Categories Tab - Sched Admin

Help Guide for NextGen® Enterprise PM 8

Resources Tab - Sched Admin

On the Resources tab, you define people, places, and things for which appointments are scheduled. Existing resources are listed on the tab with the following information: Resource: Name of the resource. Type: Type of resource (Person, Place or Thing). Interval: Time interval defined for the resource. Template: Type of template used for the resource (weekly or daily). Max Template Date: The last date to which a template is applied for the resource. Provider Subgrouping 1 and 2: Provider subgroupings for the resource, if defined in the Providers master file. Note: The Interval column appears only when the Allow interval overrides check box is selected in the Appt Scheduling tab of the Practice Preferences window. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The following options are available from the open menu button or the ri

Help Guide for NextGen® Enterprise PM 8

Events Tab - Sched Admin

On the Events tab, you define the various types of appointments that will be scheduled for patients in the practice. Note: When you select the Enable Enterprise Appointment Scheduling option in the Practice Preferences window, the Scheduling Administration window name changes to Practice Scheduling Administration. Existing events are listed on the tab with the following information: Event: Name of the event. Short: Short description for the event (1 - 3 characters). Duration: Default duration for the event, in minutes. Color: Background color defined for the event. The following options are available from the open menu button, or the right-click menu: New: To create a new event. Open: To open an existing event. Hide: To hide or unhide an existing event. Print: To print an Event Listing report. Add or Modify an Event You can add events or modify an existing event. Assign Colors to an Event You can assign background and foreground colors to an event. Hide an Event You can hide an event f

Help Guide for NextGen® Enterprise PM 8

Classes Tab - Practice Scheduling Admin

On the Classes tab, you define classifications or groupings for the resources that you schedule appointments for in your practice. Classes can be used to search for an open time slot within a group of similar resources. When using the appointment search ahead function to find an available time slot, you can search using an individual resource or a class of resources. Searching by class is useful when you need to scan through the schedules of multiple resources to find the first available appointment. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences, the Scheduling Administration window name changes to Practice Scheduling Administration. Existing classes are listed on the Classes tab with the following information: Classification: The name of the class. The following options are available from the open menu button, or the right-click menu: New: To create a classification. Open: To open a classification. Delete: To delete a classification.

Help Guide for NextGen® Enterprise PM 8

Event Chains Tab - Sched Admin

On the Event Chains tab, you can define groupings of events or appointment types that must be scheduled together as a series of appointments. You can use an event chain to schedule multiple appointments for a patient simultaneously instead of scheduling each appointment separately. The individual events within an event chain are referred to as event chain members. Event chain members can be scheduled with the same or different resources, within minutes, hours, or days of each other. The event chain setup determines whether the event chain members must be scheduled in a specific sequence or scheduled in a best fit sequence. Note: Specific parameters for each member event, such as resource duration overrides, default resources, appointment limits, SIM members, valid locations, and so on are defined on the Events tab of the Scheduling Administration window. When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences the Scheduling Administration window name

Help Guide for NextGen® Enterprise PM 8

Scheduling Administration Options

The following table describes the tabs listed in the Scheduling Administration window. Tab Description Classes Classes are groupings of resources that can be used in Appointment Search Ahead window to locate the first available slot for a group of resources. Resources Resources include various people, places, and things that you can use to schedule appointments. For example, a provider (person), a procedure room (place), or a piece of equipment (thing). Events Events are the various types of appointments that will be scheduled for persons or patients in the practice. Event Chains Event Chains are groupings of events that must be scheduled together as a series of appointments. The purpose of an event chain is to enable you to schedule multiple appointments for a patient, without having to schedule each appointment separately. For example, an event chain might consist of an appointment with a nurse, followed by an appointment for a physical examination with a provider, followed by an app

Help Guide for NextGen® Enterprise PM 8

Print a Category

In NextGen® Enterprise PM, select Admin > Scheduling Administration. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. On the Categories tab, select the category that you want to print. Select open menu, and select Print. The NextGen Report Filter: Category Listing window opens. Note: The report has the following options: Columns Filter 2 Sort Totals On the report, select OK. The Category Listing report opens with the following details of the Category. Category Member Events Parent topic: Categories Tab - Sched Admin

Categories Tab - Sched Admin

Recommendations

Resources Tab - Sched Admin

Events Tab - Sched Admin

Classes Tab - Practice Scheduling Admin

Event Chains Tab - Sched Admin

Scheduling Administration Options

Print a Category

Resources Tab - Sched Admin

Events Tab - Sched Admin

Classes Tab - Practice Scheduling Admin

Event Chains Tab - Sched Admin

Scheduling Administration Options

Print a Category