Search from the Appointment Lookup Window

Help Guide for NextGen® Enterprise PM 8

Schedule Appointments from Available Timeslots

You can schedule an appointment for a patient from the available time slots on the Enterprise Appointment Search Ahead window. On the Enterprise Appointment Search Ahead window, in the Available Timeslots section, right-click or double-click the desired time slot. If you have multiple resources and service locations from various practices for the selected event, you can select on the filter on the Practice column in the Available Timeslots section. The available time slots for the resources and service location of the selected practice lists. The Book Appointment menu appears. Select Book Appointment. The event, resources, service location, date, and time fields are filled. The Add Appointment window opens. Select the open menu icon, and select Lookup. If the patient is selected on the Enterprise Appointment Search Ahead window, the patient information is added on the Add Appointment window. The People Lookup window opens. Find a patient, and select Open. The patient information is add

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

Sort the Appointment Lookup Results

In the Appointment List section of the Appointment Lookup window, the appointments are sorted using the Date/Time column in ascending order by default. To change the sort, select any column header. An up arrow icon appears above the column name, indicating that the appointments are now sorted by the selected column in ascending order. To sort the appointments using the same column in descending order, select the column header again. A down arrow icon appears above the column name, indicating that the appointments are now sorted by the selected column in descending order. Note: After you close the Appointment Lookup window and open it again, the appointments are sorted using the Date/Time column in ascending order by default. Parent topic: Search from the Appointment Lookup Window

Help Guide for NextGen® Enterprise PM 8

Add or Remove Columns in the Appointment Lookup Results

You can customize the columns that appear in the Appointment List section of the Appointment Lookup window. Right-click any column header. A context menu opens with the lists all columns that are available for the window. Note: The columns that are included in the current view display a icon. Do one of the following: To add a column to the view, select a column name. To remove a column from the view, clear the selection for the column name. Select OK to save changes and close the window. Appointment Lookup Results Settings Parent topic: Search from the Appointment Lookup Window

Help Guide for NextGen® Enterprise PM 8

Appointment Lookup Search Criteria

The following table describes the fields that are available in the Search Criteria section of the Appointment Lookup window: Field Description Last You must enter the patient's last name. First/Preferred You must enter the patient's first name or preferred name. Middle You must enter the patient's middle name. Suffix You must select the patient's last name suffix. Note: This field appears when you select the Include suffix on lookup screens option in the General tab of the Practice Preferences window. Date of Birth You must enter the patient's birth date in MM/DD/YYYY format. Social Security You must enter the patient's social security number. Description You must enter all or part of the text in the Description field on the Edit Appointment window. Status You can select one or more appointment statuses from the following: Canceled Expected Kept No Show Pending Note: The default appointment status that you select in the Default appointment lookup status option in the General tab of the

Help Guide for NextGen® Enterprise PM 8

Lookup Appointments by Patient Group

You can use the Appointment Lookup window to search for appointments for patients in a specific patient group. To access the Appointment Lookup window, do one of the following: From the main toolbar, select Appt List. From the Tasks menu, select Lookup and then Appointments. The Appointment Lookup window opens. Enter appointment lookup search criteria to find the desired appointments. Multiple parameters can be used. For example, select an Appointment Date, an Event, and a Resource. In the Patient Group field, select a group name to further limit the search results to include only appointments for patients in a specific group. Note: This field displays only if the Enable Group Scheduling check box is selected in Practice Preferences > Appt Scheduling. Select Find. Appointments that match all search criteria entered display in the Appointment List section at the bottom of the window. To view the group name associated with each appointment in the list, right-click any column header and s

Search from the Appointment Lookup Window

Recommendations

Schedule Appointments from Available Timeslots

Patient Lookup in Enterprise Appointment Search Ahead

Sort the Appointment Lookup Results

Add or Remove Columns in the Appointment Lookup Results

Appointment Lookup Search Criteria

Lookup Appointments by Patient Group

Schedule Appointments from Available Timeslots

Patient Lookup in Enterprise Appointment Search Ahead

Sort the Appointment Lookup Results

Add or Remove Columns in the Appointment Lookup Results

Appointment Lookup Search Criteria

Lookup Appointments by Patient Group