Schedule Appointments from Available Timeslots

Help Guide for NextGen® Enterprise PM 8

Switching Between Practices for Booking Appointments

The Enterprise Appointment Search Ahead window enables you to book appointments across the practices that you have access to from the currently logged on practice. When you select an enterprise event and search for an appointment, the list of available time slots for that enterprise event appears in the Available Timeslots section. When you right-click or double-click any time slot and if the appointment is available in another practice and not in the logged on practice, the Enterprise Appointment Search Ahead window opens the practice in which the appointment slot is available, and the Appointment Book for that practice opens. Note: When the practice switches from the logged on practice to the other practice, the Session Settings window opens, if session settings are set for the practice. The security rights for the available time slots on the Enterprise Appointment Search Ahead window are the same as that of the practice. When a practice switches to another practice while scheduling

Help Guide for NextGen® Enterprise PM 8

Search for Appointments with Patient Inclusion and Exclusion Lists

On the Enterprise Appointment Search Ahead window, when you search for available time slots by selecting a patient, the time slot from practices displays only the patients listed on your inclusion list or all patients except those listed on your Exclusion list in those practices. The Inclusion or Exclusion list is initially set up in System Administrator and applied when you search for a patient in NextGen® Enterprise EHR, NextGen® Enterprise PM, or NextGen® Optical Management. For more information on Inclusion list and Exclusion list setup and permissions, go to NextGen Healthcare Success Community, and download the latest System Administrator Guide for NextGen® Enterprise. On the Enterprise Appointment Search Ahead window, when you search for available time slots for patients excluded from the practice, the time slot does not appear. On the Enterprise Appointment Search Ahead window, if you search for the available time slot without selecting a patient, the available time slot for th

Help Guide for NextGen® Enterprise PM 8

Appointment Search Ahead

In NextGen® Enterprise PM while scheduling an appointment, you can use the Appointment Search Ahead feature to find the available timeslots for a specific event, location, and resource. For example, a patient wants to book an appointment for a physical exam at the main office location with Dr. Smith. The patient wants the appointment within the next three weeks and preferably on a Tuesday or Thursday morning. You can enter these criteria on the Appointment Search Ahead window to find the available time slots that meet the patient's request. When searching for available timeslots, you can use any of the following combinations in your search: One event, one service location, one resource One event, one service location, multiple resources One event, one service location, one class One event, multiple service locations, one resource One event, multiple service locations, multiple resources One event, multiple service locations, one class Note: You cannot select both a class and a resource

Help Guide for NextGen® Enterprise PM 8

Enterprise Appointment Search Ahead

When scheduling a new appointment across various practices, you can use the Enterprise Appointment Search Ahead window in NextGen® Enterprise PM to find available time slots for a specific event, location, and resource to book new appointments in various practices, without logging out of the currently logged on practice and logging on to other practices. For example, a patient wants to schedule an appointment for LASIK surgery and calls the scheduler. The scheduler, an enterprise user, logged on to practice A and has access to four more practices. The scheduler can view all available time slots on the Enterprise Appointment Search Ahead window without logging out of Practice A and logging in to the other for practices. You can open Enterprise Appointment Search Ahead in the following ways. By selecting Tasks > Appt Search > Enterprise. By selecting the icon in Appointment Book. You can use an enterprise event or any of the following combinations in your search to find an available time

Help Guide for NextGen® Enterprise PM 8

Patient Lookup in Enterprise Appointment Search Ahead

The Patient open menu opens the Patient Lookup window. You can look for a patient and add the patient on the Enterprise Appointment Search Ahead window to search for an appointment across various practices. The Patient open menu has the following options. Access Active Patient. Available if the selected patient is active in the practice. If the selected patient is not active, this option is disabled. Access Previous Patient. Available if a patient is selected. If no patient is selected, the option is disabled. Note: You can access a maximum of five patients previously selected in the logged-on practice. Clear Patient. Lookup. Opens the People Lookup window. You can search for existing person or patient records and also create new patient or person records. View Chart. Set Active Patient. Parent topic: Searching for Appointments

Help Guide for NextGen® Enterprise PM 8

Searching for Appointments with Service Locations

The Service Locations field on the Enterprise Appointment Search Ahead window is activated when you select an enterprise event. The service locations that are set on the Enterprise Scheduling Administration window are displayed in the Enterprise Classes field. You can select multiple service locations even if the Allow multiple location selections practice preference is not enabled. When you select multiple service locations and search for appointments, the search finds the available time slots for any of the selected locations. You can sort the service location names in ascending order. When you enter the first letters of the service location name, the Service Locations list suggests the service locations that start with those letters. If there are no service locations with those letters, you get a warning message. When you select multiple service locations, all the selected service locations appear in the read-only text box below the list. When you point to the text box, all the sele

Schedule Appointments from Available Timeslots

Recommendations

Switching Between Practices for Booking Appointments

Search for Appointments with Patient Inclusion and Exclusion Lists

Appointment Search Ahead

Enterprise Appointment Search Ahead

Patient Lookup in Enterprise Appointment Search Ahead

Searching for Appointments with Service Locations

Switching Between Practices for Booking Appointments

Search for Appointments with Patient Inclusion and Exclusion Lists

Appointment Search Ahead

Enterprise Appointment Search Ahead

Patient Lookup in Enterprise Appointment Search Ahead

Searching for Appointments with Service Locations