Override Scheduling Conflicts with Security

Help Guide for NextGen® Enterprise PM 8

Override Scheduling Conflicts Without Security

In System Administrator, if you set the security access rights for the Override Appointment Conflicts and Override Category Conflicts options to No, and set the security access rights for the Override Conflict with Login option to Yes, an Override button appears on the Scheduling Conflicts window. You can select the Override button to enable another user to log on and override the conflicts and complete the appointment. In the Appointment Book window, schedule an appointment in a timeslot that is already booked (appointment conflict), or in a timeslot where the selected event is not compatible (category conflict). Select OK to save the appointment. The Scheduling Conflicts window opens. Select Override to override the conflict. The Appointment Override Conflict window opens. Enter the Username and Password, and then select OK. Note: The user must have the security access rights to override the appointment and category conflicts. The conflict is overridden and the appointment is schedul

Help Guide for NextGen® Enterprise PM 8

Scheduling Conflicts

Note: The Scheduling Conflicts window opens, if you select the Check for conflicting appointments and Check for conflicting categories options in the Appt Scheduling tab of the Practice Preferences window. The Scheduling Conflicts window opens in the following scenarios: Appointment Conflict: When you try to schedule an appointment in a timeslot that is already booked, the Scheduling Conflicts window opens with a warning message with the conflict details. Category Conflict: If the selected category is not compatible with the event. Override Scheduling Conflicts with Security You can set the security rights to override the conflicts while scheduling an appointment. Override Scheduling Conflicts Without Security You can override the conflicts while scheduling an appointment and book an appointment without setting the security rights. Parent topic: Appointment Scheduling

Help Guide for NextGen® Enterprise PM 8

Override Scheduling Conflicts with Security

In System Administrator, if you set the security access rights for the Override Appointment Conflicts and Override Category Conflicts options to Yes, then the OK button appears on the Scheduling Conflicts window. You can select the OK button to override the conflicts and complete the appointment. In the Appointment Book window, schedule an appointment in a timeslot that is already booked (appointment conflict), or in a timeslot where the selected event is not compatible (category conflict). Select OK to save the appointment. The Scheduling Conflicts window opens. Select OK to override the conflict. The conflict is overridden and the appointment is scheduled. Parent topic: Scheduling Conflicts

Help Guide for NextGen® Enterprise PM 8

Override Scheduling Conflicts Without Security

In System Administrator, if you set the security access rights for the Override Appointment Conflicts and Override Category Conflicts options to No, and set the security access rights for the Override Conflict with Login option to Yes, an Override button appears on the Scheduling Conflicts window. You can select the Override button to enable another user to log on and override the conflicts and complete the appointment. In the Appointment Book window, schedule an appointment in a timeslot that is already booked (appointment conflict), or in a timeslot where the selected event is not compatible (category conflict). Select OK to save the appointment. The Scheduling Conflicts window opens. Select Override to override the conflict. The Appointment Override Conflict window opens. Enter the Username and Password, and then select OK. Note: The user must have the security access rights to override the appointment and category conflicts. The conflict is overridden and the appointment is schedul

Help Guide for NextGen® Enterprise PM 8

Scheduling Conflicts

Note: The Scheduling Conflicts window opens, if you select the Check for conflicting appointments and Check for conflicting categories options in the Appt Scheduling tab of the Practice Preferences window. The Scheduling Conflicts window opens in the following scenarios: Appointment Conflict: When you try to schedule an appointment in a timeslot that is already booked, the Scheduling Conflicts window opens with a warning message with the conflict details. Category Conflict: If the selected category is not compatible with the event. Override Scheduling Conflicts with Security You can set the security rights to override the conflicts while scheduling an appointment. Override Scheduling Conflicts Without Security You can override the conflicts while scheduling an appointment and book an appointment without setting the security rights. Parent topic: Appointment Scheduling

Help Guide for NextGen® Enterprise PM 8

Enable Interval Overrides for the Practice

The Appointment Scheduling Practice Preferences enable you to set options and default information for the appointment book for your practice and all related service locations. You can also enable interval overrides for the practice. CAUTION: If the interval overrides is enabled and you later want to disable it, changing the resource's time interval deletes all scheduling data currently in place for the resource. This includes: member classes, appointment conflict checking data, appointment search ahead data, appointment wait lists, default resource assignments, event duration overrides, template assignments, and template exceptions. Select the Admin > Preferences > Practice. Select Appt Scheduling in the Preferences List. The Appt Scheduling Practice Preferences opens. Select the Allow interval overrides check box to enable time interval overrides at the resource, template, and event levels. Note: This check box overrides the practice level default interval, which is set in the Default

Override Scheduling Conflicts with Security

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