Create an On-the-FlyMulti-View Group

Help Guide for NextGen® Enterprise PM 8

On-the-Fly Multi-View Groups

You can use an on-the-fly multi-view group to quickly display a selected set of resources on the Multi-View tab in the Appointment Book window. The resources selected remain in the view until: Another on-the-fly multi-view group is created. A different multi-view group is selected using the Change Multi-View Group button, the Change Multi-View Group Location button, or the Change Multi-View Location button. The Appointment Book window is closed. Create an On-the-FlyMulti-View Group You can add the resources to the existing multi-view group from the multi-view tab. Parent topic: Multi-View

File Maintenance Help for NextGen® Enterprise 8

Set Up New Multi-View Group

Under Multi-View Groups, select Open Menu , and then select New. The New Multi-View Group window opens. Enter a new name for the multi-view group, and then select OK. The group name displays in the Multi-View Groups field. On the Multi View tab, select the resources to be a part of this multi-view group. The selected resources appear in your resource list. They also display in your Multi-View appointment window. To change the list order of the resources, highlight a resource, and then select or to move it up or down. To create another multi-view group, repeat steps 1 thru 4. After you set up the multi-view groups, select the group in the Default multi-view group field that you want to use as the default when users initially open the appointment book. Select the maximum number of resources to display on windows. If you want event colors to display in the scheduled slots of the Weekly Schedule and Multi-View tabs of the Appointment Book, select the Display event color in scheduled slots

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

Help Guide for NextGen® Enterprise PM 8

Set Scheduling Preferences for Multi View

On the Multi View tab, you can establish which resources you can schedule. You can set the order of the resources on the multi-view Appointment Book, and also specify how many resources to display at one time. Note: A default multi-view group exists that you can rename, or you can add more groups. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > Scheduling. In Appointment Scheduling Preferences, select the Multi View tab. Appointment scheduling preferences Multi View In Multi-View Groups, select the open menu icon, and then select New. The New Multi-View Group window opens. Multi -iew group Enter a name for the new multi-view group, and then select OK. The group name appears in the Multi-View Groups field. In the Resource Selection/Order list, select the resources to be a part of this multi-view group. To change the list order of the resources, select a resource, and then select promote or demote to move the resource up or down. The selected resources appea

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

View Future Group Appointments for a Patient Group

The Appointments tab on the Patient Group window enables you to view future group appointments scheduled for the group. The tab is view only and changes cannot be made from this tab. Access Patient Groups. The Patient Group Search window opens. Search for a Patient Group. From the Matching Records section of the Patient Group Search window, select a group and then do one of the following: Select Open. Select Open Menu and select Open. Right-click and select Open. The Patient Group window opens. Select the Appointments tab. The Scheduled Group Appointments section lists future appointments for the group in ascending order by date and time. The following information displays for each appointment listed: Date/Time Event Resource Location To change the default sort by Date/Time, select a column header. The Show Next field defaults to 5. To view fewer or more future appointments for the group, enter a value between 1 and 25 and then select Refresh results. The tab refreshes and the Schedule

Create an On-the-FlyMulti-View Group

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