Open the Active Patient Records to Link New Appointments
In
NextGen® Enterprise PM
, select the
Appt Book
icon on the main toolbar.
The
Appointment Book
window opens.
From
Appointment Book
, open the
Add Appointment
window.
Select open menu
next to
First
, and then select
Access Active Patient
from the menu.
The active patient record is linked to the new appointment.
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Help Guide for NextGen® Enterprise PM 8
View Appointments for the Active Patient
In NextGen® Enterprise PM, open the Appointment Lookup window by doing one of the following: From the main toolbar, select the Appt List button. From the Tasks menu, select Lookup, and then Appointments. Appointment Lookup window Select the arrow next to Find, and then select Access Active Patient from the menu. The Appointment List section of the Appointment Lookup window displays appointments for the active patient. Parent topic: Opening the Active Patient Record
Help Guide for NextGen® Enterprise PM 8
Open the Active Patient Records to Link Existing Appointments
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. Parent topic: Opening the Active Patient Record
Help Guide for NextGen® Enterprise PM 8
Open Active Patient Records
In NextGen® Enterprise PM, do one of the following to open the Patient Lookup window: On the main toolbar, select Chart. From the Tasks menu, select Lookup > Charts. Patient Lookup Window Select the arrow next to Find, and then select Access Active Patient from the menu. The patient chart opens for the active patient. Parent topic: Opening the Active Patient Record
Help Guide for NextGen® Enterprise PM 8
Open the Active Patient Records for Making Payment Entries
In NextGen® Enterprise PM, open the Payment Entry window. For details on opening the Payment Entry window, go to NextGen Healthcare Success Community, and download the latest Transactions User Guide forNextGen®Enterprise PM. Select open menu next to Patient/MRN, and then select Access Active Patient from the menu. The active patient details and the patient's most recent encounter appear. Parent topic: Opening the Active Patient Record
Help Guide for NextGen® Enterprise PM 8
Open Active Person Records
In NextGen® Enterprise PM, open the People Lookup window using one of the following methods: On the main toolbar, select Chart. From the Tasks menu, select Lookup > Charts. Select the arrow next to Find and select Access Active Patient from the menu. The Update Patient Information window opens displaying details of the active person. Parent topic: Opening the Active Patient Record
Help Guide for NextGen® Enterprise PM 8
Open the Active Patient Records for Posting Charges
In NextGen® Enterprise PM, open the Charge Posting window. For details on how to open the Charge Posting window, go to NextGen Healthcare Success Community, and download the latest Billing and Collections User Guide forNextGen®Enterprise PM. Open the Charge Posting window. Select open menu next to Patient/MRN, and then select Access Active Patient from the menu. The active patient details and the patient's most recent encounter appear. Parent topic: Opening the Active Patient Record
next to First, and then select Access Active Patient from the menu.
The active patient record is linked to the new appointment.