Set Up External Systems for an Event

Help Guide for NextGen® Enterprise PM 8

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. Note: It is important to understand that in addition to the resource selected when an appointment for the event is scheduled, the appointment will also be scheduled with all default resources. In other words, if there are two default resources defined for an event, the appointment will be scheduled for three resources. While scheduling a new appointment, if the preference Automatically select default resource(s) when creating new appointment is selected, then when the events are changed the corresponding default resources link to the appointment. If the preference Automati

Help Guide for NextGen® Enterprise PM 8

Set Up Locations for an Event

The Locations tab on the Add Event or Edit Event window is used when appointments for a specific event should only be scheduled at specific locations. For example, when a Procedure event is scheduled with a provider, it should always be scheduled at one of the two locations that have a procedure room available. When attempting to schedule an appointment for an event at an invalid location, a scheduling conflict is generated. The appointment can only be scheduled if the user has security access rights to override appointment conflicts. In NextGen® Enterprise PM, select Admin > Scheduling Admin. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. Select the Events tab. Right-click an event, and select Open. The Edit Event window opens. Select the Locations tab. The list of locations with loc

Help Guide for NextGen® Enterprise PM 8

Add or Modify an Event

The Add Event or Edit Event window includes general information about the event in the section at the top, and tabs for more specific information about the event at the bottom. In NextGen® Enterprise PM, select Admin > Scheduling Admin. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. Select the Events tab. Do one of the following: To add an event, select the open menu button and select New. To modify an event, select an event in the list, select the open menu button and select Open. The Add Event or Edit Event window opens. In the Event field, enter a name for the event. The name appears on the Add Appointment or Edit Appointment window in the Event or Event Chain field when you schedule an appointment for the event. It also appears on scheduled appointments in the Appointment Book > D

Help Guide for NextGen® Enterprise PM 8

Add Enterprise Events

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Enterprise Events tab, select the open menu button, and then select New. The Add Enterprise Events window opens. Enter the name of the enterprise event. Enter the details of the enterprise event. Select the open menu button in the Add Enterprise Events window. The Events Selection window opens. Select the desired practice from the Practices drop down list. The Events column displays the events for the selected practice. Select the desired events from the list, and select OK to include them in the enterprise event. The selected events appear in the Member Events column on the Add Enterprise Events window. Search for member events using the Search field. Select the check box next to the member events to include them in the enterprise event, or clear the check box to remove them from the enterprise event. Select OK. The enterpris

File Maintenance Help for NextGen® Enterprise 8

Add External Systems for Employers

The External tab allows you to add external systems that interface with the NextGen® Enterprise application and to associate those systems with an employer. From the External tab, do one of the following: To add a new item, select open menu , and then select New. To modify an existing item, select the item in the list, select open menu , and then select Open. The Add External Interface window opens. In the External ID field, enter the ID that represents the resource in the external system. In the External System field, select the system to interface with the NextGen® Enterprise application. Do one of the following: To save changes and add another external system, select Next. To save changes and close the window, select OK. Note: When editing an existing system, the Next button is not present. Parent topic: Employers

System Administrator Help

Add External Systems for Users

In the user details, the External tab enables you to add external systems that interface with NextGen® Enterprise applications and to associate those systems with the selected user. The External tab displays the following columns: Column Description External System Lists the external systems that were selected for the External System field when new external systems were added. These external systems interface with the NextGen application. External System ID Lists the IDs assigned to the external systems. External Record ID Lists the data entered for the External ID field when new external systems were added. Internal Record ID Lists the internal ID automatically assigned to the external ID. To add an external system, from theExternaltab, do one of the following: To add a new item, select theOpen Menubutton, and then selectNew. To modify an existing item, select the item in the list, select theOpen Menubutton, and then selectOpen. TheAdd External Interfacewindow appears. Parent topic: U

Set Up External Systems for an Event

Recommendations

Set Up Default Resources for an Event

Set Up Locations for an Event

Add or Modify an Event

Add Enterprise Events

Add External Systems for Employers

Add External Systems for Users

Set Up Default Resources for an Event

Set Up Locations for an Event

Add or Modify an Event

Add Enterprise Events

Add External Systems for Employers

Add External Systems for Users