Before you begin
You must first remove the link between the existing person record and the appointment.
- In NextGen® Enterprise PM, select the Appt Book icon on the main toolbar.
The Appointment Book window opens.
- From Appointment Book, open the Edit Appointment window.
- Select open menu
, and then select Clear Patient from the menu.
A message appears for your confirmation to delete the person linked to the appointment.
- To remove the current person or patient from the appointment, select OK.
- Select open menu
, and then select Access Active Patient from the menu.
The active patient is linked to the existing appointment.