Override Scheduling Conflicts Without Security

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

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

Setup Access Rights for Group Scheduling

To work with patient groups, group appointments, and group encounters in NextGen® Enterprise PM and NextGen® Enterprise EHR, users must have security access rights in System Administrator. Access System Administrator. The NextGen System Administrator window opens. On the left, select to expand an enterprise and then a practice. Select a user group within the practice. Select the Rights tab. To enable users to add or modify Patient Groups in NextGen® Enterprise PM and NextGen® Enterprise EHR, do the following: Select to expand Operations, and then select Patient Group. In the Access Rights section, select Yes. To enable users to schedule Group Appointments in NextGen® Enterprise PM, do the following: Select to expand Modules, then expand Scheduling, and then select Appointments. In the Access Rights section, select Add. To enable users to create Group Encounters in NextGen® Enterprise PM and NextGen® Enterprise EHR, do the following: Select to expand Operations, then expand Encounters,

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

Help Guide for NextGen® Enterprise PM 8

Set Up Interval Overrides for an Event

Setting up an override for an event is when you add a duration time to an event that is different from the default duration time. Note: A duration time override for a resource cannot be less than the practice Default Time Interval, which is set on the Appt Scheduling Practice Preferences. For example, if the default time interval is 30 minutes, then you cannot set a resource duration time override for less than 30 minutes. However, if the default time interval changes, the duration time for the appointment reflects the default time interval, not the resource duration time override. Select the Admin > Scheduling Admin. Select the Events tab. The Events list opens. Double-click the applicable event. Note: The Interval column only displays when the Allow interval overrides check box is selected in the Appt Scheduling Practice Preferences. The Edit Event window opens. Select the Open Menu icon, and then select New. The Add Event/Resource Duration Override window opens. In the Resource fiel

System Administrator Help

Scheduling Operation

Subgroup Used in Description Appointment Book NextGen® Enterprise PM Enables users to access the Appointment Book, but not to schedule appointments. Appointment Book Multi-view NextGen® Enterprise PM Enables users to access the Multi-view tab within the Appointment Book. To access the Appointment Book, users must have access to this also. Appointment Search NextGen® Enterprise PM Enables users to access the Appt List toolbar button to search for scheduled appointments and to print batch fee tickets. Appointment Search Engine Updates NextGen® Enterprise PM Enables users to access the Scheduling Update program immediately after making modifications within Scheduling Administration. Note: You must also select the Prompt to defer scheduling admin changes until automated nightly processoption in Appointment Scheduling Practice Preferences. Default Appt Request/ Confirm Recipient NextGen® Enterprise PM Enables users to be included in a default address when attaching appointments to NextGen®

Override Scheduling Conflicts Without Security

Recommendations

Override Scheduling Conflicts with Security

Scheduling Conflicts

Setup Access Rights for Group Scheduling

Enable Interval Overrides for the Practice

Set Up Interval Overrides for an Event

Scheduling Operation

Override Scheduling Conflicts with Security

Scheduling Conflicts

Setup Access Rights for Group Scheduling

Enable Interval Overrides for the Practice

Set Up Interval Overrides for an Event

Scheduling Operation