Unlink Appointments

Help Guide for NextGen® Enterprise PM 8

View Linked Appointments

You can view the linked appointments for a patient from the History tab of the Edit Appointment window. Open the Appointment Book window. Open an appointment that is linked to other appointments. The Edit Appointment window opens. Select the History tab. You can view the appointments linked to the current appointment. Select Cancel to close the window without making changes. Parent topic: Linking Appointments

Help Guide for NextGen® Enterprise PM 8

Link Multiple Appointments

You can link the future appointments to the current appointment of the patient from the History tab of the Edit Appointment window. Open the Appointment Book window. Open an appointment to be linked to other appointments. The Edit Appointment window opens. Select the History tab. From the list of appointments, select the appointments to be linked to the current appointment. Select OK to save changes and close the window. Parent topic: Linking Appointments

Help Guide for NextGen® Enterprise PM 8

Linking Appointments

You can link appointments together for a patient. This helps you to manage all the appointments for the patient as part of a group. For example, a patient may have three appointments on the same day at the same location with different resources. Linking appointments enables you to do the following: Confirm all linked appointments at the same time. Check-in all linked appointments at the same time. Create a single encounter for all linked appointments. Print a single fee ticket for all linked appointments. Cancel all linked appointments at the same time. Note: Appointments with the status of Expected, Pending, or No Show can be linked together. Link Multiple Appointments You can link multiple appointments to a patient’s current appointment. View Linked Appointments You can view the appointments that are linked to a patient's current appointment. Unlink Appointments You can unlink multiple appointments from the current appointment for a patient. Parent topic: Appointment Scheduling

Help Guide for NextGen® Enterprise PM 8

Change the Patient Linked to an Appointment

You can remove the current patient linked to the appointment and link a new patient to the same event at the scheduled time. Select the appointment to change the linked patient, and double-click to open the Edit Appointment window. Select the open menu button next to the patient's name and select Clear Patient. A message appears asking you to confirm if you want to delete the linked patient. Select OK to remove the incorrect patient from the appointment. To add the correct patient to the appointment, select the open menu button and select Lookup. The People Lookup window opens. Do one of the following: To select an existing person or patient for the appointment, enter the appropriate search criteria and then select Find. Select New to add a person or patient for the appointment. Select OK to save changes and close the window. Parent topic: Modifying an Appointment

Help Guide for NextGen® Enterprise PM 8

View Existing Appointments from Add or Edit Appointment

You can view existing appointments for a patient from the Add Appointment or Edit Appointment window. Open the Add Appointment or Edit Appointment window for the patient. Select the History tab. The existing appointments for the patient appears. Parent topic: View Existing Appointments for a Patient

Help Guide for NextGen® Enterprise PM 8

Delete Linked Appointments

When you delete an appointment for a patient, if there are multiple appointments on the same day or in the future, you can select the linked appointments from the Delete Appointment window if you want to delete them as well. Open the Appointment Book window. Select an appointment to be deleted that is also linked to other appointments. Do one of the following: Right-click the appointment and select Delete. Select the appointment and select the Delete Appt button on the Appointment Book toolbar. Open the appointment and select the Delete button on the Edit Appointment window. The Delete Appointment window opens. In the Linked Appointments section, do the following: Select the linked appointments that you want to delete. Clear the selection for the linked appointments that you do not want to delete. In the Delete Options section, clear the selection for the Delete All Linked Appointments option if you do not want to delete all the linked appointments. Note: This option is selected by def

Unlink Appointments

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