Retaining an Appointment

If	Then
The new appointment is for the same event as the No Show or Cancelled appointment and within a reasonable period of time (no more than 6 months). Example: If a patient missed a contact lens fitting two months ago, and then calls for a contact lens fitting, that appointment can be flagged as retained.	Select Yes to flag the appointment as retained.
The patient's new appointment is for a different event or beyond a reasonable time period for the same event as the No Show or Cancelled appointment. Example: If a patient missed a contact lens fitting two months ago, and then calls for a refractive consultation, that appointment is not considered retained because it is for a different event.	Select No to not flag the appointment as retained.

Help Guide for NextGen® Enterprise PM 8

Retaining an Appointment

When you schedule an appointment, NextGen® Enterprise PM checks the status of the last appointment for the patient. If the status of that appointment is No Show or Cancelled, a message appears asking you to flag the appointment as retained. You can choose to flag the appointment as retained or not, based on the following information: If Then The new appointment is for the same event as the No Show or Cancelled appointment and within a reasonable period of time (no more than 6 months). Example: If a patient missed a contact lens fitting two months ago, and then calls for a contact lens fitting, that appointment can be flagged as retained. Select Yes to flag the appointment as retained. The patient's new appointment is for a different event or beyond a reasonable time period for the same event as the No Show or Cancelled appointment. Example: If a patient missed a contact lens fitting two months ago, and then calls for a refractive consultation, that appointment is not considered retaine

Help Guide for NextGen® Enterprise PM 8

Appointment Scheduling

The following are the basic appointment scheduling functionalities in NextGen® Enterprise PM: Schedule appointments Modify appointments Reschedule appointments Cancel appointments Search and view appointments Print appointments The following additional functionalities may be included depending on the practice's workflows: Appointment Reminder Letters Appointment Waitlists Recall Plans Group Scheduling Add an Appointment You can schedule an appointment for an event or event chain for a selected resource. View Existing Appointments for a Patient Resizing the Add or Edit Appointment Window Mark an Appointment as Kept You can mark an appointment as kept either manually or through the auto-flow process. Modifying an Appointment Rescheduling an Appointment Removing an Appointment Retaining an Appointment Linking Appointments Confirming Appointments Scheduling Conflicts Parent topic: Appointments

Help Guide for NextGen® Enterprise PM 8

Appointment Scheduling

The following are the basic appointment scheduling functionalities in NextGen® Enterprise PM: Schedule appointments Modify appointments Reschedule appointments Cancel appointments Search and view appointments Print appointments The following additional functionalities may be included depending on the practice's workflows: Appointment Reminder Letters Appointment Waitlists Recall Plans Group Scheduling Add Appointments You can schedule an appointment for an event or event chain for a selected resource. View Existing Appointments for a Patient Resizing the Add or Edit Appointment Window Mark an Appointment as Kept You can mark an appointment as kept either manually or through the auto-flow process. Mark Kept Appointments as Incomplete You can mark kept appointments as incomplete and provide reasons. Modifying an Appointment Rescheduling an Appointment Removing an Appointment Retaining an Appointment Linking Appointments Confirming Appointments Scheduling Conflicts

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

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

NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR

Managing Appointment Requests from NextGen® PxP Portal

You must ensure that appointment features are set up correctly in File Maintenance so that you can view and respond to appointment requests that patients send from NextGen® PxP Portal. For more information on setting up and using appointment scheduling with NextGen® Enterprise PM, go to NextGen Healthcare Success Community and download the Appointment Scheduling User Guide for NextGen® Enterprise PM. You can view all communication sent and received through the NextGen® PxP Portal in a single view for the selected patient, by turning on Patient-Specific View. The count of unread or unsent messages in the Communications, Prescriptions, and Appointments folders refreshes every time you switch between the full view and patient-specific view. You can use the Display list to filter and review specific timeline messages. By default, the last three months messages are displayed. Depending on your licensing and configuration options, you can do the following: Accept or respond to appointment re

Retaining an Appointment

Recommendations

Retaining an Appointment

Appointment Scheduling

Appointment Scheduling

Appointment Statuses

Appointment Statuses

Managing Appointment Requests from NextGen® PxP Portal

Retaining an Appointment

Retaining an Appointment

Appointment Scheduling

Appointment Scheduling

Appointment Statuses

Appointment Statuses

Managing Appointment Requests from NextGen® PxP Portal