Service Location - Enterprise Scheduling Admin

Help Guide for NextGen® Enterprise PM 8

Enterprise Class

The Enterprise Class tab lists all enterprise classes. The enterprise class has member classes that are mapped to the various practices that you have access to. On the Enterprise Classes tab, you can define a group of classifications for the resources across various practices for which you want to schedule appointments. In Enterprise Appointment Search Ahead window, you can search by a resource or by an enterprise class to find the first available time slot without logging in and out of practices. For example, if there is a class for General Consultation in Practice A and a class for Consultation in Practice B, in Enterprise Scheduling Administration window, you can define an Enterprise Class for Consultation and add both Practice A and Practice B as member classes and group them to find the available time slot for resources in practice A and practice B from Enterprise Appointment Search Ahead window. You can access the following options from the open menu or context menu: New: To crea

Help Guide for NextGen® Enterprise PM 8

Resources - Enterprise Scheduling Admin

The Resources tab on the Enterprise Scheduling Administration window lists the various resources like people, places, and things that you need while scheduling an appointment using the Enterprise Appointment Search Ahead window. Note: The configuration of Classes, Resources, Member Events, and Service Locations that are defined on the Enterprise Scheduling Administration window is shown in the available slots on the Enterprise Appointment Search Ahead window. If any of these configurations are missed, then you cannot see the slots on the Enterprise Appointment Search Ahead window. The Resource tab has the following information. Resource: Enterprise resource name. Type: Type of resource (person, place, or thing). Interval: Time interval defined for the resource. Note: The Interval column appears only when the Allow interval overrides check box is selected in Practice Preferences > Appt Scheduling. Template: Type of template used for the resource (Weekly or Daily). Max Template Date: Las

Help Guide for NextGen® Enterprise PM 8

Service Location - Enterprise Scheduling Admin

The Service Locations tab lists the service locations in various practices. The service locations defined on this tab appear on the Enterprise Appointment Search Ahead window. Only those locations for which you can schedule an appointment, appear on the Service Locations tab. Note: The configuration of Resources, Member Events, and Service Locations that are defined on the Enterprise Scheduling Administration window is shown in the available slots on the Enterprise Appointment Search Ahead window. If any of these configurations are missed, then you cannot see the slots on the Enterprise Appointment Search Ahead window. You can view the following information on this tab. Service Location: Location name Practice: Practice name for the service location You can access the following options using the open menu or context menu. Open: To open the service location Print: To print a Service Location report Edit Service Locations You can add an existing service locations across various practices

Help Guide for NextGen® Enterprise PM 8

Print Service Locations

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Service Location tab, select the resource that you want to print. Select open menu , and select Print. The Service Locations enhanced report opens. Note: The report has the Columns, Filter 2, Sort, and Totals options. On the report, select . The service locations report is printed with the following details. Service Location - Enterprise service location name. Hidden Service Location - Service location hidden on the Service Location tab. Practice Name - Practice name for the service location. Hidden Practice Name Practice name for the service location that is hidden on the Service Locations tab. Parent topic: Service Location - Enterprise Scheduling Admin

Help Guide for NextGen® Enterprise PM 8

Enterprise Scheduling Administration

In NextGen® Enterprise PM, Enterprise Scheduling Administration is available if you have access to more than one practice for which the Enable Enterprise Scheduling Administration practice preference is enabled and Enterprise Scheduling Administration permission in System Administration is set to Yes. You can open Enterprise Scheduling Administration in the following ways. By selecting Admin> Scheduling Admin> Enterprise. By selecting the icon in Appointment Book. The Enterprise Scheduling Administration window has the following tabs: Enterprise Class Resources Enterprise Events Service Locations Enterprise Class You can view, add, edit, and delete enterprise classes, and print an enterprise class listing report. Resources - Enterprise Scheduling Admin You can view the resources from all the practices to which you have access and for which Enterprise Appointment Scheduling is enabled. Enterprise Events You can define and view events across different practices. Service Location - Enterp

Help Guide for NextGen® Enterprise PM 8

Edit Service Locations

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Service Location tab, select open menu , and select Open. The Locations Selection window opens. Select a practice in the Practice drop down. The service locations from the selected practice appear in the Locations Selection section. Select the location, and select OK. The selected location is added to the list of service locations on the Service Location tab. Parent topic: Service Location - Enterprise Scheduling Admin

Service Location - Enterprise Scheduling Admin

Recommendations

Enterprise Class

Resources - Enterprise Scheduling Admin

Service Location - Enterprise Scheduling Admin

Print Service Locations

Enterprise Scheduling Administration

Edit Service Locations

Service Location - Enterprise Scheduling Admin

Enterprise Class

Resources - Enterprise Scheduling Admin

Service Location - Enterprise Scheduling Admin

Print Service Locations

Enterprise Scheduling Administration

Edit Service Locations