Schedule an Event Chain

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

Create an Event Chain On-the-Fly

If an event chain that you need does not exist, then you can create an event chain on-the-fly when scheduling an appointment. Open the Add Appointment window or the Appointment Search Ahead window. Select the open menu button next to the Event/Event Chain field and select Create Event Chain. The On-The-Fly Event Chain window opens. Select events from the Available Events list and select the arrow to move them to the Member Events list. If you want to add the on-the-fly event chain to scheduling administration for future use, enter a name in the Event Chain field and enter a 1 - 3 character abbreviated name in the Short field. Configure the following event chain options, as needed: Event Sequence Matters: You can select this option to schedule the appointment for the Member Events in order. Allow Events to Span Multiple Days: You can select this option if the Member Events can be scheduled across multiple days. Linked Events: You can select this option if the appointments for all Member

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

Configure Event Chain Intervals

An Interval is defined for events within an event chain to determine the time between the previous and next event in the chain. The interval specifies when the next event in the chain starts. For example, you can have a two-event chain with an interval of 15 minutes applied at the end time of the first event. Therefore, the start time of the second event equals the end time of the first event plus 15 minutes. Note: In the Appointment Book window, you can override the appointment date and start time for any event in the event chain except the first event. To do so, double-click an event in the Resources field on the Add Appointment window. In the Specify Date/Time for Event fields, select the desired date and time for the event. 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 Pra

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

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

Schedule an Event Chain

Recommendations

Schedule an Event Chain over Multiple Days

Create an Event Chain On-the-Fly

Add or Modify an Event Chain

Configure Event Chain Intervals

Add or Modify an Event

Event Chains Tab - Sched Admin

Schedule an Event Chain over Multiple Days

Create an Event Chain On-the-Fly

Add or Modify an Event Chain

Configure Event Chain Intervals

Add or Modify an Event

Event Chains Tab - Sched Admin