Patient Tab

Help Guide for NextGen® Enterprise PM 8

Insurance/Diagnosis Tab

The Insurance/Diagnosis tab on the Add/Edit Appointment window displays insurance and ICD information for the patient. The Appointment Insurance section displays insurances linked to the appointment. Authorizations and/or referrals numbers are listed below each insurance, if applicable. The ICD-CM section displays a listing of ICD codes linked to the current open appointment, if applicable. Add or Modify an Insurance Authorization Add or Modify an Insurance Referral Parent topic: Appointment Information

Help Guide for NextGen® Enterprise PM 8

History Tab

The History tab on the Add/Edit Appointment window displays a history of all past, present and future appointments for the patient. Confirmed, deleted, retained, and reschedule indicators display for each appointment listed. Users can resize and rearrange the columns to suit their preferences. Users can also sort by each column by selecting the column header, with the exception of the indicator columns. Select the check box for multiple appointments and then select OK to link those appointments together. This can be helpful when canceling multiple appointments for a single patient. Canceling one of the linked appointments prompts the user to cancel the remaining linked appointments. Parent topic: Appointment Information

Help Guide for NextGen® Enterprise PM 8

Tasks/Providers Tab

The Tasks/Providers tab on the Add/Edit Appointment window displays a listing of all worklog tasks associated to the patient in the top section labeled Tasks. From the right-click menu in this section, new tasks can be created and existing tasks can be modified, deleted or hidden. A list of preferred providers associated to the patient displays in the bottom section labeled Patient Providers. This section is view only. Providers can be entered on the Add/Modify Patient Information > Provider tab if the tab has been enabled in Practice Preferences > Providers. Parent topic: Appointment Information

Help Guide for NextGen® Enterprise PM 8

Appointment Information

This section provides additional information about the Add/Edit Appointment window. Patient Tab History Tab Recall/Waitlist Tab UDF Tab Insurance/Diagnosis Tab You can manage patient insurance and diagnosis details in the appointment window for streamlined administration. Tasks/Providers Tab Note Tab Marketing Tab Guidelines Tab Reminders Tab Parent topic: Appointments

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

Help Guide for NextGen® Enterprise PM 8

View Existing Appointments from Add or Edit Appointment

You can view existing appointments for a patient from the Add Appointment or Edit Appointment window. Open the Add Appointment or Edit Appointment window for the patient. Select the History tab. The existing appointments for the patient appears. Parent topic: View Existing Appointments for a Patient

Patient Tab

Recommendations

Insurance/Diagnosis Tab

History Tab

Tasks/Providers Tab

Appointment Information

Update Patient Demographics from an Appointment

View Existing Appointments from Add or Edit Appointment