Enterprise Scheduling Administration

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

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

About NextGen® Enterprise PM

NextGen® Enterprise PM automates and streamlines the administrative and billing functions of a practice. With NextGen® Enterprise PM, your practice can increase efficiency and improve office visit and billing workflows. The NextGen® Enterprise PM application system enables you to capture patient demographics, manage charge capture, perform billing, generate reports, check insurance eligibility, and schedule appointments. NextGen® Enterprise PM fully integrates with NextGen® Enterprise EHR to let your practice schedule appointments, document office visits, and bill for your services, all in one place. Key features of NextGen® Enterprise PM include the following: Appointment management and scheduling Billing and statements management NextGen® Background Business Processor to automate common procedures, such as claims generation, running reports, and printing statements Worklog and task assignment Claims management Cost estimation for a service Viewing the Desktop Layout The different com

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

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

Enterprise Scheduling Administration

Recommendations

Scheduling Administration

Enterprise Scheduling Administration

Scheduling Administration

About NextGen® Enterprise PM

Service Location - Enterprise Scheduling Admin

Add Enterprise Events

Enterprise Scheduling Administration

Scheduling Administration

Enterprise Scheduling Administration

Scheduling Administration

About NextGen® Enterprise PM

Service Location - Enterprise Scheduling Admin

Add Enterprise Events