Print Resource - Enterprise Scheduling Admin

Help Guide for NextGen® Enterprise PM 8

Edit 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 open menu button and select Open. The Resources Selection window opens. In the Practices list, select a practice. The resources from the selected practice appear in the Resources column. Note: The Practices list, displays only the practices that the current enterprise user has access to. To add a resource to the list of resources in the Resource tab, select the resource, and select OK. Parent topic: Resources - Enterprise Scheduling Admin

Help Guide for NextGen® Enterprise PM 8

Resources - Enterprise Scheduling Admin

The Resources tab on the Enterprise Scheduling Administration window lists the various resources like people, places, and things that you need while scheduling an appointment using the Enterprise Appointment Search Ahead window. Note: The configuration of Classes, Resources, Member Events, and Service Locations that are defined on the Enterprise Scheduling Administration window is shown in the available slots on the Enterprise Appointment Search Ahead window. If any of these configurations are missed, then you cannot see the slots on the Enterprise Appointment Search Ahead window. The Resource tab has the following information. Resource: Enterprise resource name. Type: Type of resource (person, place, or thing). Interval: Time interval defined for the resource. Note: The Interval column appears only when the Allow interval overrides check box is selected in Practice Preferences > Appt Scheduling. Template: Type of template used for the resource (Weekly or Daily). Max Template Date: Las

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 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

Print Service Locations

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Service Location tab, select the resource that you want to print. Select open menu , and select Print. The Service Locations enhanced report opens. Note: The report has the Columns, Filter 2, Sort, and Totals options. On the report, select . The service locations report is printed with the following details. Service Location - Enterprise service location name. Hidden Service Location - Service location hidden on the Service Location tab. Practice Name - Practice name for the service location. Hidden Practice Name Practice name for the service location that is hidden on the Service Locations tab. Parent topic: Service Location - Enterprise Scheduling Admin

Help Guide for NextGen® Enterprise PM 8

Print Enterprise Events

In NextGen® Enterprise PM. select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Enterprise Events tab, select the enterprise event that you want to print. Select the open menu button, and then select Print. The Enterprise Events 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 event. Enterprise Event Details Member Event Member Event Duration Practice Name Note: If there is any hidden event, it appears in the Hidden Event column. Parent topic: Enterprise Events

Print Resource - Enterprise Scheduling Admin

Recommendations

Edit Resource - Enterprise Scheduling Admin

Resources - Enterprise Scheduling Admin

Printing a Resource

Print Enterprise Class

Print Service Locations

Print Enterprise Events

Edit Resource - Enterprise Scheduling Admin

Resources - Enterprise Scheduling Admin

Printing a Resource

Print Enterprise Class

Print Service Locations

Print Enterprise Events