Edit Resource - Enterprise Scheduling Admin
In
NextGen® Enterprise PM
, select
Scheduling Administration > Enterprise Scheduling Administration
.
The
Enterprise Scheduling Administration
window opens.
On the
Resources
tab, select the open menu
button and select
Open
.
The
Resources Selection
window opens.
In the
Practices
list, select a practice.
The resources from the selected practice appear in the
Resources
column.
Note:
The
Practices
list, displays only the practices that the current enterprise user has access to.
To add a resource to the list of resources in the
Resource
tab, select the resource, and select
OK
.
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Help Guide for NextGen® Enterprise PM 8
Print Resource - Enterprise Scheduling Admin
In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Resources tab, select the resource that you want to print. Select the open menu button, and select Print. The Resources enhanced report opens. Note: The report has the Columns, Filter 2, Sort, and Totals options. On the report, select . The Resources enhanced report is printed with the details of the resources. Resource Name Resource Type Details Practice Name Hidden ResourcesNote: If there is a hidden resource, the Hidden Resources column shows "Y" when you print the Resources enhanced report . It is blank for all other resources. Parent topic: Resources - Enterprise Scheduling Admin
Help Guide for NextGen® Enterprise PM 8
Resources - Enterprise Scheduling Admin
The Resources tab on the Enterprise Scheduling Administration window lists the various resources like people, places, and things that you need while scheduling an appointment using the Enterprise Appointment Search Ahead window. Note: The configuration of Classes, Resources, Member Events, and Service Locations that are defined on the Enterprise Scheduling Administration window is shown in the available slots on the Enterprise Appointment Search Ahead window. If any of these configurations are missed, then you cannot see the slots on the Enterprise Appointment Search Ahead window. The Resource tab has the following information. Resource: Enterprise resource name. Type: Type of resource (person, place, or thing). Interval: Time interval defined for the resource. Note: The Interval column appears only when the Allow interval overrides check box is selected in Practice Preferences > Appt Scheduling. Template: Type of template used for the resource (Weekly or Daily). Max Template Date: Las
Help Guide for NextGen® Enterprise PM 8
View Hidden Resources
Hidden resources do not display on the Resources tab in Scheduling Administration window. However, you can select to display hidden resources, if needed. 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 Resources tab. Select the Include Hidden Items check box. The hidden resources appear in the list with a Hide icon on the left. To remove hidden resources from the view, clear the selection for the Include Hidden Items option. Hidden resources are removed from the list. Parent topic: Resources Tab - Sched Admin
Help Guide for NextGen® Enterprise PM 8
Enterprise Scheduling Administration
In NextGen® Enterprise PM, Enterprise Scheduling Administration is available if you have access to more than one practice for which the Enable Enterprise Scheduling Administration practice preference is enabled and Enterprise Scheduling Administration permission in System Administration is set to Yes. You can open Enterprise Scheduling Administration in the following ways. By selecting Admin> Scheduling Admin> Enterprise. By selecting the icon in Appointment Book. The Enterprise Scheduling Administration window has the following tabs: Enterprise Class Resources Enterprise Events Service Locations Enterprise Class You can view, add, edit, and delete enterprise classes, and print an enterprise class listing report. Resources - Enterprise Scheduling Admin You can view the resources from all the practices to which you have access and for which Enterprise Appointment Scheduling is enabled. Enterprise Events You can define and view events across different practices. Service Location - Enterp
Help Guide for NextGen® Enterprise PM 8
Scheduling Administration
Scheduling Administration is an important function in NextGen® Enterprise PM. The Scheduling Administration creates the Appointment Book window and helps you schedule appointments for patients in a practice. 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 tabs are available in the Scheduling Administration window: Classes Resources Events Event Chains Categories Weekly Templates Daily Templates For scheduling appointments on the practice level using the Appointment Search Ahead window, you must complete the configuration for the practice in Practice Scheduling Administration for each practice. For searching an appointment at the enterprise level from the Enterprise Appointment Search Ahead window, you must complete the configuration for the practices of an enterprise both in Practice Scheduling Administration and E
Help Guide for NextGen® Enterprise PM 8
Hide a Resource
If you hide a resource for a practice, then the resource is no longer available for selection in NextGen® Enterprise PM. For example, a provider has left the practice and therefore appointments should no longer be scheduled for that resource. If a resource is hidden, all existing appointments for the resource are retained. Therefore, they remain in a patient’s appointment history and are still available for appointment reports in NextGen® Enterprise PM. 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 Resources tab. From the list, select the resource to be hidden. Right-click and select Hide. A message appears asking you to confirm if you want to hide the resource. Select Yes to hide the resource. The resource is rem
button and select Open.
The Resources Selection window opens.