Daily Templates - Sched Admin

Help Guide for NextGen® Enterprise PM 8

Weekly Templates - Sched Admin

On the Weekly Templates tab, you create templates for resources whose appointment schedules can be accommodated with one or more weekly (Monday - Friday) templates. If needed, Saturday and Sunday can also be included in a weekly template. Separate weekly templates can be created for each resource, or a single weekly template can be created and used for multiple resources with the same schedule. After you create the weekly templates, you can assign one or more weekly templates to the calendar of each resource. After the templates are assigned to the calendar, the templates are available for viewing and scheduling appointments for the resource in the Appointment Book window. Weekly templates are created using Categories in Scheduling Administration window and Locations in File Maintenance window. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences, the Scheduling Administration window name changes to Practice Scheduling Administration. Existi

Help Guide for NextGen® Enterprise PM 8

Apply Templates to a Resource

After you create the templates, you can assign either Daily Templates or Weekly Templates to each resource, but you cannot assign both. The type of templates that can be assigned is determined by the Templates setting for the resource on the Add Resource or Edit Resource window. You can apply any of the following templates to a resource: Apply Weekly Templates Apply Daily Templates Apply Weekly Templates to a Resource You can assign a weekly template to a resource. Apply Daily Templates to a Resource You can assign daily template to a resource. Apply Multiple Templates to a Resource You can assign both weekly and daily template to a resource. Parent topic: Templates

Help Guide for NextGen® Enterprise PM 8

Copy a Template

You can copy an existing daily or weekly template when there is a need for two templates that are same or very similar. When a template is copied, all the information that is associated with the original template is copied to the new template, including time interval, categories, locations, and time slot overbooking allowances. You can then edit the new template as needed for a specific resource. For example, a resource's schedule is the same every week, but the resource is out of the office on alternate Friday afternoon. Copy the first template and then edit the second template to block out Friday afternoons. You can apply the two templates to the resource's calendar by applying each template for alternate week. Another example, Dr. Smith and Dr. Jones have the same schedule, but they work from different locations. Copy Dr. Smith's template and then modify the location on the second template for Dr. Jones. The two templates can then be assigned to the appropriate provider's calendar.

Help Guide for NextGen® Enterprise PM 8

Add or Modify a Daily Template

You can add a daily template or edit the existing daily template for a resource. 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 Daily Templates tab. Do one of the following: To add a daily template, select the open menu button, and select New. To modify an existing daily template, select the template in the list, select the open menu button, and select Open. The Add Template or Edit Template window opens. In the Template field, enter a name for the template. The name appears in the Appointment Book window at the top of the resource's schedule column in Weekly Schedule View and Multi-View. This is a mandatory field. In the Associated Color field, select the open record button. The Color window opens. Select a color

Help Guide for NextGen® Enterprise PM 8

Templates

Templates determine the basic structure of the appointment book in NextGen® Enterprise PM. You can create weekly and daily templates to define various schedules for a resource in the practice. Each template assigns event categories and locations to specific blocks of time. One or more templates are then assigned to a resource's calendar. Using the templates makes the appointment scheduling process much easier and reduces scheduling errors, conflicts, and overbooking of appointments. For example, if resource is not available in the office on Wednesday afternoons, you can create a template that automatically prevents anyone from scheduling office appointments for the resource on Wednesday afternoons. If you have a staff meeting every Tuesday at noon, you can include that in your scheduling templates. Weekly Templates - Sched Admin You can create templates for resources to schedule appointment for a week. Daily Templates - Sched Admin You can create templates for resources to schedule app

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

Daily Templates - Sched Admin

Recommendations

Weekly Templates - Sched Admin

Apply Templates to a Resource

Copy a Template

Add or Modify a Daily Template

Templates

Resources Tab - Sched Admin

Weekly Templates - Sched Admin

Apply Templates to a Resource

Copy a Template

Add or Modify a Daily Template

Templates

Resources Tab - Sched Admin