Category and Location Tooltip

Help Guide for NextGen® Enterprise PM 8

Custom Tooltip

When you select one or more custom tooltips in the Tooltip tab of the Appointment Scheduling Preferences window, a custom tooltip appears after a few seconds when you point over a scheduled appointment in the Appointment Book window. The tooltip works in Daily view, Weekly Schedule view and Multi-View. You can define the Appointment Information that appears in the custom tooltip. It enables you to view the patient's appointment information without opening it. You can select the X button to close the custom tooltip. Appointment information shown in blue text on the custom tooltip provides a link with direct access to that information. For example, when you select the Patient Birth Date option, the Update Patient Information window opens. When you select the Appointment Event option, the Edit Appointment window opens. Custom Tooltip Items Custom tooltip items are available in the tooltip tab of the appointment scheduling preferences window. Parent topic: Appointment Book

Help Guide for NextGen® Enterprise PM 8

Appointment Book Views

In the Appointment Book window, you can view the appointment schedules for resources and locations within the practice in different ways. The following views are available: Daily Weekly List Weekly Schedule Monthly Multi-View You can select the view in the Start appt book with this view option in the General tab of the Appointment Scheduling Preferences window to determine the view that appears when you open the Appointment Book for the first time. You can select the practice in the Resource Selection/Order option in the Multi View tab of the Appointment Scheduling Preferences window to determine the resource that appears when you open the Appointment Book for the first time. Note: The first resource listed in the Resource Selection/Order appears. Daily View You can get more detailed information about the daily view of appointments for a resource. Weekly List View You can know more detailed information about the weekly list view of appointments for a resource. Weekly Schedule View You

Help Guide for NextGen® Enterprise PM 8

Appointment Book

The Appointment Book window in NextGen® Enterprise PM provides an overview of the appointment schedule for the various resources and locations within the practice. The appointment book is used to schedule, reschedule, and cancel patient appointments. You can view appointments for: An individual resource for a specific day, week, or month. Multiple resources at the same time for a specific day. To access Appointment Book in NextGen® Enterprise PM, do one of the following: From the main toolbar, select the ApptBook button. From the Tasks menu, select Appt Book. Appointment Book Toolbar Appointment Statuses You can get different appointment statuses and their description. Category and Location Tooltip You can know more information about the category and location tooltips and where to find them in the appointment book. Custom Tooltip You can get more information about appointments using the custom tooltip. Appointment Book Views You can know more information about the different views that

Help Guide for NextGen® Enterprise PM 8

Weekly Schedule View

The Weekly Schedule view displays the appointment schedule of a resource for a week (Monday - Sunday). This view displays the appointments that are already scheduled on the selected week for the selected resource. You can use the Next Week and Previous Week buttons on the toolbar to move the calendar from one week to another. You can select the Change Resources button on the toolbar to change the resource and view the appointment schedule for the selected resource. Following are the features of the Weekly Schedule view: Each column represents one day. Columns can be resized. You must scroll to the left to view the schedules for Sunday and to the right for Saturday. The color assigned to each time slot indicates the applied category. The color displayed to the right of each time slot indicates the assigned location. Note: If there is only one location for a practice, the location column does not appear. The scheduled appointments display the patient's name from the Description field on

File Maintenance Help for NextGen® Enterprise 8

General Tab

The General tab on the Default Appointment- Scheduling Preferences window enables you to set the default appointment scheduling preferences. The following table describes the fields on the General tab. Field Description Refresh appointments every "X" minutes If there are multiple users scheduling appointments at the same time, you can make the application refresh the appointment book at set intervals by entering the desired number of minutes. The refresh option updates the appointment book with any new appointments, cancellations, and modifications. Default scheduler start time You can enter the time that you want displayed initially at the top of the appointment book views. Default appointment look up date You can select a default date that fills the Appointment Date, Beginning, and Thru fields on the Appointment Lookup window. After the default appointment look up date is set, the next time a user accesses the Appointment Lookupwindow, the Appointment Date field displays the value en

Help Guide for NextGen® Enterprise PM 8

Multi-View

The Multi-View displays the appointment schedule for multiple resources for a single day. This view displays the appointments that are already scheduled and time slots that are not yet scheduled on the selected day for resources in the selected multi-view group. You can select the Default multi-view group setting option in the Multi-View tab of the Appointment Scheduling Preferences window to determine the group of resources that displays when you open the Multi-View for the first time. You can use the Next Day and Previous Day buttons on the toolbar to move the calendar from one day to another. You can select the Change Multi-View Group button on the toolbar to change the multi-view group. The appointment schedules appear for all resources in the selected multi-view group. You can select the Change Multi-View Group Location button on the toolbar to change the location for a multi-view group. The appointment schedules appear for all resources, in the current multi-view group, that are

Category and Location Tooltip

Recommendations

Custom Tooltip

Appointment Book Views

Appointment Book

Weekly Schedule View

General Tab

Multi-View

Custom Tooltip

Appointment Book Views

Appointment Book

Weekly Schedule View

General Tab

Multi-View