Confirm an Appointment

Help Guide for NextGen® Enterprise PM 8

Confirm Multiple Appointments

When you confirm an appointment for a patient, if the patient has multiple appointments either on the same day or in the future with other appointments, a message appears asking you to confirm all the appointments at the same time. For example, a patient with three same day appointments with the nurse, doctor, and lab, can have all three confirmed at the same time. Open the Appointment Book window. Open an appointment to be confirmed. The Edit Appointment window opens. Select the Confirmed option. Select OK to save changes and close the window. If the patient has other on the same day or future appointments, the Confirm Appointment window opens. Note: Following are the options available on the Confirm Appointment window: The Linked Appointments section displays a list of appointments that are linked to the appointment that you confirmed. Note: This option is selected by default. The Unlinked Appointments section displays a list of appointments that are not linked to the appointment tha

Help Guide for NextGen® Enterprise PM 8

Confirming Appointments

After the patient confirms the appointment, you can mark the appointment as confirmed on the Edit Appointment window. A telephone icon appears next to confirmed appointments in the Daily view tab of the Appointment Book window. Note: Automated voice reminder interfaces are available with NextGen® EDI, PhoneTree, TeleVox, SmartTalk, and CIMA. One-way interfaces send appointment information from NextGen® Enterprise PM to the vendor. Bi-directional interfaces send appointment information to the vendor and confirmation information back to NextGen® Enterprise PM. Confirm an Appointment You can confirm an appointment after the patient confirms the schedule. Confirm Multiple Appointments You can confirm multiple appointments for a patient at the same time. Parent topic: Appointment Scheduling

Help Guide for NextGen® Enterprise PM 8

View Linked Appointments

You can view the linked appointments for a patient from the History tab of the Edit Appointment window. Open the Appointment Book window. Open an appointment that is linked to other appointments. The Edit Appointment window opens. Select the History tab. You can view the appointments linked to the current appointment. Select Cancel to close the window without making changes. Parent topic: Linking Appointments

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

Link Multiple Appointments

You can link the future appointments to the current appointment of the patient from the History tab of the Edit Appointment window. Open the Appointment Book window. Open an appointment to be linked to other appointments. The Edit Appointment window opens. Select the History tab. From the list of appointments, select the appointments to be linked to the current appointment. Select OK to save changes and close the window. Parent topic: Linking Appointments

Help Guide for NextGen® Enterprise PM 8

Add/Edit Appointment Window

From the Appointment Book, open the patient’s appointment. The Edit Appointment window opens. Select the Recall/Waitlist tab. In the Recalls section of the tab, select the recall to be stopped. Right-click and select Stop. Parent topic: Stop a Recall Manually

Confirm an Appointment

Recommendations

Confirm Multiple Appointments

Confirming Appointments

View Linked Appointments

Attach a Case to an Appointment

Link Multiple Appointments

Add/Edit Appointment Window

Confirm Multiple Appointments

Confirming Appointments

View Linked Appointments

Attach a Case to an Appointment

Link Multiple Appointments

Add/Edit Appointment Window