Setting Up Interval Overrides

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

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

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

File Maintenance Help for NextGen® Enterprise 8

Appt Scheduling Practice Preferences

The Appt Scheduling practice preferences enables you to set various options and defaults that impact setup in Scheduling Administration and booking appointments in NextGen® Enterprise PM. Appt Scheduling Practice Preferences Field Descriptions Hide Time Slots to the Right of the Scheduler Book You can hide time slots to the right of the scheduler book. Time Interval Overrides You can set different time increments to schedule resources at different times for doctors to perform their standard procedure. Override Scheduling Conflicts A supervisor can override scheduling conflicts by entering their credentials. Parent topic: Practice Preferences

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

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.

Setting Up Interval Overrides

Recommendations

Set Up Interval Overrides for a Resource

Set Up Interval Overrides for an Event

Enable Interval Overrides for the Practice

Appt Scheduling Practice Preferences

Time Interval Overrides

Set Up Overrides for an Event

Set Up Interval Overrides for a Resource

Set Up Interval Overrides for an Event

Enable Interval Overrides for the Practice

Appt Scheduling Practice Preferences

Time Interval Overrides

Set Up Overrides for an Event