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

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

Daily Templates - Sched Admin

On the Daily Templates tab, you create templates for resources whose appointment schedules can be accommodated with one or more daily templates. You can create separate daily templates for each resource, or can create a single daily template and apply it for multiple resources with the same schedule. After you create the daily templates, you can assign one or more daily templates to the calendar of each resource. After templates are assigned to the calendar, the templates are available for viewing and scheduling appointments for the resource in the Appointment Book window. Daily templates are created using Categories from Scheduling Administration window and Locations from 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. Existing daily templates are listed on the Daily Templates tab with the following information: Template:

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

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

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

Daily Templates - Sched Admin

Recommendations

Weekly Templates - Sched Admin

Copy a Template

Daily Templates - Sched Admin

Add or Modify a Daily Template

Weekly Templates - Sched Admin

Add or Modify a Daily Template

Daily Templates - Sched Admin

Weekly Templates - Sched Admin

Copy a Template

Daily Templates - Sched Admin

Add or Modify a Daily Template

Weekly Templates - Sched Admin

Add or Modify a Daily Template