Copy an Appointment

Help Guide for NextGen® Enterprise PM 8

Add an Appointment

You can schedule an appointment for a resource at a particular time and date. Open NextGen® Enterprise PM. From the main toolbar, select the ApptBook button. The Appointment Book window opens. Note: For a better response time, open the Appointment Scheduling Preferences by selecting and then select Only show my preferred resources in the Resources tab. In the Daily, Weekly Schedule or Multi-View tabs, select a resource, a date, and a time slot to schedule an appointment. To add an appointment, do one of the following: From the Appointment Book toolbar, select the Add Appt button. Right-click the time slot and, select New from the menu. Double-click the time slot. The Add Appointment window opens. Enter the details for the mandatory fields in the Add Appointment window to schedule an appointment. To select and link a person or patient to the appointment, select the open menu button in the upper-right side of the Add Appointment window and select one of the following: Access Active Patie

Help Guide for NextGen® Enterprise PM 8

Schedule Appointments from Available Timeslots

You can schedule an appointment for a patient from the available time slots on the Enterprise Appointment Search Ahead window. On the Enterprise Appointment Search Ahead window, in the Available Timeslots section, right-click or double-click the desired time slot. If you have multiple resources and service locations from various practices for the selected event, you can select on the filter on the Practice column in the Available Timeslots section. The available time slots for the resources and service location of the selected practice lists. The Book Appointment menu appears. Select Book Appointment. The event, resources, service location, date, and time fields are filled. The Add Appointment window opens. Select the open menu icon, and select Lookup. If the patient is selected on the Enterprise Appointment Search Ahead window, the patient information is added on the Add Appointment window. The People Lookup window opens. Find a patient, and select Open. The patient information is add

Help Guide for NextGen® Enterprise PM 8

Change the Patient Linked to an Appointment

You can remove the current patient linked to the appointment and link a new patient to the same event at the scheduled time. Select the appointment to change the linked patient, and double-click to open the Edit Appointment window. Select the open menu button next to the patient's name and select Clear Patient. A message appears asking you to confirm if you want to delete the linked patient. Select OK to remove the incorrect patient from the appointment. To add the correct patient to the appointment, select the open menu button and select Lookup. The People Lookup window opens. Do one of the following: To select an existing person or patient for the appointment, enter the appropriate search criteria and then select Find. Select New to add a person or patient for the appointment. Select OK to save changes and close the window. Parent topic: Modifying an Appointment

Help Guide for NextGen® Enterprise PM 8

Rescheduling an Appointment

You can reschedule an appointment in any of the following ways: Open and Edit: You can open the appointment from any view in the Appointment Book window, except the Monthly view tab, and edit the Date and Time fields on the Edit Appointment window. Note: This is not the recommended method for rescheduling appointments. Cut and Paste: From any view in the Appointment Book window, except the Monthly view tab. In the Appointment Book window select an appointment that you want to reschedule, right-click, and select cut. You can paste the appointment in a different time slot, and do the changes in the Edit Appointment window as needed. Note: This is the recommended method for rescheduling appointments. Drag and Drop: From the Daily or Weekly List view tab of the Appointment Book window, you can select the appointment and drag and drop it on a new timeslot to reschedule the appointment. Stretch: You can select at the bottom of an appointment and stretch it to extend the duration. Note: You c

Help Guide for NextGen® Enterprise PM 8

Modify Appointment Details

You can modify the appointment and reschedule if needed. Select the appointment to be modified, and double-click to open the Edit Appointment window. Make the modifications to the appointment as needed. Select OK to save changes and close the window. If any of the following fields are modified, the change is considered a reschedule: Date Time Event Duration Resource Location Patient The Appointment Rescheduling Reasonwindow opens. In the Reason for appointment reschedule list, select a reason for rescheduling the appointment, and select OK. The appointment is rescheduled. Parent topic: Modifying an Appointment

Help Guide for NextGen® Enterprise PM 8

Printing from Appointment Confirmation window

From the Appointment Book, select the resource, date and time slot for the new appointment. Do one of the following: From the appointment toolbar, select the Add Appt button. Right-select on the time slot and select New from the menu. Double-click on the time slot. The Add Appointment window opens. Complete all fields required to complete the new appointment. To save the appointment, Enter OK. Note: The Appointment Confirmation window opens only once, and only if the Show appointment confirmation after scheduling appointment check box is selected in Scheduling User Preferences > General tab. The Appointment Confirmation window opens. Select Print, and then select Appt Reminder from the menu. The Demand Appointment Reminder Letter preview window displays the letter for the appointment. To print the letter, select the Print Dialog button or the Quick Print button on the letter preview toolbar. Note: You can also fax the letter by selecting from the letter preview toolbar. To close the wi

Copy an Appointment

Recommendations

Add an Appointment

Schedule Appointments from Available Timeslots

Change the Patient Linked to an Appointment

Rescheduling an Appointment

Modify Appointment Details

Printing from Appointment Confirmation window

Add an Appointment

Schedule Appointments from Available Timeslots

Change the Patient Linked to an Appointment

Rescheduling an Appointment

Modify Appointment Details

Printing from Appointment Confirmation window