Set Up Interval Overrides for an Event

Help Guide for NextGen® Enterprise PM 8

Set Up Interval Overrides for a Resource

Resources are the people, places, and equipment needed to schedule an appointment. Each practice has a default time duration for a resource. An interval override is when you change the default interval for a resource. Select the Admin > Scheduling Admin. Select the Resources tab. The Scheduling Administration window displays a list of resources. Double-click the applicable item in the list. The Edit Resource window opens. In the Time Interval field, select the new time duration for the resource. Select OK. If defining resource intervals that differ from the interval set at the practice level, you must also define interval overrides for the events used by that resource. Parent topic: First Third Available Report

Help Guide for NextGen® Enterprise PM 8

Enable Interval Overrides for the Practice

The Appointment Scheduling Practice Preferences enable you to set options and default information for the appointment book for your practice and all related service locations. You can also enable interval overrides for the practice. CAUTION: If the interval overrides is enabled and you later want to disable it, changing the resource's time interval deletes all scheduling data currently in place for the resource. This includes: member classes, appointment conflict checking data, appointment search ahead data, appointment wait lists, default resource assignments, event duration overrides, template assignments, and template exceptions. Select the Admin > Preferences > Practice. Select Appt Scheduling in the Preferences List. The Appt Scheduling Practice Preferences opens. Select the Allow interval overrides check box to enable time interval overrides at the resource, template, and event levels. Note: This check box overrides the practice level default interval, which is set in the Default

Help Guide for NextGen® Enterprise PM 8

Setting Up Interval Overrides

An interval override is when you change the time interval of an event or resource that is different from the interval entered in Appt Scheduling Practice Preferences. Setting up interval overrides includes making changes to the following areas: Practice Preferences Scheduling Administration Events Scheduling Administration Resources Parent topic: First Third Available Report

Help Guide for NextGen® Enterprise PM 8

Set Up Overrides for an Event

The Overrides tab on the Add Event or Edit Event window is used to define a duration for a specific resource that is different from the default duration defined for the event. For example, most providers in the practice need 30 minutes to see a new patient, so the default duration for that event is set to 30. However, one provider needs 40 minutes to see a new patient. An event duration override can be set to 40 for that provider. An event duration defined for a specific resource overrides the default duration when an appointment for the event is scheduled for that resource. This ensures that the proper amount of time is blocked on the resource's schedule. 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.

File Maintenance Help for NextGen® Enterprise 8

Time Interval Overrides

If you need to schedule resources at different time intervals, you can set different time increments for your resources, templates, and events. For example, the majority of doctors at a practice might require 15-minute time intervals to perform their standard procedures, but two doctors at the same practice require 10-minute time intervals for their scheduling preferences because their specialties differ from the majority. The time in the Default Time Interval field on the Appt Scheduling practice preferences is the default interval used in all scheduling fields that deal with time increments, such as template and resource time intervals and event durations. You can override the time interval if you select the Allow interval overrides check box. The Allow interval overrides check box affects many areas of NextGen® Enterprise PM, Scheduling Administration, and File Maintenance. You must consider all the changes before enabling Allow interval overrides. Note: When you select Disable appo

Help Guide for NextGen® Enterprise PM 8

Add Appointment Fields

The following table describes the fields that are available in the Add Appointment window. Field Description Last These fields default to the date and time from the selected time slot. Event/Event Chain You can select an event or an event chain for the appointment. This is a mandatory field. If the select the Only show category specific events for appointment start time/resource selected option in the General tab of the Appointment Scheduling Preferences window, then only those events included in the category assigned to the time slot are listed and available for selection. To list all available events, regardless of the category assigned to the time slot, select the open menu button and select Show all Events. Resources The resource defaults from the selected time slot. If needed, you can manually select a different resource or additional resource for the appointment. When you select a resource, the default duration changes for the event: If the selected resource has a duration overri

Set Up Interval Overrides for an Event

Recommendations

Set Up Interval Overrides for a Resource

Enable Interval Overrides for the Practice

Setting Up Interval Overrides

Set Up Overrides for an Event

Time Interval Overrides

Add Appointment Fields

Set Up Interval Overrides for a Resource

Enable Interval Overrides for the Practice

Setting Up Interval Overrides

Set Up Overrides for an Event

Time Interval Overrides

Add Appointment Fields