Update a Followup with Appointment Date and Time

Help Guide for NextGen® Enterprise PM 8

Recall/Waitlist Tab

The Recall/Waitlist tab on the Add Appointment window displays active recall plans, follow-ups, and wait list items for the patient. The Recalls section displays recall information including the recall plan name, date added, last date, return date, event, resource, location, and letter mailing dates. This section also displays the dates scheduled to send messages as per the recall plan setup in File Maintenance; and the actual dates of sending the messages to the patient using NextGen® EDI services. The Follow Ups section displays information from NextGen® Enterprise EHR including follow-up description, reason, and time frame. Information from NextGen® Enterprise PM includes appointment date and time. The Waitlist section displays wait list information including begin date/time, end date/time, event, resource, location and status. A blue push pin icon displays on the tab if the patient has an active recall, follow-up, or waitlist appointment. Users can resize and rearrange the columns

NextGen® Enterprise EHR Help

Create an Appointment

NextGen recommends to create and manage appointments in NextGen® Enterprise PM, not in NextGen® Enterprise EHR, if you use NextGen® Enterprise PM as your scheduling source. Appointments created in NextGen® Enterprise EHR are not communicated to NextGen® Enterprise PM. You can create an appointment in NextGen® Enterprise EHR only if you have the View by Provider display setting enabled. If you select View by Resource, you cannot create an appointment in NextGen® Enterprise EHR. You may also create an appointment in NextGen® Enterprise EHR if you use a third-party scheduling application instead of NextGen® Enterprise PM. You can create an appointment in the Appointments tab of the Workflow module. You can create a custom status for the appointment. Select a patient. Note: You must select a patient to create an appointment in the Appointments tab. Access the Appointments tab. Select New in the toolbar. Note: If there are no appointments scheduled for the selected day in the calendar, New

NextGen® Enterprise EHR Help

Cancel an Appointment

You can only cancel appointments created in NextGen® Enterprise EHR, not those created in NextGen® Enterprise PM. You can view the canceled appointments. Select an appointment. Select Cancel Appointment in the toolbar. An Appointments cancelation confirmation window opens. To cancel the appointment, select Yes. The appointment is cancelled and removed from the appointments list. To view canceled appointments, select Appointments > Show Cancelled Appointments menu. Canceled appointments appear with a strikethrough line. Note: Appointments canceled for the current date are displayed, whether the Show Cancelled Appointments options is not selected. Parent topic: Appointments

Help Guide for NextGen® Enterprise PM 8

Appointment Book

The Appointment Book window in NextGen® Enterprise PM provides an overview of the appointment schedule for the various resources and locations within the practice. The appointment book is used to schedule, reschedule, and cancel patient appointments. You can view appointments for: An individual resource for a specific day, week, or month. Multiple resources at the same time for a specific day. To access Appointment Book in NextGen® Enterprise PM, do one of the following: From the main toolbar, select the ApptBook button. From the Tasks menu, select Appt Book. Appointment Book Toolbar Appointment Statuses You can get different appointment statuses and their description. Category and Location Tooltip You can know more information about the category and location tooltips and where to find them in the appointment book. Custom Tooltip You can get more information about appointments using the custom tooltip. Appointment Book Views You can know more information about the different views that

Help Guide for NextGen® Enterprise PM 8

Modify an Individual Appointment Created from a Group Appointment

Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. Select the Group Check-in icon. The group modal window opens. Select the member's individual appointment. Right-click and then select Open > Appointment. The Edit Appointment window opens. Modify the appointment as needed. Select OK. Modifications made to the appointment are saved. If the appointment is part of a recurring series and you changed the Date, Time, Event, Duration, Resources or Service Location, the appointment is removed from the recurring series. If you modified the Date, Time, Event, Duration, Resources or Service Location field, the Reschedule Reason window opens. If the Reschedule Reason window opens, select a reason for rescheduling the appointment. This field is required. Select OK. Parent topic: Scheduling Group Appointments

Help Guide for NextGen® Enterprise PM 8

Add an Appointment

You can schedule an appointment for a resource at a particular time and date. Open NextGen® Enterprise PM. From the main toolbar, select the ApptBook button. The Appointment Book window opens. Note: For a better response time, open the Appointment Scheduling Preferences by selecting and then select Only show my preferred resources in the Resources tab. In the Daily, Weekly Schedule or Multi-View tabs, select a resource, a date, and a time slot to schedule an appointment. To add an appointment, do one of the following: From the Appointment Book toolbar, select the Add Appt button. Right-click the time slot and, select New from the menu. Double-click the time slot. The Add Appointment window opens. Enter the details for the mandatory fields in the Add Appointment window to schedule an appointment. To select and link a person or patient to the appointment, select the open menu button in the upper-right side of the Add Appointment window and select one of the following: Access Active Patie

Update a Followup with Appointment Date and Time

Recommendations

Recall/Waitlist Tab

Create an Appointment

Cancel an Appointment

Appointment Book

Modify an Individual Appointment Created from a Group Appointment

Add an Appointment

Recall/Waitlist Tab

Create an Appointment

Cancel an Appointment

Appointment Book

Modify an Individual Appointment Created from a Group Appointment

Add an Appointment