Reschedule an Event Chain

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

Event Chains Tab - Sched Admin

On the Event Chains tab, you can define groupings of events or appointment types that must be scheduled together as a series of appointments. You can use an event chain to schedule multiple appointments for a patient simultaneously instead of scheduling each appointment separately. The individual events within an event chain are referred to as event chain members. Event chain members can be scheduled with the same or different resources, within minutes, hours, or days of each other. The event chain setup determines whether the event chain members must be scheduled in a specific sequence or scheduled in a best fit sequence. Note: Specific parameters for each member event, such as resource duration overrides, default resources, appointment limits, SIM members, valid locations, and so on are defined on the Events tab of the Scheduling Administration window. When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences the Scheduling Administration window name

Help Guide for NextGen® Enterprise PM 8

Schedule an Event Chain over Multiple Days

Event chains can include any type of member events already created. An event chain, for a pre-employment includes lab work, drug screening, x-rays, and so on that may or may not be able to be completed on the same day. Some of these items may need to be completed before others. Therefore, you may have to schedule some of the events in the chain for different days. Note: You can create event chains in scheduling administration. Open NextGen® Enterprise PM. From the main toolbar, select the ApptBook button. The Appointment Book window opens. In the Daily, Weekly Schedule, or Multi-View tabs, select the resource, date, and time slot for the first event in the event chain. Do one of the following: From the Appointment Book toolbar, select the Add Appt button. Right-click the time slot and, select New from the menu. Double-click the time slot. The Add Appointment window opens. In the Event/Event Chain field, select the desired event chain. Note: Event chains appear with a chain link icon. T

Help Guide for NextGen® Enterprise PM 8

Add or Modify an Event Chain

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 Event Chains tab. Do one of the following: To add a event chain, select the open menu button, and select New. To modify an existing event chain, select the event chain in the list, select the open menu button, and select Open. The Add Event Chain or Edit Event Chain window opens. In the Event Chain field, enter a name for the event chain. The name appears in the Event Chain field on the Add Appointment or Edit Appointment window when you schedule appointment for the event chain. This is a mandatory field. In the Short field, enter a 1 - 3 character description for the event chain. In the Details field, enter any additional notes for the event chain. The notes appear in

Help Guide for NextGen® Enterprise PM 8

Schedule an Event Chain

Multiple events grouped together are called an Event Chain. Each individual event within an event chain is called an event chain member. You can schedule the events in a defined sequence. Note: When you create an event chain in Scheduling Administration, you must specify if the event chain needs to be scheduled sequentially or the sequence does not matter. Open NextGen® Enterprise PM. From the main toolbar, select the ApptBook button. The Appointment Book window opens. In the Daily, Weekly Schedule or Multi-View tab, select the resource, date, and time slot for the first event in the event chain. Do one of the following: From the Appointment Book toolbar, select the Add Appt button. Right-click the time slot and, select New from the menu. Double-click the time slot. The Add Appointment window opens. In the Event/Event Chain field, select the desired event chain. Note: Event chains appear with a chain link icon. After you select the event chain, the duration appears automatically. It in

Help Guide for NextGen® Enterprise PM 8

Schedule Appointments from Available Timeslots

You can schedule an appointment for a patient from the available time slots on the Enterprise Appointment Search Ahead window. On the Enterprise Appointment Search Ahead window, in the Available Timeslots section, right-click or double-click the desired time slot. If you have multiple resources and service locations from various practices for the selected event, you can select on the filter on the Practice column in the Available Timeslots section. The available time slots for the resources and service location of the selected practice lists. The Book Appointment menu appears. Select Book Appointment. The event, resources, service location, date, and time fields are filled. The Add Appointment window opens. Select the open menu icon, and select Lookup. If the patient is selected on the Enterprise Appointment Search Ahead window, the patient information is added on the Add Appointment window. The People Lookup window opens. Find a patient, and select Open. The patient information is add

Reschedule an Event Chain

Recommendations

Rescheduling an Appointment

Event Chains Tab - Sched Admin

Schedule an Event Chain over Multiple Days

Add or Modify an Event Chain

Schedule an Event Chain

Schedule Appointments from Available Timeslots

Rescheduling an Appointment

Event Chains Tab - Sched Admin

Schedule an Event Chain over Multiple Days

Add or Modify an Event Chain

Schedule an Event Chain

Schedule Appointments from Available Timeslots