Attach an Appointment to an Email

Help Guide for NextGen® Enterprise PM 8

Copy an Appointment

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 w

Help Guide for NextGen® Enterprise PM 8

Attach a Case to an Appointment

Open the Appointment Book window. Right-click an appointment and select Open the appointment. The Edit Appointment window opens. 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. Double-click to select the case to be attached to the appointment. Select OK to save changes and close the window. Parent topic: Add an Appointment

Help Guide for NextGen® Enterprise PM 8

Add an Appointment

You can schedule an appointment for a resource at a particular time and date. Open NextGen® Enterprise PM. From the main toolbar, select the ApptBook button. The Appointment Book window opens. Note: For a better response time, open the Appointment Scheduling Preferences by selecting and then select Only show my preferred resources in the Resources tab. In the Daily, Weekly Schedule or Multi-View tabs, select a resource, a date, and a time slot to schedule an appointment. To add an appointment, do one of the following: From the Appointment Book toolbar, select the Add Appt button. Right-click the time slot and, select New from the menu. Double-click the time slot. The Add Appointment window opens. Enter the details for the mandatory fields in the Add Appointment window to schedule an appointment. To select and link a person or patient to the appointment, select the open menu button in the upper-right side of the Add Appointment window and select one of the following: Access Active Patie

Help Guide for NextGen® Enterprise PM 8

Respond to a NextGen Mail Linked to an Appointment

If another user links an appointment to a NextGen mail message and sends it to you with a pending action, such as a request to reschedule or cancel the appointment, you can send a mail message back to the user with a confirmation response. The confirmation response tells the requesting user that you received the request and have acted on it. An appointment that is attached to a NextGen mail message has a status of Pending and displays in italics text in the Appointment Book. The appointment remains in pending status until the requested action is completed and a confirmation response is sent. From the main toolbar, select the Mailbox button. The NextGen Mailbox window appears. In the NextGen Mail section on the left, select Inbox. Mail messages display in the section on the right. Double-click to open the mail message with Appt Modification Request in the Subject line. The Appt Modification Request window appears. In the Confirmation field, select one of the following: Appointment Added

Help Guide for NextGen® Enterprise PM 8

Create a New NextGen Mail Message

From the main toolbar, select the Mailbox button. The NextGen Mailbox window appears. From the mailbox toolbar, select the New Message button. The New Message window appears. The Message tab displays two recipient fields: To NextGen and To Outlook. The field that is required is the one that is selected as the Default Mail Option in General User Preferences. Do one of the following: In the To NextGen field, double-click <<Double-Click to Select Mail Recipient(s)>>. From the message toolbar, select the Address button. The Address Book window appears. In the Show Users From field, select the desired Practice. Users, Security Groups, and Distribution Lists for the selected practice display. To select recipients for the message, do one of the following: To add a recipient, select a User, Security Group, or Distribution List in the Available Users and Groups section on the left, and then select the Add button to move it to the Message Recipients section on the right. To remove a recipient, s

Help Guide for NextGen® Enterprise PM 8

Printing from Appointment Confirmation window

From the Appointment Book, select the resource, date and time slot for the new appointment. Do one of the following: From the appointment toolbar, select the Add Appt button. Right-select on the time slot and select New from the menu. Double-click on the time slot. The Add Appointment window opens. Complete all fields required to complete the new appointment. To save the appointment, Enter OK. Note: The Appointment Confirmation window opens only once, and only if the Show appointment confirmation after scheduling appointment check box is selected in Scheduling User Preferences > General tab. The Appointment Confirmation window opens. Select Print, and then select Appt Reminder from the menu. The Demand Appointment Reminder Letter preview window displays the letter for the appointment. To print the letter, select the Print Dialog button or the Quick Print button on the letter preview toolbar. Note: You can also fax the letter by selecting from the letter preview toolbar. To close the wi

Attach an Appointment to an Email

Recommendations

Copy an Appointment

Attach a Case to an Appointment

Add an Appointment

Respond to a NextGen Mail Linked to an Appointment

Create a New NextGen Mail Message

Printing from Appointment Confirmation window

Copy an Appointment

Attach a Case to an Appointment

Add an Appointment

Respond to a NextGen Mail Linked to an Appointment

Create a New NextGen Mail Message

Printing from Appointment Confirmation window