Searching for 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 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 Book

The Appointment Book window in NextGen® Enterprise PM provides an overview of the appointment schedule for the various resources and locations within the practice. The appointment book is used to schedule, reschedule, and cancel patient appointments. You can view appointments for: An individual resource for a specific day, week, or month. Multiple resources at the same time for a specific day. To access Appointment Book in NextGen® Enterprise PM, do one of the following: From the main toolbar, select the ApptBook button. From the Tasks menu, select Appt Book. Appointment Book Toolbar Appointment Statuses You can get different appointment statuses and their description. Category and Location Tooltip You can know more information about the category and location tooltips and where to find them in the appointment book. Custom Tooltip You can get more information about appointments using the custom tooltip. Appointment Book Views You can know more information about the different views that

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

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

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

Searching for Appointments

Recommendations

Appointment Scheduling

Appointment Book

Enterprise Appointment Search Ahead

Appointment Search Ahead

Switching Between Practices for Booking Appointments

Search for Appointments with Patient Inclusion and Exclusion Lists

Appointment Scheduling

Appointment Book

Enterprise Appointment Search Ahead

Appointment Search Ahead

Switching Between Practices for Booking Appointments

Search for Appointments with Patient Inclusion and Exclusion Lists