View Existing Appointments from Patient Chart

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. Th

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

Delete an Appointment From Clinical History/Notes

You can delete an appointment from the Clinical History/Notes tab of the Patient Chart window: From the main toolbar, select Chart. The Patient Chart window opens. Click the Clinical History/Notes tab. From the list of topics in the Topics section, click the Appointments topic. The existing appointments for the patient appear in the Details section. Right-click the appointment to be deleted and select Open from the menu. The Edit Appointment window opens. Click the Delete button. A message appears asking to confirm if you want to delete the selected appointment. Click OK to delete the appointment. The appointment is removed from the schedule. The appointment status does not change but, the appointment now has a deleted indicator. Parent topic: Delete 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

Patient Chart > Patient Information Bar

Note: The Show Patient Information Bar option must be enabled in Practice Preferences > Patient Information Bar > PM tab, and in General User Preferences > Chart tab. Access the Patient Chart. From the Patient Information Bar, select the Recall Plans button. The Clinical History/Notes tab > Recall topic displays. The section on the right displays existing recalls for the patient. Select the recall to be stopped. Right-click and select Stop. Parent topic: Stop a Recall Manually

View Existing Appointments from Patient Chart

Before you begin

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View Existing Appointments from Add or Edit Appointment

View Existing Appointments from Patient Chart

View Existing Appointments for a Patient

Delete an Appointment From Clinical History/Notes

View Existing Appointments from Add or Edit Appointment

Patient Chart > Patient Information Bar

View Existing Appointments from Add or Edit Appointment

View Existing Appointments from Patient Chart

View Existing Appointments for a Patient

Delete an Appointment From Clinical History/Notes

View Existing Appointments from Add or Edit Appointment

Patient Chart > Patient Information Bar