Set Up Overrides 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 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

Set Up Interval Overrides for an Event

Setting up an override for an event is when you add a duration time to an event that is different from the default duration time. Note: A duration time override for a resource cannot be less than the practice Default Time Interval, which is set on the Appt Scheduling Practice Preferences. For example, if the default time interval is 30 minutes, then you cannot set a resource duration time override for less than 30 minutes. However, if the default time interval changes, the duration time for the appointment reflects the default time interval, not the resource duration time override. Select the Admin > Scheduling Admin. Select the Events tab. The Events list opens. Double-click the applicable event. Note: The Interval column only displays when the Allow interval overrides check box is selected in the Appt Scheduling Practice Preferences. The Edit Event window opens. Select the Open Menu icon, and then select New. The Add Event/Resource Duration Override window opens. In the Resource fiel

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

Set Up Overrides for an Event

Recommendations

Set Up Limits for an Event

Set Up Default Resources for an Event

Set Up Locations for an Event

Add or Modify an Event

Set Up Interval Overrides for an Event

Time Interval Overrides

Set Up Limits for an Event

Set Up Default Resources for an Event

Set Up Locations for an Event

Add or Modify an Event

Set Up Interval Overrides for an Event

Time Interval Overrides