Sort the Appointment Lookup Results

Help Guide for NextGen® Enterprise PM 8

Add or Remove Columns in the Appointment Lookup Results

You can customize the columns that appear in the Appointment List section of the Appointment Lookup window. Right-click any column header. A context menu opens with the lists all columns that are available for the window. Note: The columns that are included in the current view display a icon. Do one of the following: To add a column to the view, select a column name. To remove a column from the view, clear the selection for the column name. Select OK to save changes and close the window. Appointment Lookup Results Settings Parent topic: Search from the Appointment Lookup Window

Help Guide for NextGen® Enterprise PM 8

Appointment Lookup Search Criteria

The following table describes the fields that are available in the Search Criteria section of the Appointment Lookup window: Field Description Last You must enter the patient's last name. First/Preferred You must enter the patient's first name or preferred name. Middle You must enter the patient's middle name. Suffix You must select the patient's last name suffix. Note: This field appears when you select the Include suffix on lookup screens option in the General tab of the Practice Preferences window. Date of Birth You must enter the patient's birth date in MM/DD/YYYY format. Social Security You must enter the patient's social security number. Description You must enter all or part of the text in the Description field on the Edit Appointment window. Status You can select one or more appointment statuses from the following: Canceled Expected Kept No Show Pending Note: The default appointment status that you select in the Default appointment lookup status option in the General tab of the

Help Guide for NextGen® Enterprise PM 8

Search from the Appointment Lookup Window

You can search for the existing appointments for a patient from the Appointment Lookup. To open the Appointment Lookup window, do one of the following: From the main toolbar, select the Appt List button. Select Tasks > Lookup > Appointments. The Appointment Lookup window opens. Enter the search parameters in the Search Criteria section. Select Find. All existing appointments that match the search criteria entered appear in the Appointment List section. The Records Found option displays the total number of appointments listed in the Appointment List section. From the Appointment List, do one of the following: Double-click to open the desired appointment. The Edit Appointment window opens. Select one or more appointments, then right-click and select the desired action from the menu. Appointment Lookup Search Criteria You can use the Search Criteria on the Appointment Lookup window to find a patient's appointments. Sort the Appointment Lookup Results You can change the column using which

Help Guide for NextGen® Enterprise PM 8

Sort Lookup Results

The default sorting for the lookup results is by Name in ascending order. In NextGen® Enterprise PM, do one of the following to open the Patient Lookup window: On the main toolbar, select Chart. From the Tasks menu, select Lookup > Charts. Patient Lookup Window Enter the details in the Search Criteria fields to find the desired person or patient. You can use multiple parameters. For example, you can enter part of the last and first names, and birth date. Note: Fields with the Lightning Bolt indicator are for direct match searches and cannot be used with other search criteria. Select Find. All existing person and patient records that match the search criteria appear in Matching Records. To change the sorting order, select any column header. An up arrow icon appears next to the column name, indicating the lookup results are sorted by that column in ascending order. To sort by the same column in descending order, select the column header again. A down arrow icon appears next to the column

Help Guide for NextGen® Enterprise PM 8

Sort the Encounter Lookup Results

The default sort in the Encounter List section of the Encounter Lookup window is by encounter number in descending order. To change the sort, select any column header. An up arrow icon displays to the left of the column name, indicating the lookup results are now sorted by that column in ascending order. To sort by the same column in descending order, select the column header again. A down arrow icon displays to the left of the column name, indicating the lookup results are now sorted by that column in descending order. Note: Once the window is closed, the default sort by Enc Nbr in descending order is used the next time the window is accessed. Parent topic: Search from the Encounter Lookup Window

Help Guide for NextGen® Enterprise PM 8

Lookup Appointments by Patient Group

You can use the Appointment Lookup window to search for appointments for patients in a specific patient group. To access the Appointment Lookup window, do one of the following: From the main toolbar, select Appt List. From the Tasks menu, select Lookup and then Appointments. The Appointment Lookup window opens. Enter appointment lookup search criteria to find the desired appointments. Multiple parameters can be used. For example, select an Appointment Date, an Event, and a Resource. In the Patient Group field, select a group name to further limit the search results to include only appointments for patients in a specific group. Note: This field displays only if the Enable Group Scheduling check box is selected in Practice Preferences > Appt Scheduling. Select Find. Appointments that match all search criteria entered display in the Appointment List section at the bottom of the window. To view the group name associated with each appointment in the list, right-click any column header and s

Sort the Appointment Lookup Results

Recommendations

Add or Remove Columns in the Appointment Lookup Results

Appointment Lookup Search Criteria

Search from the Appointment Lookup Window

Sort Lookup Results

Sort the Encounter Lookup Results

Lookup Appointments by Patient Group

Add or Remove Columns in the Appointment Lookup Results

Appointment Lookup Search Criteria

Search from the Appointment Lookup Window

Sort Lookup Results

Sort the Encounter Lookup Results

Lookup Appointments by Patient Group