Mark an Appointment as Kept

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

Linking Appointments

You can link appointments together for a patient. This helps you to manage all the appointments for the patient as part of a group. For example, a patient may have three appointments on the same day at the same location with different resources. Linking appointments enables you to do the following: Confirm all linked appointments at the same time. Check-in all linked appointments at the same time. Create a single encounter for all linked appointments. Print a single fee ticket for all linked appointments. Cancel all linked appointments at the same time. Note: Appointments with the status of Expected, Pending, or No Show can be linked together. Link Multiple Appointments You can link multiple appointments to a patient’s current appointment. View Linked Appointments You can view the appointments that are linked to a patient's current appointment. Unlink Appointments You can unlink multiple appointments from the current appointment for a patient. Parent topic: Appointment Scheduling

Help Guide for NextGen® Enterprise PM 8

Reset Appointment Status from Kept to Expected

For example, if the reason for removing the encounter was because the appointment was checked-in in error, the appointment should have a status of Expected, not Kept. If the appointment status is not reset, the appointment continues to appear on the Kept Appointments with No Charges report. Access the Patient Chart. Select the Clinical History/Notes tab. From the Topics list on the left, select Appointments. From the Details section on the right, select the appointment whose status is to be changed. Right-click and select Open from the menu. The Edit Appointment window appears. Clear or uncheck, the Appointment Kept check box. To save changes and close the window, select OK. The appointment status changes from Kept to Expected. Parent topic: Delete Encounters

Help Guide for NextGen® Enterprise PM 8

Mark Individual Member Appointment as Kept on Group Checkin Window

When a patient arrives for a group appointment, you can mark their individual member appointments as Kept from the Group Checkin/Create Encounter window. This enables you to open a single group appointment and mark the arrived members as kept rather than opening individual appointment and marking them. The kept indicator helps you to distinguish between members who have arrived and group member who have not arrived. Select ApptBook on the main toolbar. From the Daily, Weekly List, Weekly Schedule or Multi-View view, select an individual appointment that was scheduled as part of a group appointment. Right-click and then select Checkin/Create Encounter > Group Appointment > Select Members. The Group Checkin/Create Encounter window opens. The Group Checkin/Create Encounter window displays all members of the Patient Group in alphabetical order. Note: A tool-tip appears when you hover over a member on the Group Checkin/Create Encounter window which displays patient information such as patie

Help Guide for NextGen® Enterprise PM 8

Quick Check In of Group Appointment

Using the group check in option on the right-click menu of the Appointment Book, you can mark arrived members as Kept and create a group encounter in short time. You can check in the group appointment for: All scheduled members Arrived members You can associate the existing group encounter to the individual member and the scheduled members through group check in option from the right-click menu on Appointment Book. You can do the following procedures using the group check in: Creating group encounter for all scheduled members Marking the individual member appointment as kept Creating group encounter for kept members Adding a member to the existing group encounter Keyboard Shortcuts in Group Checkin Windows You can navigate within the Group Checkin windows using the keyboard shortcuts to perform action on the window without using the cursor. Create a Quick Group Encounter for Scheduled Members You can create a group encounter for all scheduled members during the group check-in on Appoin

Help Guide for NextGen® Enterprise PM 8

Mark Individual Member Appointments in a Group Appointment as Kept

As patients arrive for a group appointment, you can open the group appointment and mark multiple member appointments as kept, rather than opening each appointment to mark them as kept. In addition, you can use the kept indicators within the group appointment to easily track which members have arrived and which ones have not. Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. Select the Group Check-in icon. The group modal window opens. Select the individual member(s) you would like to mark as kept and add to the group encounter. Select Add to Group Encounter. Each selected member's appointment will automatically be marked as kept and added to the group encounter Parent topic: Modify a Group Appointment

Mark an Appointment as Kept

Recommendations

Removing an Appointment

Linking Appointments

Reset Appointment Status from Kept to Expected

Mark Individual Member Appointment as Kept on Group Checkin Window

Quick Check In of Group Appointment

Mark Individual Member Appointments in a Group Appointment as Kept