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Help Guide for NextGen® Enterprise PM 8
On the Events tab, you define the various types of appointments that will be scheduled for patients in the practice. Note: When you select the Enable Enterprise Appointment Scheduling option in the Practice Preferences window, the Scheduling Administration window name changes to Practice Scheduling Administration. Existing events are listed on the tab with the following information: Event: Name of the event. Short: Short description for the event (1 - 3 characters). Duration: Default duration for the event, in minutes. Color: Background color defined for the event. The following options are available from the open menu button, or the right-click menu: New: To create a new event. Open: To open an existing event. Hide: To hide or unhide an existing event. Print: To print an Event Listing report. Add or Modify an Event You can add events or modify an existing event. Assign Colors to an Event You can assign background and foreground colors to an event. Hide an Event You can hide an event fEvents Tab - Sched Admin
Help Guide for NextGen® Enterprise PM 8
On the Resources tab, you define people, places, and things for which appointments are scheduled. Existing resources are listed on the tab with the following information: Resource: Name of the resource. Type: Type of resource (Person, Place or Thing). Interval: Time interval defined for the resource. Template: Type of template used for the resource (weekly or daily). Max Template Date: The last date to which a template is applied for the resource. Provider Subgrouping 1 and 2: Provider subgroupings for the resource, if defined in the Providers master file. Note: The Interval column appears only when the Allow interval overrides check box is selected in the Appt Scheduling tab of the Practice Preferences window. 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 options are available from the open menu button or the riResources Tab - Sched Admin
Help Guide for NextGen® Enterprise PM 8
On the Categories tab, you define groupings of events, or appointment types. You can use the categories while creating weekly and daily templates for resources. Each category is mapped to a specific time slot within a template, restricting the types of events that you can schedule appointments for the specified times. You can define color for each category and it displays in the Appointment Book window when you schedule an appointment. The color provides users at-a-glance guidance as to where certain type of appointments can be scheduled. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences, the Scheduling Administration window name changes to Practice Scheduling Administration. Existing categories are listed on the Categories tab with the following information: Category: Name of the category. Color: Background color defined for the category. The following options are available from the open menu button, or the right-click menu: New: To creaCategories Tab - Sched Admin
Help Guide for NextGen® Enterprise PM 8
On the Classes tab, you define classifications or groupings for the resources that you schedule appointments for in your practice. Classes can be used to search for an open time slot within a group of similar resources. When using the appointment search ahead function to find an available time slot, you can search using an individual resource or a class of resources. Searching by class is useful when you need to scan through the schedules of multiple resources to find the first available appointment. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences, the Scheduling Administration window name changes to Practice Scheduling Administration. Existing classes are listed on the Classes tab with the following information: Classification: The name of the class. The following options are available from the open menu button, or the right-click menu: New: To create a classification. Open: To open a classification. Delete: To delete a classification.Classes Tab - Practice Scheduling Admin
Help Guide for NextGen® Enterprise PM 8
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 Event Chains tab. Do one of the following: To add a event chain, select the open menu button, and select New. To modify an existing event chain, select the event chain in the list, select the open menu button, and select Open. The Add Event Chain or Edit Event Chain window opens. In the Event Chain field, enter a name for the event chain. The name appears in the Event Chain field on the Add Appointment or Edit Appointment window when you schedule appointment for the event chain. This is a mandatory field. In the Short field, enter a 1 - 3 character description for the event chain. In the Details field, enter any additional notes for the event chain. The notes appear inAdd or Modify an Event Chain
Help Guide for NextGen® Enterprise PM 8
In NextGen® Enterprise PM, select Admin > Scheduling Administration. 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. On the Event Chains tab, select the event chain that you want to print. Select open menu , and select Print. The NextGen Report Filter: Event Chain Listing window opens. Note: The report has the following options: Columns Filter 2 Sort Totals On the report, select OK. The Event Chain Listing report opens with the following details of the event chain: Event Chain Short Description SEQ (sequence) Details Member Events Parent topic: Event Chains Tab - Sched Admin