Modify Enterprise Class

Help Guide for NextGen® Enterprise PM 8

Add Enterprise Class

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Enterprise Classes tab, select open menu and select New. The Add Enterprise Classes window opens. In Enterprise Classification field, enter the name of the enterprise class. In the Details field, enter the details of the enterprise class. Select open menu in the Add Enterprise Classes window. The Classes Selection window opens. Select the desired practice from the Practices drop down list. The Classes section displays a list of classes in the selected practice. Select the desired classes from the list, and select OK to include them in the enterprise class. The selected classes appear in the Member Classes column on the Add Enterprise Classes window. Search for member classes using the Search field. Select or clear the check box next to the member classes to include them in the enterprise class or remove them from the enterpris

Help Guide for NextGen® Enterprise PM 8

Delete Enterprise Class

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Enterprise Classes window, select the enterprise class that you want to delete. Select the open menu button, and then select Delete. A message appears asking you to confirm the deletion of the enterprise class. Select OK The enterprise class is removed from the Enterprise Classes window. Parent topic: Enterprise Class

Help Guide for NextGen® Enterprise PM 8

Print Enterprise Class

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Enterprise Class tab, select the enterprise class that you want to print. Select open menu , and select Print. The Enterprise Classification enhanced report opens. Note: The report has the Columns, Filter 2, Sort, and Totals options. On the report, select . The report is printed with the following details of the enterprise class. Enterprise Classification Details Member Class Practice Name Hidden PracticesNote: If there is a hidden practice in the enterprise class, the Hidden Practice column shows "Y" when you print the Enterprise Classification enhanced report. It is blank for all other practices. Note: Deleted enterprise classes are not displayed in the report. Parent topic: Enterprise Class

Help Guide for NextGen® Enterprise PM 8

Modify 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 enterprise event. Select the open menu button, and then select Edit. The Edit Enterprise Events window opens. To change the enterprise event name, enter the new name in Enterprise Event field. If the name already exists, a message appears stating that the event already exists. Add or remove member classes. If a practice is added or removed, the Edit Enterprise Events window displays only the member events that are accessible for that practice. Select OK. Parent topic: Enterprise Events

Help Guide for NextGen® Enterprise PM 8

Enterprise Class

The Enterprise Class tab lists all enterprise classes. The enterprise class has member classes that are mapped to the various practices that you have access to. On the Enterprise Classes tab, you can define a group of classifications for the resources across various practices for which you want to schedule appointments. In Enterprise Appointment Search Ahead window, you can search by a resource or by an enterprise class to find the first available time slot without logging in and out of practices. For example, if there is a class for General Consultation in Practice A and a class for Consultation in Practice B, in Enterprise Scheduling Administration window, you can define an Enterprise Class for Consultation and add both Practice A and Practice B as member classes and group them to find the available time slot for resources in practice A and practice B from Enterprise Appointment Search Ahead window. You can access the following options from the open menu or context menu: New: To crea

Help Guide for NextGen® Enterprise PM 8

Add or Modify a Class

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 Classes tab, and do one of the following: To add a class, select the open menu button, and select New. To modify an existing class, select the class in the list and select the open menu button and select Open. The Add Classification or Edit Classification window opens. In the Classification field, enter a descriptive name for the class. This is a mandatory field. In the Details field, enter any additional notes for the class. This field is not used anywhere else in the system and is for informational purposes only. Use the Add and Remove buttons to associate resources with the class. The Available Resources section on the left lists all existing resources. The Member R

Modify Enterprise Class

Recommendations

Add Enterprise Class

Delete Enterprise Class

Print Enterprise Class

Modify Enterprise Events

Enterprise Class

Add or Modify a Class

Add Enterprise Class

Delete Enterprise Class

Print Enterprise Class

Modify Enterprise Events

Enterprise Class

Add or Modify a Class