Cancel Group Appointments

Help Guide for NextGen® Enterprise PM 8

Schedule Recurring Appointments from Existing Group Appointments

Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. Select the Group Check-in icon. The group modal window opens. Select the member's individual appointment. Right-click and then select Open > Group Appointment. The Edit Appointment window opens. To create additional recurring group appointments with the same details, select the Make Recurring link. The Recurring Appointment window opens. In Next Occurrence, select the date for the next group appointment in the recurring series. Select End after [n] Occurrences or End on [mm/dd/yyyy]. Note: This option is selected by default with an end date of one year from the current appointment date. In Occurs, select Daily, Weekly, Monthly, or Yearly for the occurrence frequency, and then enter the corresponding details. Note: Daily is selected by default. To display a message when a category conflict is found, select the Check for Conflicting Categories checkbox. This checkbox is selected by default. For example, the category on th

Help Guide for NextGen® Enterprise PM 8

Set Up Recurring Appointments from Group Appointments

Open NextGen® Enterprise PM. From the main toolbar, select ApptBook. From the Daily, Weekly Schedule or Multi-View view, select the resource, date and time slot for the first group appointment in the recurring series. Do one of the following: From the appointment toolbar, select Add Group Appts. Right-click on the time slot, and then select New > Group Appointment. The Add Group Appointment window opens. Enter the mandatory details for the appointment. To save the first group appointment and create additional recurring group appointments with the same information, select the Make Recurring link. A message appears to save the current group appointment and create individual appointments for members in the group. Select Yes. The Recurring Appointment window opens. In the Next Occurrence field, select the date for the next group appointment in the recurring series. Select End after [n] Occurrences or End on [mm/dd/yyyy]. Note: The date option is selected by default with an end date of one

Help Guide for NextGen® Enterprise PM 8

Recurring Group Appointments

When a group appointment is scheduled and saved, additional recurring appointments can be created using the same information from the original group appointment. For example, a patient group needs to be scheduled for counseling sessions on Wednesdays at 11:00 AM for the next several weeks. After scheduling a group appointment on the first Wednesday, additional recurring appointments can be created from that appointment for the following Wednesdays. Recurring group appointments can be scheduled daily, weekly, monthly or yearly. Cancel Group Appointments You can cancel a scheduled group appointment. If the group appointment you want to cancel is a recurring series, you can select and cancel the linked and unlinked member appointments individually. Set Up Recurring Appointments from Group Appointments You can set up recurring appointments for a patient from a group appointment. Schedule Recurring Appointments from Existing Group Appointments You can schedule recurring group appointments f

Help Guide for NextGen® Enterprise PM 8

Modify a Group Appointment

You can modify a group appointment if needed. Any modifications made to a group appointment will automatically update the associated individual member appointments with the same changes. You can also manage whether other group appointments in a recurring series should be updated with the same information. Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. Select the Group Check-in icon. The group modal window opens. Select the member's individual appointment. Right-click and then select Open > Group Appointment. In Edit Appointment, update the required details. Select OK. Select Yes. In Reason for appointment reschedule, select a reason from the drop-down list and then select OK. The Update Recurring Group Appointments window opens. In Group Recurrences, do the following: Select the checkbox for recurring group appointments that should be updated with the same modifications. Appointments are selected by default. Clear the checkbox for recurring group appointments that s

Help Guide for NextGen® Enterprise PM 8

Modify an Individual Appointment Created from a Group Appointment

Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. Select the Group Check-in icon. The group modal window opens. Select the member's individual appointment. Right-click and then select Open > Appointment. The Edit Appointment window opens. Modify the appointment as needed. Select OK. Modifications made to the appointment are saved. If the appointment is part of a recurring series and you changed the Date, Time, Event, Duration, Resources or Service Location, the appointment is removed from the recurring series. If you modified the Date, Time, Event, Duration, Resources or Service Location field, the Reschedule Reason window opens. If the Reschedule Reason window opens, select a reason for rescheduling the appointment. This field is required. Select OK. Parent topic: Scheduling Group Appointments

NextGen® Enterprise EHR Help

Cancel an Appointment

You can only cancel appointments created in NextGen® Enterprise EHR, not those created in NextGen® Enterprise PM. You can view the canceled appointments. Select an appointment. Select Cancel Appointment in the toolbar. An Appointments cancelation confirmation window opens. To cancel the appointment, select Yes. The appointment is cancelled and removed from the appointments list. To view canceled appointments, select Appointments > Show Cancelled Appointments menu. Canceled appointments appear with a strikethrough line. Note: Appointments canceled for the current date are displayed, whether the Show Cancelled Appointments options is not selected. Parent topic: Appointments

Cancel Group Appointments

Recommendations

Schedule Recurring Appointments from Existing Group Appointments

Set Up Recurring Appointments from Group Appointments

Recurring Group Appointments

Modify a Group Appointment

Modify an Individual Appointment Created from a Group Appointment

Cancel an Appointment

Schedule Recurring Appointments from Existing Group Appointments

Set Up Recurring Appointments from Group Appointments

Recurring Group Appointments

Modify a Group Appointment

Modify an Individual Appointment Created from a Group Appointment

Cancel an Appointment