Print a Class

Help Guide for NextGen® Enterprise PM 8

Add or Modify a Class

In NextGen® Enterprise PM, select Admin > Scheduling Admin. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. Select the Classes tab, and do one of the following: To add a class, select the open menu button, and select New. To modify an existing class, select the class in the list and select the open menu button and select Open. The Add Classification or Edit Classification window opens. In the Classification field, enter a descriptive name for the class. This is a mandatory field. In the Details field, enter any additional notes for the class. This field is not used anywhere else in the system and is for informational purposes only. Use the Add and Remove buttons to associate resources with the class. The Available Resources section on the left lists all existing resources. The Member R

Help Guide for NextGen® Enterprise PM 8

Classes Tab - Practice Scheduling Admin

On the Classes tab, you define classifications or groupings for the resources that you schedule appointments for in your practice. Classes can be used to search for an open time slot within a group of similar resources. When using the appointment search ahead function to find an available time slot, you can search using an individual resource or a class of resources. Searching by class is useful when you need to scan through the schedules of multiple resources to find the first available appointment. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences, the Scheduling Administration window name changes to Practice Scheduling Administration. Existing classes are listed on the Classes tab with the following information: Classification: The name of the class. The following options are available from the open menu button, or the right-click menu: New: To create a classification. Open: To open a classification. Delete: To delete a classification.

Help Guide for NextGen® Enterprise PM 8

Print Enterprise Class

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Enterprise Class tab, select the enterprise class that you want to print. Select open menu , and select Print. The Enterprise Classification enhanced report opens. Note: The report has the Columns, Filter 2, Sort, and Totals options. On the report, select . The report is printed with the following details of the enterprise class. Enterprise Classification Details Member Class Practice Name Hidden PracticesNote: If there is a hidden practice in the enterprise class, the Hidden Practice column shows "Y" when you print the Enterprise Classification enhanced report. It is blank for all other practices. Note: Deleted enterprise classes are not displayed in the report. Parent topic: Enterprise Class

Help Guide for NextGen® Enterprise PM 8

Printing a Resource

In NextGen® Enterprise PM, select Admin > Scheduling Administration. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. On the Resources tab, select the resource that you want to print. Select the open menu button, and select Print. The NextGen Report Filter: Resource Listing window opens. Note: The report has the following options: Columns Filter 2 Sort Totals Select OK on the report. The Resource Listing report opens with the following details of the resources. Resource Name Resource Type Details Provider Name User Name Class Name Interval Max Template Date Parent topic: Resources Tab - Sched Admin

Help Guide for NextGen® Enterprise PM 8

Print a Category

In NextGen® Enterprise PM, select Admin > Scheduling Administration. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. On the Categories tab, select the category that you want to print. Select open menu, and select Print. The NextGen Report Filter: Category Listing window opens. Note: The report has the following options: Columns Filter 2 Sort Totals On the report, select OK. The Category Listing report opens with the following details of the Category. Category Member Events Parent topic: Categories Tab - Sched Admin

Help Guide for NextGen® Enterprise PM 8

Print an Event

In NextGen® Enterprise PM select Admin > Scheduling Administration. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. On the Events tab, select the event that you want to print. Right-click and select Print. The NextGen Report Filter: Event Listing window opens. Note: The report has the following options: Columns Filter 2 Sort Totals Select OK on the report. The Event Listing report opens with the following details of the events. Event Name Location Name Event Short Description Duration Success Event Details Service Item ID Service Item Description Parent topic: Events Tab - Sched Admin

Print a Class

Recommendations

Add or Modify a Class

Classes Tab - Practice Scheduling Admin

Print Enterprise Class

Printing a Resource

Print a Category

Print an Event

Add or Modify a Class

Classes Tab - Practice Scheduling Admin

Print Enterprise Class

Printing a Resource

Print a Category

Print an Event