NextGen Knowledge Center

Set Up Default Resources for an Event

The Default Resources tab on the Add Event or Edit Event window is used when an appointment for a specific event should always default onto one or more schedules in addition to the resource for which the appointment is already being scheduled.

For example, when a Procedure event is scheduled with a provider, the appointment should also default onto the schedules for the Nurse resource and the Procedure Room resource.
  1. In NextGen® Enterprise PM select Admin > Scheduling Admin.
    The Scheduling Administration window opens.
  2. Select the Events tab.
  3. Select an event from the list, right-click, and select Open from the menu.
    The Edit Event window opens.
  4. Select the Default Resources tab.
    Existing default resources are listed on the tab with the following information:
    • Resource: Name of the resource.
    • Interval: Time interval for the resource.
    • Type: Type of resource (Person, Place or Thing).
  5. Select the Open Record button.
    The Resources window opens.

  6. Use the add and remove buttons to associate default resources with the event. The Available section on the left lists all existing resources. The Included section on the right lists resources that are defaults for the event.
  7. To add a resource, select the resource in the Available list, then select the Add button. The resource moves to the Included list.
  8. To remove a resource, select the resource in the Included list, then select the remove button. The resource moves to the Available list.
  9. Select OK to save changes and close the window.
    The Default Resources tab displays all Default Resources for the event.

  10. select OK to close the Add Event or Edit Event window.