot for another resource, both resources are selected on the newly pasted appointment. To avoid scheduling the new appointment for both resources, clear the resource selected from the copied appointment, in the Edit Appointment wCopy an Appointment
Help Guide for NextGen® Enterprise PM 8
You can attach the appointment to an email and send it to the recipient asking them to complete some action. Open the Appointment Book window. Right-click the appointment and select Attach to Mail. The New Message (Containing linked data) window opens. In the Action Requested field, select one of the following: Cancel Appointment Create Appointment Delete Appointment Other Reschedule Appointment Enter additional information to be included in the email as needed. On the Properties tab set the priority for the message. Select the Read Receipt option if you want to receive a notification when the recipient reads the message. Select the Address button to select the recipients to send the email. The Address Book window opens. Select a practice from the Show Users From list. Use the arrow button to move the recipients from the Available Users and Groups list to the Message Recipients list. Select OK to save changes and close the window. Select the Send Message button to send the email to theAttach an Appointment to an Email
Help Guide for NextGen® Enterprise PM 8
You can view existing appointments for a patient from the Add Appointment or Edit Appointment window. Open the Add Appointment or Edit Appointment window for the patient. Select the History tab. The existing appointments for the patient appears. Parent topic: View Existing Appointments for a PatientView Existing Appointments from Add or Edit Appointment
Help Guide for NextGen® Enterprise PM 8
You can confirm an appointment from the Edit Appointment window after the patient confirms. Open the Appointment Book window. Open the appointment to be confirmed. The Edit Appointment window opens. Select the Confirmed option. Select OK to save changes and close the window. A telephone icon appears next to confirmed appointments in the Daily view tab of the Appointment Book window. Parent topic: Confirming AppointmentsConfirm an Appointment
Help Guide for NextGen® Enterprise PM 8
You can link the future appointments to the current appointment of the patient from the History tab of the Edit Appointment window. Open the Appointment Book window. Open an appointment to be linked to other appointments. The Edit Appointment window opens. Select the History tab. From the list of appointments, select the appointments to be linked to the current appointment. Select OK to save changes and close the window. Parent topic: Linking AppointmentsLink Multiple Appointments
Help Guide for NextGen® Enterprise PM 8
You can view the linked appointments for a patient from the History tab of the Edit Appointment window. Open the Appointment Book window. Open an appointment that is linked to other appointments. The Edit Appointment window opens. Select the History tab. You can view the appointments linked to the current appointment. Select Cancel to close the window without making changes. Parent topic: Linking Appointments