First Third Available Report

Help Guide for NextGen® Enterprise PM 8

Appointments Listing Report

This listing report can be pulled daily to show who is scheduled, who needs to be confirmed, and what medical records to pull. It is sorted by resource name, appointment time, beginning time, and event. The only total is a count of appointments for each resource. You can run the Daily Appointments Listing report prior to the patients coming in to the office. This enables you to look at the patients' qualifying authorizations and referrals. From the Report Filter: Appointments Listing under Filter 1 you can set the conditions for the data that you want to print on the Appointments Listing report by setting the Appt Statuses field as Cancelled, Expected, Kept, No Show, or Pending. To list appointments of all statuses, select <none> from the drop down box or leave the Appt Statuses field blank. The options are also available to display only, exclude, or include all statuses of Confirmed, Deleted, Rescheduled, and Retained appointments. The application also provides the option to show the

Help Guide for NextGen® Enterprise PM 8

Run the First Third Available Appointment Report

The First Third Available Appointment report has columns and filters that you can use to customize the report data and format. CAUTION: Running the First Third Available Appointment report puts a heavy strain on the database and could reduce the responsiveness in NextGen® Enterprise PM. NextGen Healthcare recommends that you run this report after business hours. Select the Reports > Scheduling > First Third Available. The report filter for the First Third Available Appointment report appears. Select the columns that you want to display in the report. Select Events in the Settings list and then select the Open Record button to access the Events window. Use the blue arrow buttons to move the resources from the Available to the Included list and then select OK. Select Resources in the Settings list and then select the Open Record button to access the Resources window. Use the blue arrow buttons to move the events from the Available to the Included list and then select OK. Select the Locat

Help Guide for NextGen® Enterprise PM 8

First Third Available Report Columns

The following columns are available on the First Third Available report: Column Name Description Data Populates From Res Name Resource Name The resource for which you want to look up first third available appointments. Location SubGrp1 Location SubGroup1 Optional user-defined report filter that is set up in Enterprise Preferences, on the General tab. Location SubGrp2 Location SubGroup2 Optional user-defined report filter that is set up in Enterprise Preferences, on the General tab. Loc Name Service Location Name Add Appointment Event Event Add Appointment Appt Dt Appointment Date The date of the selected appointment. 3rd Avail Third Available days The number of calendar days until the third available appointment slot is open. Parent topic: First Third Available Report

Help Guide for NextGen® Enterprise PM 8

Scheduling Reports

The Scheduling reports category includes various reports that you can use to review appointment information for patients in your practice. The reports can help you monitor and manage appointments and assist with your internal scheduling processes in NextGen® Enterprise PM. The following reports are available from the Reports > Scheduling menu: Appointments Listing Daily Appointments Day Timer First Third Available Kept Appointments w/ No Charges Multi Resource Statistical Analysis of Appointments Wait List Appointments Listing Report Daily Appointments Report Day Timer Report First Third Available Report Kept Appointments with No Charges Report The Kept Appointments with No Charges report shows patients that kept an appointment but had no charges entered. Multi Resource Report Statistical Analysis of Appointments Report Wait List Report Parent topic: System Generated Reports

Help Guide for NextGen® Enterprise PM 8

Viewing First Third Available Appointment Report Results

The First Third Available Appointment report shows the number of calendar days until the next third available appointment slot is open - regardless of what day the opening occurs. In the following example, the report displays the next third available appointments for Dr. Smith at the Northside Center. It displays the event, appointment date, and the number of days a patient must wait before they can see Dr. Smith for a new patient pediatric appointment. The days are calculated on calendar days and do not differentiate between weekends or holidays. The next third available new patient pediatric appointment for Dr. Smith is in 28 calendar days. You can use the report results to determine if you need to hire additional provider types or buy additional equipment. If, on average, it takes a patient a month to get in to see a specialist, maybe the practice should hire another one. If it takes five days before a patient can be scheduled for an echocardiogram, the practice may need another pie

Help Guide for NextGen® Enterprise PM 8

Enable Interval Overrides for the Practice

The Appointment Scheduling Practice Preferences enable you to set options and default information for the appointment book for your practice and all related service locations. You can also enable interval overrides for the practice. CAUTION: If the interval overrides is enabled and you later want to disable it, changing the resource's time interval deletes all scheduling data currently in place for the resource. This includes: member classes, appointment conflict checking data, appointment search ahead data, appointment wait lists, default resource assignments, event duration overrides, template assignments, and template exceptions. Select the Admin > Preferences > Practice. Select Appt Scheduling in the Preferences List. The Appt Scheduling Practice Preferences opens. Select the Allow interval overrides check box to enable time interval overrides at the resource, template, and event levels. Note: This check box overrides the practice level default interval, which is set in the Default

First Third Available Report

Recommendations

Appointments Listing Report

Run the First Third Available Appointment Report

First Third Available Report Columns

Scheduling Reports

Viewing First Third Available Appointment Report Results

Enable Interval Overrides for the Practice

First Third Available Report

Appointments Listing Report

Run the First Third Available Appointment Report

First Third Available Report Columns

Scheduling Reports

Viewing First Third Available Appointment Report Results

Enable Interval Overrides for the Practice