View Existing Appointments from Add or Edit Appointment

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 Existing Appointments for a Patient

You can view existing appointments for a patient from the following locations in NextGen® Enterprise PM: Appointment Lookup window. Add Appointment and Edit Appointment window Patient Information Bar in the Patient Chart. Clinical History/Notes tab in the Patient Chart. View Existing Appointments from Appointment Lookup View Existing Appointments from Add or Edit Appointment View Existing Appointments from Patient Chart You can view existing appointments for a patient from the Patient Chart window. Parent topic: Appointment Scheduling

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

View a Recall Plan from the Add/Edit Appointment Window

From the Appointment Book, open the patient’s appointment. The Edit Appointment window opens. Select the Recall/Waitlist tab The Recalls section of the tab displays existing recalls for the patient. Parent topic: View Recall Plans

View Existing Appointments from Add or Edit Appointment

Recommendations

View Existing Appointments from Appointment Lookup

View Existing Appointments from Patient Chart

View Existing Appointments for a Patient

View Linked Appointments

Link Multiple Appointments

View a Recall Plan from the Add/Edit Appointment Window

View Existing Appointments from Appointment Lookup

View Existing Appointments from Patient Chart

View Existing Appointments for a Patient

View Linked Appointments

Link Multiple Appointments

View a Recall Plan from the Add/Edit Appointment Window