Removing an Appointment

Help Guide for NextGen® Enterprise PM 8

Rescheduling an Appointment

You can reschedule an appointment in any of the following ways: Open and Edit: You can open the appointment from any view in the Appointment Book window, except the Monthly view tab, and edit the Date and Time fields on the Edit Appointment window. Note: This is not the recommended method for rescheduling appointments. Cut and Paste: From any view in the Appointment Book window, except the Monthly view tab. In the Appointment Book window select an appointment that you want to reschedule, right-click, and select cut. You can paste the appointment in a different time slot, and do the changes in the Edit Appointment window as needed. Note: This is the recommended method for rescheduling appointments. Drag and Drop: From the Daily or Weekly List view tab of the Appointment Book window, you can select the appointment and drag and drop it on a new timeslot to reschedule the appointment. Stretch: You can select at the bottom of an appointment and stretch it to extend the duration. Note: You c

Help Guide for NextGen® Enterprise PM 8

Delete an Appointment From Appointment Book

You can delete an appointment from the Appointment Book window: Open the Appointment Book window. Select the appointment to be deleted and do one of the following: A message appears asking to confirm if you want to delete the selected appointment. Select OK to delete the appointment. The appointment is removed from the schedule. The appointment status does not change but, the appointment now has a deleted indicator. Delete Linked Appointments When you delete an appointment for the patient, you can delete the linked appointments as well, if the patient has any. Delete Recurring Appointments When you delete an appointment that has a recurring series, you can delete the entire series or retain the occurrence as needed. Parent topic: Removing an Appointment

Help Guide for NextGen® Enterprise PM 8

Marking the Patient as Expired

When you select the Expired option on the Modify Patient Information window and enter an Expiration Date for patients that have one or more future appointments and active recall plans, a messages appears stating that the future appointments must be canceled and the to stop the active recall plans for the patient. Note: If you select the system alerts in the Alerts section of the Practice Preferences window, then when you open the Modify Patient Information you get a message with the information on the expired patients with future appointments and active recall plans. Parent topic: Removing an Appointment

Help Guide for NextGen® Enterprise PM 8

Cancel Multiple Appointments

When you cancel an appointment for a patient who has multiple appointments, either on the same day or future, you can cancel all appointments at the same time if needed. For example, if a patient has three appointments on the same day, you can cancel all three at the same time. Open the Appointment Book window. Select an appointment to be canceled. Do one of the following: Right-click the appointment and select Mark as Canceled. Open an appointment and select the Cancelled option on the Edit Appointment window. Note: A window opens asking the reason for cancellation of the appointment if you select the Track Cancellation reason option in the Appt Scheduling tab of the Practice Preferences window. From the list of reasons, select the reason for canceling the appointment. Select OK to save changes and close the window. If the patient has multiple appointments either on the same day or in the future, the Cancel Appointment window opens. Note: The Linked Appointments section displays a lis

NextGen® Enterprise EHR Help

Track Reasons for Appointment Cancellations or Stopping Recalls for an Expired Patient

Use this procedure to do the following: Expire a patient Cancel future appointments and stop active recalls Enter a Reason for Cancelling Future Appointments or Stopping Recalls Access the Modify Person/Patient Information Window for the patient that you want to expire. On the Modify Person/Patient Information window, select the Expired check box. The Expired Date field becomes active. In the Expired Date field, enter the date of death for the person/patient. A application message appears, asking if you want to cancel future appointments and stop active recalls. Do one of the following: Select Yes. If Appointment Cancellation Tracking or Recall Plan Stop Reason tracking is enabled in Practice Preferences, you will need to select a reason for the appointment cancellation or the recall plan stop reason then select OK. The Reason for Stopping Recall application message appears if your practice is tracking reasons for stopping recalls. The Reason for Appointment Cancellation application me

NextGen® Enterprise EHR Help

Track Appointment Cancellations and Recall Stops for an Expired Patient

Use this procedure to do the following: Expire a patient Cancel future appointments and stop active recalls Enter a Reason for Cancelling Future Appointments and Stopping Recalls Access the Modify Person/Patient Information Window for the patient that you want to expire. On the Modify Person/Patient Information window, select the Expired check box. The Expired Date field becomes active. In the Expired Date field, enter the date of death for the person/patient. A application message appears, asking if you want to cancel future appointments and stop active recalls. Do one of the following: Select Yes. If Appointment Cancellation Tracking and Recall Plan Stop Reason tracking is enabled in Practice Preferences, you will need to select a reason for the appointment cancellation and the recall plan stop reason then select OK. The Reason for Appointment Cancellation and Reason for Stopping Recall application message` appears. Active recalls and future appointments will be cancelled. Select No.

Removing an Appointment

Recommendations

Rescheduling an Appointment

Delete an Appointment From Appointment Book

Marking the Patient as Expired

Cancel Multiple Appointments

Track Reasons for Appointment Cancellations or Stopping Recalls for an Expired Patient

Track Appointment Cancellations and Recall Stops for an Expired Patient

Rescheduling an Appointment

Delete an Appointment From Appointment Book

Marking the Patient as Expired

Cancel Multiple Appointments

Track Reasons for Appointment Cancellations or Stopping Recalls for an Expired Patient

Track Appointment Cancellations and Recall Stops for an Expired Patient