Rescheduling an Appointment

Help Guide for NextGen® Enterprise PM 8

Add an Appointment

You can schedule an appointment for a resource at a particular time and date. Open NextGen® Enterprise PM. From the main toolbar, select the ApptBook button. The Appointment Book window opens. Note: For a better response time, open the Appointment Scheduling Preferences by selecting and then select Only show my preferred resources in the Resources tab. In the Daily, Weekly Schedule or Multi-View tabs, select a resource, a date, and a time slot to schedule an appointment. To add an appointment, 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. Enter the details for the mandatory fields in the Add Appointment window to schedule an appointment. To select and link a person or patient to the appointment, select the open menu button in the upper-right side of the Add Appointment window and select one of the following: Access Active Patie

Help Guide for NextGen® Enterprise PM 8

Reschedule an Event Chain

Note: When you attach insurance to one or more events in the event chain, the system retains the appointment insurance if the event chain is rescheduled. From the main toolbar, select ApptList . The Appointment Lookup window opens. Select an appointment in the event chain. Right-click the appointment, and select Reschedule Event Chain. The Appointment Search Ahead window opens. Note: The Available Timeslots section of the window lists time slots available for the selected appointment in the event chain. In Available Timeslots, right-click a timeslot, and select Book Appointment. The Add Appointment window opens. Optional: Make additional modifications to the appointment. Select OK. Select a reason for rescheduling the appointment. Select OK. The Appointment Confirmation window appears with the new dates and times for events in the event chain. Note: When you attach insurance to one or more events in the event chain, rescheduling the event chain does not change the appointment insurance

Help Guide for NextGen® Enterprise PM 8

Modify Appointment Details

You can modify the appointment and reschedule if needed. Select the appointment to be modified, and double-click to open the Edit Appointment window. Make the modifications to the appointment as needed. Select OK to save changes and close the window. If any of the following fields are modified, the change is considered a reschedule: Date Time Event Duration Resource Location Patient The Appointment Rescheduling Reasonwindow opens. In the Reason for appointment reschedule list, select a reason for rescheduling the appointment, and select OK. The appointment is rescheduled. Parent topic: Modifying an Appointment

Help Guide for NextGen® Enterprise PM 8

Add or Modify an Event

The Add Event or Edit Event window includes general information about the event in the section at the top, and tabs for more specific information about the event at the bottom. 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 Events tab. Do one of the following: To add an event, select the open menu button and select New. To modify an event, select an event in the list, select the open menu button and select Open. The Add Event or Edit Event window opens. In the Event field, enter a name for the event. The name appears on the Add Appointment or Edit Appointment window in the Event or Event Chain field when you schedule an appointment for the event. It also appears on scheduled appointments in the Appointment Book > D

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

Help Guide for NextGen® Enterprise PM 8

Copy an Appointment

When a patient visits the provider for an event regularly, you can create appointments for a patient by copying an existing appointment and then pasting it into one or more additional time slots. The appointment information from the copied appointment is carried over to the new appointments, and you can modify it as needed. From the Appointment Book or Appointment List window, find the appointment you want to copy. Right-click the appointment and select Copy. The copied appointment icon displays on the status bar at the bottom of the Appointment Book window. Right-click another time slot where you want to add the copied appointment and select Paste. The Edit Appointment window opens. Note: When an appointment is copied from one resource and pasted into a time slot for another resource, both resources are selected on the newly pasted appointment. To avoid scheduling the new appointment for both resources, clear the resource selected from the copied appointment, in the Edit Appointment w

Rescheduling an Appointment

Recommendations

Add an Appointment

Reschedule an Event Chain

Modify Appointment Details

Add or Modify an Event

Cancel Multiple Appointments

Copy an Appointment

Add an Appointment

Reschedule an Event Chain

Modify Appointment Details

Add or Modify an Event

Cancel Multiple Appointments

Copy an Appointment