Daily View

Help Guide for NextGen® Enterprise PM 8

Weekly Schedule View

The Weekly Schedule view displays the appointment schedule of a resource for a week (Monday - Sunday). This view displays the appointments that are already scheduled on the selected week for the selected resource. You can use the Next Week and Previous Week buttons on the toolbar to move the calendar from one week to another. You can select the Change Resources button on the toolbar to change the resource and view the appointment schedule for the selected resource. Following are the features of the Weekly Schedule view: Each column represents one day. Columns can be resized. You must scroll to the left to view the schedules for Sunday and to the right for Saturday. The color assigned to each time slot indicates the applied category. The color displayed to the right of each time slot indicates the assigned location. Note: If there is only one location for a practice, the location column does not appear. The scheduled appointments display the patient's name from the Description field on

Help Guide for NextGen® Enterprise PM 8

Weekly List View

The Weekly List view displays the appointment schedule of a resource for a week (Monday - Sunday). This view displays the appointments that are already scheduled for the selected week and resource. You can use the Next Week and Previous Week buttons on the toolbar to move the calendar from one week to another. You can select the Change Resources button on the toolbar to change the resource and view the appointment schedule for the selected resource. Following are the features of the Weekly List view: Each day of the week is represented in a block format. Scheduled appointments for a day are listed within each daily block. The colors indicating the category and location assigned to each time slot do not appear. The scheduled appointments display the patient's name from the Description field on the Add Appointment or Edit Appointment window, and the 1-3 character short description for the scheduled event. An icon corresponding to the birth sex selected for the patient on the Update Patie

Help Guide for NextGen® Enterprise PM 8

Person or Patient Information Settings for Adding Appointment

The following table describes the fields that are available in the Patient tab of the Add Appointment window. Note: The information for these fields are filled in from the Add Patient Information or Update Patient Information window. Field Description Last Last Name of the patient. First First Name of the patient. Middle Middle Initial of the patient. Birth Date Birth Date of the patient. Age Age of the patient. Sex Sex of the patient. Linked This option is automatically selected, indicating a person or patient record is linked to the appointment. Patient Portal A patient portal enrollment status icon indicates the patient's current NextGen® PxP Portal status. A different icon displays for each status, such as not enrolled, pending, and completed. For more information, go to the NextGen Healthcare Success Community and download the NextGen® PxP Portal Provider Guide for NextGen Enterprise PM. Address Billing Address of the patient. City, State, Zip City, State, and Zip code of the pati

File Maintenance Help for NextGen® Enterprise 8

The Daily View Tab

You can select which fields display in the Daily View of the Appointment Book. Each item is put on a separate line, so unless you have an appointment that spans four appointment times, you might not be able to view all four data items. Select the check box next to each appointment item to select it; selected items display an X in their check box. These items display in your Daily View appointment dialog box underneath the appointment description for each appointment. To set the display order of the items, highlight one, and then select or to move it up or down. You can arrange the display order of resources in NextGen Enterprise PM so that the ones used frequently by appointment schedulers display at the top of the resource list. The resource list displays on the following windows: Appointment Lookup Appointment Search Ahead Patient Wait List Item Process Wait List Recall Plan Maintenance Recall Plans Appointment Reminders Parent topic: Default User Prefs - Scheduling

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

NextGen® Enterprise EHR Help

Appointments

The Appointments tab of the Workflow module provides access to the daily appointments of the patients for multiple providers in NextGen® Enterprise EHR. Appointments show for the selected date on the calendar. The calendar defaults to the current date. Hovering your mouse over a date on the calendar displays information about appointments scheduled for that day. Hovering your mouse over the Appointments button in the Demographics section enables you to view the list of the appointments for the selected patient or task. Appointment information includes the appointment time, room, patient name, subject, reason, status, provider or resource name, and wait time. You may select a specific view to view patient appointments by: Daily Multi-View Timeline Right-clicking an appointment provides the same options as the buttons displayed on the toolbar. You can either select an appointment and select the required button on the toolbar, or right-click an appointment and select a required option. Ap

Daily View

Recommendations

Weekly Schedule View

Weekly List View

Person or Patient Information Settings for Adding Appointment

The Daily View Tab

Add an Appointment

Appointments

Weekly Schedule View

Weekly List View

Person or Patient Information Settings for Adding Appointment

The Daily View Tab

Add an Appointment

Appointments