Set Up Locations for an Event

Help Guide for NextGen® Enterprise PM 8

Set Up Limits for an Event

The Limits tab on the Add Event or Edit Event window is used when you want to limit the number of appointments that can be scheduled in a day for an event. The limits are defined per resource and can be by the day of the week or by a specific date. When a resource has reached their daily appointment limit for the event, the following apply: When attempting to schedule another appointment on that day for the event and resource, a scheduling conflict is generated. The appointment can only be scheduled if the user has security access rights to override appointment conflicts. When using the Appointment Search Ahead window to schedule an appointment for the event, the search results do not find or display appointment time slots for resources who have reached their daily limit. 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 displ

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 External Systems for an Event

The External tab on the Add Event or Edit Event window is used to add external systems that interface with NextGen® Enterprise PM, and to define a cross-reference for the event in NextGen® Enterprise PM to the event in the external system. 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 External tab. Existing external systems are listed on the tab with the following information: External ID: The ID assigned to the external system. External System: The description of the external system. Creator: The user name of the user who created the entry. Create Date: The date the entry was created. Do one of the following: To add an exter

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.

Help Guide for NextGen® Enterprise PM 8

Set Up SIMs for an Event

The SIMs tab on the Add Event or Edit Event window is used when an appointment for a specific event should always default one or more charges on the Charge Posting window for the encounter created from the appointment. For example, when a Post Op event is scheduled with a provider, SIM code 99024 should default when posting charges to the encounter created from the appointment. A message appears during the charge posting process stating that the charge is pre-loaded because of the linked encounter's appointment events. You can accept, reject, or cancel the pre-loaded charge. Select the Default to encounter and Effective Date options in the Appt Event SIM Carryover section of Practice Preferences > Chart. Note: It is important to understand that when multiple SIM codes are associated to an event, all SIMs codes default during charge posting. In other words, if there are three SIM codes defined for an event, then three charges default on the Charge Posting window. In NextGen® Enterprise

Help Guide for NextGen® Enterprise PM 8

Set Up Note Templates for an Event

The Note Template tab on the Add Event or Edit Event window is used when users must be prompted to complete a Microsoft® Word Template (.dot format) when scheduling an appointment for a specific event. The Word Template automatically appears on the Add Appointment window after you select the event and the patient for the appointment. When you add or edit an event after selecting the Require note template option, you must add the note in the Note Template tab. If you do not add the note, then while saving the event, then a message appears stating that you must add a note if the note is required. Note: The Microsoft® Word Template must first be imported into NextGen® Enterprise PM from File > Tools > Image Explorer. 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 Sche

Set Up Locations for an Event

Recommendations

Set Up Limits for an Event

Set Up Default Resources for an Event

Set Up External Systems for an Event

Set Up Overrides for an Event

Set Up SIMs for an Event

Set Up Note Templates for an Event

Set Up Limits for an Event

Set Up Default Resources for an Event

Set Up External Systems for an Event

Set Up Overrides for an Event

Set Up SIMs for an Event

Set Up Note Templates for an Event