Linking Appointments

Help Guide for NextGen® Enterprise PM 8

Modifying an Appointment

You can modify the following information for an existing appointment: Appointment details, such as date, time, event, resource, location, and so on. Change the patient linked to the appointment. Patient demographics information, such as address, phone numbers, and so on. Modify Appointment Details You can modify the appointment and reschedule if needed. Change the Patient Linked to an Appointment You can change the patient linked to the appointment. Update Patient Demographics from an Appointment You can update the patient demographics information for an existing patient. Parent topic: Appointment Scheduling

Help Guide for NextGen® Enterprise PM 8

Removing an Appointment

To remove an appointment from the schedule, you can either Cancel the appointment, or Delete the appointment. Both canceled and deleted appointments retain a record in the patient's chart and are available on reports. When you cancel an appointment, you are prompted to select an Appointment Cancellation Reason. This is useful for tracking the various reasons that appointments are canceled. When you cancel the appointment, it is removed from the schedule and the appointment status changes to canceled. When you delete an appointment, you are not prompted to select an Appointment Cancellation Reason. When you cancel the appointment, it is removed from the schedule. The appointment status does not change, but the appointment now has a deleted indicator. Cancel an Appointment You can cancel an appointment from the Appointment Book if the patient asks to cancel.You can cancel an appointment from the Appointment Lookup window for a patient.You can cancel an appointment from the Patient Chart

Help Guide for NextGen® Enterprise PM 8

Link Multiple Appointments

You can link the future appointments to the current appointment of the patient from the History tab of the Edit Appointment window. Open the Appointment Book window. Open an appointment to be linked to other appointments. The Edit Appointment window opens. Select the History tab. From the list of appointments, select the appointments to be linked to the current appointment. Select OK to save changes and close the window. Parent topic: Linking Appointments

Help Guide for NextGen® Enterprise PM 8

Unlink Appointments

You can unlink the future appointments that are linked to the patient's current appointment from the History tab of the Edit Appointment window. Open the Appointment Book window. Open an appointment that is linked to other appointments. The Edit Appointment window opens. Select the History tab. You can view the appointments linked to the current appointment. Clear the selection for the appointments to be unlinked from the current appointment. Select OK to save changes and close the window. Parent topic: Linking Appointments

Help Guide for NextGen® Enterprise PM 8

View Linked Appointments

You can view the linked appointments for a patient from the History tab of the Edit Appointment window. Open the Appointment Book window. Open an appointment that is linked to other appointments. The Edit Appointment window opens. Select the History tab. You can view the appointments linked to the current appointment. Select Cancel to close the window without making changes. Parent topic: Linking Appointments

Help Guide for NextGen® Enterprise PM 8

Cancel Multiple Appointments

When you cancel an appointment for a patient who has multiple appointments, either on the same day or future, you can cancel all appointments at the same time if needed. For example, if a patient has three appointments on the same day, you can cancel all three at the same time. Open the Appointment Book window. Select an appointment to be canceled. Do one of the following: Right-click the appointment and select Mark as Canceled. Open an appointment and select the Cancelled option on the Edit Appointment window. Note: A window opens asking the reason for cancellation of the appointment if you select the Track Cancellation reason option in the Appt Scheduling tab of the Practice Preferences window. From the list of reasons, select the reason for canceling the appointment. Select OK to save changes and close the window. If the patient has multiple appointments either on the same day or in the future, the Cancel Appointment window opens. Note: The Linked Appointments section displays a lis

Linking Appointments

Recommendations

Modifying an Appointment

Removing an Appointment

Link Multiple Appointments

Unlink Appointments

View Linked Appointments

Cancel Multiple Appointments

Modifying an Appointment

Removing an Appointment

Link Multiple Appointments

Unlink Appointments

View Linked Appointments

Cancel Multiple Appointments