Resources Tab - Sched Admin

Help Guide for NextGen® Enterprise PM 8

Events Tab - Sched Admin

On the Events tab, you define the various types of appointments that will be scheduled for patients in the practice. Note: When you select the Enable Enterprise Appointment Scheduling option in the Practice Preferences window, the Scheduling Administration window name changes to Practice Scheduling Administration. Existing events are listed on the tab with the following information: Event: Name of the event. Short: Short description for the event (1 - 3 characters). Duration: Default duration for the event, in minutes. Color: Background color defined for the event. The following options are available from the open menu button, or the right-click menu: New: To create a new event. Open: To open an existing event. Hide: To hide or unhide an existing event. Print: To print an Event Listing report. Add or Modify an Event You can add events or modify an existing event. Assign Colors to an Event You can assign background and foreground colors to an event. Hide an Event You can hide an event f

Help Guide for NextGen® Enterprise PM 8

Categories Tab - Sched Admin

On the Categories tab, you define groupings of events, or appointment types. You can use the categories while creating weekly and daily templates for resources. Each category is mapped to a specific time slot within a template, restricting the types of events that you can schedule appointments for the specified times. You can define color for each category and it displays in the Appointment Book window when you schedule an appointment. The color provides users at-a-glance guidance as to where certain type of appointments can be scheduled. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences, the Scheduling Administration window name changes to Practice Scheduling Administration. Existing categories are listed on the Categories tab with the following information: Category: Name of the category. Color: Background color defined for the category. The following options are available from the open menu button, or the right-click menu: New: To crea

Help Guide for NextGen® Enterprise PM 8

Classes Tab - Practice Scheduling Admin

On the Classes tab, you define classifications or groupings for the resources that you schedule appointments for in your practice. Classes can be used to search for an open time slot within a group of similar resources. When using the appointment search ahead function to find an available time slot, you can search using an individual resource or a class of resources. Searching by class is useful when you need to scan through the schedules of multiple resources to find the first available appointment. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences, the Scheduling Administration window name changes to Practice Scheduling Administration. Existing classes are listed on the Classes tab with the following information: Classification: The name of the class. The following options are available from the open menu button, or the right-click menu: New: To create a classification. Open: To open a classification. Delete: To delete a classification.

Help Guide for NextGen® Enterprise PM 8

Hide a Resource

If you hide a resource for a practice, then the resource is no longer available for selection in NextGen® Enterprise PM. For example, a provider has left the practice and therefore appointments should no longer be scheduled for that resource. If a resource is hidden, all existing appointments for the resource are retained. Therefore, they remain in a patient’s appointment history and are still available for appointment reports in NextGen® Enterprise PM. 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 Resources tab. From the list, select the resource to be hidden. Right-click and select Hide. A message appears asking you to confirm if you want to hide the resource. Select Yes to hide the resource. The resource is rem

Help Guide for NextGen® Enterprise PM 8

View Hidden Resources

Hidden resources do not display on the Resources tab in Scheduling Administration window. However, you can select to display hidden resources, if needed. 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 Resources tab. Select the Include Hidden Items check box. The hidden resources appear in the list with a Hide icon on the left. To remove hidden resources from the view, clear the selection for the Include Hidden Items option. Hidden resources are removed from the list. Parent topic: Resources Tab - Sched Admin

Help Guide for NextGen® Enterprise PM 8

Unhide a Resource

You can unhide a resource when hidden by mistake. 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 Resources tab. Select the Include Hidden Items check box. From the list of resources, select the resource that you want to unhide. Right-click and select Hide from the menu. The Hide icon is removed and the resource is no longer hidden. Parent topic: Resources Tab - Sched Admin

Resources Tab - Sched Admin

Recommendations

Events Tab - Sched Admin

Categories Tab - Sched Admin

Classes Tab - Practice Scheduling Admin

Hide a Resource

View Hidden Resources

Unhide a Resource

Events Tab - Sched Admin

Categories Tab - Sched Admin

Classes Tab - Practice Scheduling Admin

Hide a Resource

View Hidden Resources

Unhide a Resource