View Existing Appointments for a Patient

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

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

View Existing Appointments from Appointment Lookup

You can view existing appointments for a patient from the Appointment Lookup window. From the main toolbar, select the ApptList icon. The Appointment Lookup window opens. Enter the Search Criteria to find the existing appointments for the patient. Select Find. The Appointment List section displays the existing appointments for the selected patient. Parent topic: View Existing Appointments for a Patient

Help Guide for NextGen® Enterprise PM 8

View Existing Appointments from Patient Chart

Before you begin To view the Patient Information Bar on the Patient Chart do one of the following: Open Admin > Practice Preferences. From the list of preferences, select Patient Information Bar. Select the PM tab. Select the Show Patient Information Bar option. Select OK. or Open Admin > User Preferences > General. Select the Chart tab. select the Show Patient Information Bar option. Select OK. You can view existing appointments for a patient from the Patient Information Bar or the Clinical History/Notes tab of the Patient Chart window. Open the Patient Chart. On the Patient Information Bar, do one of the following: Hover over the Appointment button, to view the Date/Time, Event, Location, Status and Resource for past and future appointments. Note: To view the appointment information, you must select the Appointment Hover option in the PM tab of the Patient Information Bar preference in the Practice Preferences window. To access all appointments for the patient, select Appointment The

Help Guide for NextGen® Enterprise PM 8

View Appointments for the Active Patient

In NextGen® Enterprise PM, open the Appointment Lookup window by doing one of the following: From the main toolbar, select the Appt List button. From the Tasks menu, select Lookup, and then Appointments. Appointment Lookup window Select the arrow next to Find, and then select Access Active Patient from the menu. The Appointment List section of the Appointment Lookup window displays appointments for the active patient. Parent topic: Opening the Active Patient Record

Help Guide for NextGen® Enterprise PM 8

Appointment Scheduling

The following are the basic appointment scheduling functionalities in NextGen® Enterprise PM: Schedule appointments Modify appointments Reschedule appointments Cancel appointments Search and view appointments Print appointments The following additional functionalities may be included depending on the practice's workflows: Appointment Reminder Letters Appointment Waitlists Recall Plans Group Scheduling Add an Appointment You can schedule an appointment for an event or event chain for a selected resource. View Existing Appointments for a Patient Resizing the Add or Edit Appointment Window Mark an Appointment as Kept You can mark an appointment as kept either manually or through the auto-flow process. Modifying an Appointment Rescheduling an Appointment Removing an Appointment Retaining an Appointment Linking Appointments Confirming Appointments Scheduling Conflicts Parent topic: Appointments

View Existing Appointments for a Patient

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Add an Appointment

View Existing Appointments from Add or Edit Appointment

View Existing Appointments from Appointment Lookup

View Existing Appointments from Patient Chart

View Appointments for the Active Patient

Appointment Scheduling

Add an Appointment

View Existing Appointments from Add or Edit Appointment

View Existing Appointments from Appointment Lookup

View Existing Appointments from Patient Chart

View Appointments for the Active Patient

Appointment Scheduling