Classes Tab - Practice Scheduling 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

Categories Tab - Sched Admin

On the Categories tab, you define groupings of events, or appointment types. You can use the categories while creating weekly and daily templates for resources. Each category is mapped to a specific time slot within a template, restricting the types of events that you can schedule appointments for the specified times. You can define color for each category and it displays in the Appointment Book window when you schedule an appointment. The color provides users at-a-glance guidance as to where certain type of appointments can be scheduled. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences, the Scheduling Administration window name changes to Practice Scheduling Administration. Existing categories are listed on the Categories tab with the following information: Category: Name of the category. Color: Background color defined for the category. The following options are available from the open menu button, or the right-click menu: New: To crea

Help Guide for NextGen® Enterprise PM 8

Add or Modify a Class

In NextGen® Enterprise PM, select Admin > Scheduling Admin. 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. Select the Classes tab, and do one of the following: To add a class, select the open menu button, and select New. To modify an existing class, select the class in the list and select the open menu button and select Open. The Add Classification or Edit Classification window opens. In the Classification field, enter a descriptive name for the class. This is a mandatory field. In the Details field, enter any additional notes for the class. This field is not used anywhere else in the system and is for informational purposes only. Use the Add and Remove buttons to associate resources with the class. The Available Resources section on the left lists all existing resources. The Member R

Help Guide for NextGen® Enterprise PM 8

Print a Class

You can print the details of a class as a report. The report contains the details of classification and member resources that are added to the class. 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 Class tab, select the class that you want to print. Select the open menu button, , and select Print. The NextGen Report Filter: Classification Listing window opens. Note: The report has the following options: Columns Filter 2 Sort Totals Select OK on the report. The Classification Listing report opens with the following details of the class. Classification Details Member Resources Parent topic: Classes Tab - Practice Scheduling Admin

Help Guide for NextGen® Enterprise PM 8

Scheduling Administration

Scheduling Administration is an important function in NextGen® Enterprise PM. The Scheduling Administration creates the Appointment Book window and helps you schedule appointments for patients in a practice. 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 tabs are available in the Scheduling Administration window: Classes Resources Events Event Chains Categories Weekly Templates Daily Templates For scheduling appointments on the practice level using the Appointment Search Ahead window, you must complete the configuration for the practice in Practice Scheduling Administration for each practice. For searching an appointment at the enterprise level from the Enterprise Appointment Search Ahead window, you must complete the configuration for the practices of an enterprise both in Practice Scheduling Administration and E

Help Guide for NextGen® Enterprise PM 8

Enterprise Class

The Enterprise Class tab lists all enterprise classes. The enterprise class has member classes that are mapped to the various practices that you have access to. On the Enterprise Classes tab, you can define a group of classifications for the resources across various practices for which you want to schedule appointments. In Enterprise Appointment Search Ahead window, you can search by a resource or by an enterprise class to find the first available time slot without logging in and out of practices. For example, if there is a class for General Consultation in Practice A and a class for Consultation in Practice B, in Enterprise Scheduling Administration window, you can define an Enterprise Class for Consultation and add both Practice A and Practice B as member classes and group them to find the available time slot for resources in practice A and practice B from Enterprise Appointment Search Ahead window. You can access the following options from the open menu or context menu: New: To crea

Classes Tab - Practice Scheduling Admin

Recommendations

Resources Tab - Sched Admin

Categories Tab - Sched Admin

Add or Modify a Class

Print a Class

Scheduling Administration

Enterprise Class

Resources Tab - Sched Admin

Categories Tab - Sched Admin

Add or Modify a Class

Print a Class

Scheduling Administration

Enterprise Class