Confirming Appointments

Help Guide for NextGen® Enterprise PM 8

Confirm an Appointment

You can confirm an appointment from the Edit Appointment window after the patient confirms. Open the Appointment Book window. Open the appointment to be confirmed. The Edit Appointment window opens. Select the Confirmed option. Select OK to save changes and close the window. A telephone icon appears next to confirmed appointments in the Daily view tab of the Appointment Book window. Parent topic: Confirming Appointments

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

Appointment Scheduling

The following are the basic appointment scheduling functionalities in NextGen® Enterprise PM: Schedule appointments Modify appointments Reschedule appointments Cancel appointments Search and view appointments Print appointments The following additional functionalities may be included depending on the practice's workflows: Appointment Reminder Letters Appointment Waitlists Recall Plans Group Scheduling Add an Appointment You can schedule an appointment for an event or event chain for a selected resource. View Existing Appointments for a Patient Resizing the Add or Edit Appointment Window Mark an Appointment as Kept You can mark an appointment as kept either manually or through the auto-flow process. Modifying an Appointment Rescheduling an Appointment Removing an Appointment Retaining an Appointment Linking Appointments Confirming Appointments Scheduling Conflicts Parent topic: Appointments

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

Reminders Tab

The Reminders tab on the Add/Edit Appointment window displays appointment reminder information from the NextGen® EDI messaging console. This is useful for practices that are enrolled in and utilizing the appointment reminder services offered by NextGen® EDI. The Reminders tab includes the following information, in column format, for each appointment reminder sent by NextGen® EDI to the patient. Users can resize and rearrange the columns to suit their preferences. Date/Time: The date and time the reminder was sent. Type: Displays Appointment Reminder. Method: The method used for the reminder; Phone, Email, Text. If an active recall plan has multiple methods, they are separated by commas. Results: The results for the reminder. If an active recall plan has multiple results, they are separated by commas. By: Displays EDI Patient Messaging. Note: The Reminders tab displays only if the Show Reminders Tab on Appointment option in Practice Preferences > NextGen EDI Services > NextGen EDI Messa

Help Guide for NextGen® Enterprise PM 8

Daily View

The Daily view displays the appointment schedule for a single resource for a single day. The view displays the appointments that are already scheduled and time slots that are not yet scheduled on the selected day for the selected resource. Use the Next Day and Previous Day buttons on the toolbar to move from day to day. Use the Change Resources button on the toolbar to select a resource. Following are the features of the Daily view: The color displayed to the left of each time slot indicates the assigned category and to the right indicates the assigned location. Note: If there is only one location for the practice, the location column does not appear. Scheduled appointments display the patient's name from the Description field on the Add Appointment or Edit Appointment window and the description for the scheduled Event. An icon corresponding to the Birth Sex selected for the patient on the Modify Patient Information window appears next to the patient’s name. Icons include Male, Female

Confirming Appointments

Recommendations

Confirm an Appointment

Confirm Multiple Appointments

Appointment Scheduling

Appointment Book

Reminders Tab

Daily View

Confirm an Appointment

Confirm Multiple Appointments

Appointment Scheduling

Appointment Book

Reminders Tab

Daily View