Enterprise Events

Help Guide for NextGen® Enterprise PM 8

Enterprise Class

The Enterprise Class tab lists all enterprise classes. The enterprise class has member classes that are mapped to the various practices that you have access to. On the Enterprise Classes tab, you can define a group of classifications for the resources across various practices for which you want to schedule appointments. In Enterprise Appointment Search Ahead window, you can search by a resource or by an enterprise class to find the first available time slot without logging in and out of practices. For example, if there is a class for General Consultation in Practice A and a class for Consultation in Practice B, in Enterprise Scheduling Administration window, you can define an Enterprise Class for Consultation and add both Practice A and Practice B as member classes and group them to find the available time slot for resources in practice A and practice B from Enterprise Appointment Search Ahead window. You can access the following options from the open menu or context menu: New: To crea

Help Guide for NextGen® Enterprise PM 8

Service Location - Enterprise Scheduling Admin

The Service Locations tab lists the service locations in various practices. The service locations defined on this tab appear on the Enterprise Appointment Search Ahead window. Only those locations for which you can schedule an appointment, appear on the Service Locations tab. Note: The configuration of 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. You can view the following information on this tab. Service Location: Location name Practice: Practice name for the service location You can access the following options using the open menu or context menu. Open: To open the service location Print: To print a Service Location report Edit Service Locations You can add an existing service locations across various practices

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

Add Enterprise Events

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Enterprise Events tab, select the open menu button, and then select New. The Add Enterprise Events window opens. Enter the name of the enterprise event. Enter the details of the enterprise event. Select the open menu button in the Add Enterprise Events window. The Events Selection window opens. Select the desired practice from the Practices drop down list. The Events column displays the events for the selected practice. Select the desired events from the list, and select OK to include them in the enterprise event. The selected events appear in the Member Events column on the Add Enterprise Events window. Search for member events using the Search field. Select the check box next to the member events to include them in the enterprise event, or clear the check box to remove them from the enterprise event. Select OK. The enterpris

Help Guide for NextGen® Enterprise PM 8

Hide Enterprise Events

You can hide an enterprise event. The hidden enterprise event and the associated member events are no longer available for selection on the Enterprise Appointment Search Ahead window. In NextGen® Enterprise PM, select Scheduling Administration > > Enterprise Scheduling Administration. The > Enterprise Scheduling Administrationwindow opens. On the Enterprise Events tab, select the enterprise event. Select the open menu , and select Hide. A message appears to confirm if you want to hide the selected event. Select OK. The event is removed from the list of enterprise events. Parent topic: Enterprise Events

Help Guide for NextGen® Enterprise PM 8

Print Enterprise Events

In NextGen® Enterprise PM. select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Enterprise Events tab, select the enterprise event that you want to print. Select the open menu button, and then select Print. The Enterprise Events enhanced report opens. Note: The report has the Columns, Filter 2, Sort, and Totals options. On the report, select . The report is printed with the following details of the enterprise event. Enterprise Event Details Member Event Member Event Duration Practice Name Note: If there is any hidden event, it appears in the Hidden Event column. Parent topic: Enterprise Events

Enterprise Events

Recommendations

Enterprise Class

Service Location - Enterprise Scheduling Admin

Resources - Enterprise Scheduling Admin

Add Enterprise Events

Hide Enterprise Events

Print Enterprise Events

Enterprise Class

Service Location - Enterprise Scheduling Admin

Resources - Enterprise Scheduling Admin

Add Enterprise Events

Hide Enterprise Events

Print Enterprise Events