Modifying an Appointment

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

Rescheduling an Appointment

You can reschedule an appointment in any of the following ways: Open and Edit: You can open the appointment from any view in the Appointment Book window, except the Monthly view tab, and edit the Date and Time fields on the Edit Appointment window. Note: This is not the recommended method for rescheduling appointments. Cut and Paste: From any view in the Appointment Book window, except the Monthly view tab. In the Appointment Book window select an appointment that you want to reschedule, right-click, and select cut. You can paste the appointment in a different time slot, and do the changes in the Edit Appointment window as needed. Note: This is the recommended method for rescheduling appointments. Drag and Drop: From the Daily or Weekly List view tab of the Appointment Book window, you can select the appointment and drag and drop it on a new timeslot to reschedule the appointment. Stretch: You can select at the bottom of an appointment and stretch it to extend the duration. Note: You c

Help Guide for NextGen® Enterprise PM 8

Add an Appointment

You can schedule an appointment for a resource at a particular time and date. Open NextGen® Enterprise PM. From the main toolbar, select the ApptBook button. The Appointment Book window opens. Note: For a better response time, open the Appointment Scheduling Preferences by selecting and then select Only show my preferred resources in the Resources tab. In the Daily, Weekly Schedule or Multi-View tabs, select a resource, a date, and a time slot to schedule an appointment. To add an appointment, do one of the following: From the Appointment Book toolbar, select the Add Appt button. Right-click the time slot and, select New from the menu. Double-click the time slot. The Add Appointment window opens. Enter the details for the mandatory fields in the Add Appointment window to schedule an appointment. To select and link a person or patient to the appointment, select the open menu button in the upper-right side of the Add Appointment window and select one of the following: Access Active Patie

Help Guide for NextGen® Enterprise PM 8

View Existing Appointments for a Patient

You can view existing appointments for a patient from the following locations in NextGen® Enterprise PM: Appointment Lookup window. Add Appointment and Edit Appointment window Patient Information Bar in the Patient Chart. Clinical History/Notes tab in the Patient Chart. View Existing Appointments from Appointment Lookup View Existing Appointments from Add or Edit Appointment View Existing Appointments from Patient Chart You can view existing appointments for a patient from the Patient Chart window. 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

Update Patient Demographics from an Appointment

You can update or change the patient demographics information even after scheduling the appointment from the Edit Appointment window. Select the appointment to update the patient information, and double-click to open the Edit Appointment window. Select the open menu button next to the patient's name and select Lookup. The Update Patient Information window opens. Update the patient demographics information as needed. Select OK to save changes and close the window. The Edit Appointment window reopens. Select OK to save changes and close the window. Parent topic: Modifying an Appointment

Modifying an Appointment

Recommendations

Linking Appointments

Rescheduling an Appointment

Add an Appointment

View Existing Appointments for a Patient

Removing an Appointment

Update Patient Demographics from an Appointment

Linking Appointments

Rescheduling an Appointment

Add an Appointment

View Existing Appointments for a Patient

Removing an Appointment

Update Patient Demographics from an Appointment