Print Enterprise Class

Help Guide for NextGen® Enterprise PM 8

Add Enterprise Class

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Enterprise Classes tab, select open menu and select New. The Add Enterprise Classes window opens. In Enterprise Classification field, enter the name of the enterprise class. In the Details field, enter the details of the enterprise class. Select open menu in the Add Enterprise Classes window. The Classes Selection window opens. Select the desired practice from the Practices drop down list. The Classes section displays a list of classes in the selected practice. Select the desired classes from the list, and select OK to include them in the enterprise class. The selected classes appear in the Member Classes column on the Add Enterprise Classes window. Search for member classes using the Search field. Select or clear the check box next to the member classes to include them in the enterprise class or remove them from the enterpris

Help Guide for NextGen® Enterprise PM 8

Modify Enterprise Class

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Enterprise Classes window, select an enterprise class. Select open menu , and then select Edit. The Edit Enterprise Classes window opens. To change the enterprise class name, enter the new name in Enterprise Classification field. If the name already exists, a message appears stating that the class already exists. Add or remove member classes. If a practice is added or removed, then the Edit Enterprise Classes window updates to show only those member classes that are accessible for that practice. Select OK. Parent topic: Enterprise Class

Help Guide for NextGen® Enterprise PM 8

Delete Enterprise Class

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Enterprise Classes window, select the enterprise class that you want to delete. Select the open menu button, and then select Delete. A message appears asking you to confirm the deletion of the enterprise class. Select OK The enterprise class is removed from the Enterprise Classes window. Parent topic: Enterprise Class

Help Guide for NextGen® Enterprise PM 8

Print a Class

You can print the details of a class as a report. The report contains the details of classification and member resources that are added to the class. 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 Class tab, select the class that you want to print. Select the open menu button, , and select Print. The NextGen Report Filter: Classification Listing window opens. Note: The report has the following options: Columns Filter 2 Sort Totals Select OK on the report. The Classification Listing report opens with the following details of the class. Classification Details Member Resources Parent topic: Classes Tab - Practice Scheduling Admin

Help Guide for NextGen® Enterprise PM 8

Enterprise Class

The Enterprise Class tab lists all enterprise classes. The enterprise class has member classes that are mapped to the various practices that you have access to. On the Enterprise Classes tab, you can define a group of classifications for the resources across various practices for which you want to schedule appointments. In Enterprise Appointment Search Ahead window, you can search by a resource or by an enterprise class to find the first available time slot without logging in and out of practices. For example, if there is a class for General Consultation in Practice A and a class for Consultation in Practice B, in Enterprise Scheduling Administration window, you can define an Enterprise Class for Consultation and add both Practice A and Practice B as member classes and group them to find the available time slot for resources in practice A and practice B from Enterprise Appointment Search Ahead window. You can access the following options from the open menu or context menu: New: To crea

Help Guide for NextGen® Enterprise PM 8

Print Resource - Enterprise Scheduling Admin

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise 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 Resources enhanced report opens. Note: The report has the Columns, Filter 2, Sort, and Totals options. On the report, select . The Resources enhanced report is printed with the details of the resources. Resource Name Resource Type Details Practice Name Hidden ResourcesNote: If there is a hidden resource, the Hidden Resources column shows "Y" when you print the Resources enhanced report . It is blank for all other resources. Parent topic: Resources - Enterprise Scheduling Admin

Print Enterprise Class

Recommendations

Add Enterprise Class

Modify Enterprise Class

Delete Enterprise Class

Print a Class

Enterprise Class

Print Resource - Enterprise Scheduling Admin

Add Enterprise Class

Modify Enterprise Class

Delete Enterprise Class

Print a Class

Enterprise Class

Print Resource - Enterprise Scheduling Admin