Delete Linked Appointments

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

Delete an Appointment From Appointment Book

You can delete an appointment from the Appointment Book window: Open the Appointment Book window. Select the appointment to be deleted and do one of the following: A message appears asking to confirm if you want to delete the selected appointment. Select OK to delete the appointment. The appointment is removed from the schedule. The appointment status does not change but, the appointment now has a deleted indicator. Delete Linked Appointments When you delete an appointment for the patient, you can delete the linked appointments as well, if the patient has any. Delete Recurring Appointments When you delete an appointment that has a recurring series, you can delete the entire series or retain the occurrence as needed. Parent topic: Removing an Appointment

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

Confirm Multiple Appointments

When you confirm an appointment for a patient, if the patient has multiple appointments either on the same day or in the future with other appointments, a message appears asking you to confirm all the appointments at the same time. For example, a patient with three same day appointments with the nurse, doctor, and lab, can have all three confirmed at the same time. Open the Appointment Book window. Open an appointment to be confirmed. The Edit Appointment window opens. Select the Confirmed option. Select OK to save changes and close the window. If the patient has other on the same day or future appointments, the Confirm Appointment window opens. Note: Following are the options available on the Confirm Appointment window: The Linked Appointments section displays a list of appointments that are linked to the appointment that you confirmed. Note: This option is selected by default. The Unlinked Appointments section displays a list of appointments that are not linked to the appointment tha

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

Change the Patient Linked to an Appointment

You can remove the current patient linked to the appointment and link a new patient to the same event at the scheduled time. Select the appointment to change the linked patient, and double-click to open the Edit Appointment window. Select the open menu button next to the patient's name and select Clear Patient. A message appears asking you to confirm if you want to delete the linked patient. Select OK to remove the incorrect patient from the appointment. To add the correct patient to the appointment, select the open menu button and select Lookup. The People Lookup window opens. Do one of the following: To select an existing person or patient for the appointment, enter the appropriate search criteria and then select Find. Select New to add a person or patient for the appointment. Select OK to save changes and close the window. Parent topic: Modifying an Appointment

Delete Linked Appointments

Recommendations

Delete Recurring Appointments

Delete an Appointment From Appointment Book

Cancel Multiple Appointments

Confirm Multiple Appointments

Removing an Appointment

Change the Patient Linked to an Appointment

Delete Recurring Appointments

Delete an Appointment From Appointment Book

Cancel Multiple Appointments

Confirm Multiple Appointments

Removing an Appointment

Change the Patient Linked to an Appointment