Respond to a NextGen Mail Linked to an Appointment

Help Guide for NextGen® Enterprise PM 8

Create a New NextGen Mail Message

From the main toolbar, select the Mailbox button. The NextGen Mailbox window appears. From the mailbox toolbar, select the New Message button. The New Message window appears. The Message tab displays two recipient fields: To NextGen and To Outlook. The field that is required is the one that is selected as the Default Mail Option in General User Preferences. Do one of the following: In the To NextGen field, double-click <<Double-Click to Select Mail Recipient(s)>>. From the message toolbar, select the Address button. The Address Book window appears. In the Show Users From field, select the desired Practice. Users, Security Groups, and Distribution Lists for the selected practice display. To select recipients for the message, do one of the following: To add a recipient, select a User, Security Group, or Distribution List in the Available Users and Groups section on the left, and then select the Add button to move it to the Message Recipients section on the right. To remove a recipient, s

Help Guide for NextGen® Enterprise PM 8

Attach an Appointment to an Email

You can attach the appointment to an email and send it to the recipient asking them to complete some action. Open the Appointment Book window. Right-click the appointment and select Attach to Mail. The New Message (Containing linked data) window opens. In the Action Requested field, select one of the following: Cancel Appointment Create Appointment Delete Appointment Other Reschedule Appointment Enter additional information to be included in the email as needed. On the Properties tab set the priority for the message. Select the Read Receipt option if you want to receive a notification when the recipient reads the message. Select the Address button to select the recipients to send the email. The Address Book window opens. Select a practice from the Show Users From list. Use the arrow button to move the recipients from the Available Users and Groups list to the Message Recipients list. Select OK to save changes and close the window. Select the Send Message button to send the email to the

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

Appointment Statuses

All appointments have one of the following statuses at a given point in time: Expected: The appointment is scheduled for the current or future date and is not in the Kept state. Kept: The appointment moves to the kept state in the following ways: When you select the Checkin/Create Encounter option for an appointment, it follows the autoflow process, which automatically selects the Appointment Kept option in the Add Appointment or Edit Appointment window. You can open the appointment, and select the Appointment Kept option manually without going through the Checkin/Create Encounter autoflow process. Cancelled: The appointment is cancelled. No Show: When the patient does not check-in or cancel the appointment, and if the Appointment Kept option was not automatically or manually selected, then the appointment status automatically changes to No Show after midnight on the scheduled day. Pending: The appointment is attached to the NextGen® Enterprise PM email and sent to the user requesting

Help Guide for NextGen® Enterprise PM 8

Printing from Appointment Confirmation window

From the Appointment Book, select the resource, date and time slot for the new appointment. Do one of the following: From the appointment toolbar, select the Add Appt button. Right-select on the time slot and select New from the menu. Double-click on the time slot. The Add Appointment window opens. Complete all fields required to complete the new appointment. To save the appointment, Enter OK. Note: The Appointment Confirmation window opens only once, and only if the Show appointment confirmation after scheduling appointment check box is selected in Scheduling User Preferences > General tab. The Appointment Confirmation window opens. Select Print, and then select Appt Reminder from the menu. The Demand Appointment Reminder Letter preview window displays the letter for the appointment. To print the letter, select the Print Dialog button or the Quick Print button on the letter preview toolbar. Note: You can also fax the letter by selecting from the letter preview toolbar. To close the wi

Help Guide for NextGen® Enterprise PM 8

Tasks Menu

The Tasks menu enables you to access commonly used features and different applications from one location. The Tasks menu options also enable you to demand bills, letters, and statements, change your password, change the practice, and set your session settings. Tasks Menu Items Function Lookup Enables you to look up specific information using basic search criteria for the following options. Accounts Appointments Charts Claims DRAU Lookup Eligibility/Referral Employers Encounters Fee Tickets Files People Waitlists For more information on looking up specific information go to NextGen Healthcare Success Community and download the latest Encounter Maintenance User Guide forNextGen®Enterprise PM. Advisor Provides a snap shot of your practice's financial and operational performance. Displays current tasks and emails that you can access without leaving the system. You can customize the Advisor to display only the elements that you want the logged in user to see. Appt Book Opens the Appointment

Respond to a NextGen Mail Linked to an Appointment

Recommendations

Create a New NextGen Mail Message

Attach an Appointment to an Email

Add an Appointment

Appointment Statuses

Printing from Appointment Confirmation window

Tasks Menu

Create a New NextGen Mail Message

Attach an Appointment to an Email

Add an Appointment

Appointment Statuses

Printing from Appointment Confirmation window

Tasks Menu