View Existing Appointments from Appointment Lookup

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 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

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

Appointment Lookup Window

From the main toolbar, select the ApptList button. The Appointment Lookup window opens. Enter the appropriate Search Criteria to locate an appointment for the patient. Select Find. In the Appointment List section, select the patient’s appointment. Right-click and select Recall. The Patient Recall window displays existing recalls for the patient. Parent topic: Print an Individual Recall Letter

Help Guide for NextGen® Enterprise PM 8

View a Recall Plan from the Appointment Lookup Window

On the main toolbar, select the ApptList button. The Appointment Lookup window opens. Enter the appropriate Search Criteria to locate an appointment for the patient. Select Find. In the Appointment List section, right-click on the patient’s appointment and select Recall from the menu. The Patient Recall window displays existing recalls for the patient. Parent topic: View Recall Plans

View Existing Appointments from Appointment Lookup

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View Existing Appointments from Add or Edit Appointment

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View Existing Appointments for a Patient

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View Existing Appointments from Add or Edit Appointment

View Existing Appointments from Patient Chart

View Existing Appointments for a Patient

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