Delete an Appointment From Appointment Book

Help Guide for NextGen® Enterprise PM 8

Cancel Multiple Appointments

When you cancel an appointment for a patient who has multiple appointments, either on the same day or future, you can cancel all appointments at the same time if needed. For example, if a patient has three appointments on the same day, you can cancel all three at the same time. Open the Appointment Book window. Select an appointment to be canceled. Do one of the following: Right-click the appointment and select Mark as Canceled. Open an appointment and select the Cancelled option on the Edit Appointment window. Note: A window opens asking the reason for cancellation of the appointment if you select the Track Cancellation reason option in the Appt Scheduling tab of the Practice Preferences window. From the list of reasons, select the reason for canceling the appointment. Select OK to save changes and close the window. If the patient has multiple appointments either on the same day or in the future, the Cancel Appointment window opens. Note: The Linked Appointments section displays a lis

Help Guide for NextGen® Enterprise PM 8

Delete Linked Appointments

When you delete an appointment for a patient, if there are multiple appointments on the same day or in the future, you can select the linked appointments from the Delete Appointment window if you want to delete them as well. Open the Appointment Book window. Select an appointment to be deleted that is also linked to other appointments. Do one of the following: Right-click the appointment and select Delete. Select the appointment and select the Delete Appt button on the Appointment Book toolbar. Open the appointment and select the Delete button on the Edit Appointment window. The Delete Appointment window opens. In the Linked Appointments section, do the following: Select the linked appointments that you want to delete. Clear the selection for the linked appointments that you do not want to delete. In the Delete Options section, clear the selection for the Delete All Linked Appointments option if you do not want to delete all the linked appointments. Note: This option is selected by def

Help Guide for NextGen® Enterprise PM 8

Delete Recurring Appointments

When you delete an appointment that is part of a recurring series, you can select the other recurring occurrences in the series from the Delete Appointment window if you want to delete them as well. Open the Appointment Book window. Select an appointment to be deleted that is part of a recurring series of appointments. Do one of the following: Right-click the appointment and select Delete. Select the appointment and select the Delete Appt button on the Appointment Book toolbar. Open the appointment and select the Delete button on the Edit Appointment window. The Delete Appointment window opens. In the Recurring Appt Dates section, do the following: Select the recurring occurrence that must be deleted. Clear the selection for the recurring occurrence that you do not to delete. In the Delete Options section, clear the selection for the Delete All Recurring Instances option if you do not want to delete all the linked appointments. Note: This option is selected by default. Select OK to sav

Help Guide for NextGen® Enterprise PM 8

Removing an Appointment

To remove an appointment from the schedule, you can either Cancel the appointment, or Delete the appointment. Both canceled and deleted appointments retain a record in the patient's chart and are available on reports. When you cancel an appointment, you are prompted to select an Appointment Cancellation Reason. This is useful for tracking the various reasons that appointments are canceled. When you cancel the appointment, it is removed from the schedule and the appointment status changes to canceled. When you delete an appointment, you are not prompted to select an Appointment Cancellation Reason. When you cancel the appointment, it is removed from the schedule. The appointment status does not change, but the appointment now has a deleted indicator. Cancel an Appointment You can cancel an appointment from the Appointment Book if the patient asks to cancel.You can cancel an appointment from the Appointment Lookup window for a patient.You can cancel an appointment from the Patient Chart

Help Guide for NextGen® Enterprise PM 8

Remove Encounter to be Deleted from an Appointment

Access the Patient Chart. Select the Clinical History/Notes tab. From the Topics list on the left, select Appointments. From the Details section on the right, select the appointment linked to the encounter to be deleted. Right-click and select Open from the menu. The Edit Appointment window appears. On the right side of the Encounter Number and Date fields, select the Open Menu button and select Clear Encounter. A prompt appears asking to confirm if you want to delete the encounter link to the appointment. To remove the encounter, select OK. To save changes and close the window, select OK. The encounter is cleared from the appointment. Parent topic: Delete Encounters

Help Guide for NextGen® Enterprise PM 8

Unlink Appointments

You can unlink the future appointments that are linked to the patient's current appointment from the History tab of the Edit Appointment window. Open the Appointment Book window. Open an appointment that is linked to other appointments. The Edit Appointment window opens. Select the History tab. You can view the appointments linked to the current appointment. Clear the selection for the appointments to be unlinked from the current appointment. Select OK to save changes and close the window. Parent topic: Linking Appointments

Delete an Appointment From Appointment Book

Recommendations

Cancel Multiple Appointments

Delete Linked Appointments

Delete Recurring Appointments

Removing an Appointment

Remove Encounter to be Deleted from an Appointment

Unlink Appointments

Cancel Multiple Appointments

Delete Linked Appointments

Delete Recurring Appointments

Removing an Appointment

Remove Encounter to be Deleted from an Appointment

Unlink Appointments