Weekly Template Options

Menu Selection	Description
Apply Category	You can select this option to apply the category that you select in the Category field to the selected time slots. Note: This menu option is available only if you select a category.
Apply Location	You can select this option to apply the location that you select in the Service Location field to the selected time slots. Note: This menu option is available only if you select a service location.
Apply Both Category/Location	You can select this option to apply the category and location that you select in the Category and Service Location fields to the selected time slots. Note: This menu option is available only if you select a category and a service location.
Apply Daily Template	You can select this option to apply the daily template that you select in the Daily Template field to a selected day in the weekly template. To use a daily template in a weekly template, do the following: Select a daily template in the Daily Template field. Note: Only the daily templates with the time intervals that are compatible with the weekly template time interval are listed Daily Template field. Select a time slot on the day to apply the daily template. Right-click and select Apply Daily Template. The daily template is applied to the selected day.
Clear Selection	You can select this option to clear the previously applied categories or service locations from the selected time slots.
Clear Week	You can select this option to clear all previously applied categories and service locations from the entire template.
Decrease Overbooking	Each time slot with an applied category displays the category name and a number in parentheses. For example, if you have three in the parentheses, it indicates that the time slot accepts three appointments. To decrease the number of appointments for a specific time slots: Select the desired time slots. Right-click and select Decrease Overbooking from the menu. The number changes from (3) to (2). Repeat as needed to decrease the number of appointments for the selected time slots. The minimum is (1).
Increase Overbooking	Each time slot with an applied category displays the category name and a number in parentheses. For example, if you have one in the parentheses, it indicates the time slot accepts one appointment. To increase the number appointments for a specific time slots, do the following: Select the desired time slots. Right-click and select Increase Overbooking from the menu. The number changes from (1) to (2). Repeat as needed to increase the number of appointments for the selected time slots.

Help Guide for NextGen® Enterprise PM 8

Daily Template Options

The following table describes the different options for a time slot: Menu Selection Description Apply Category You can select this option to apply the category that you select in the Category field to the selected time slots. Note: This menu option is available only if you select a category. Apply Location You can select this option to apply the location that you select in the Service Location field to the selected time slots. Note: This menu option is available only if you select a service location. Apply Both You can select this option to apply the category and location that you select in the Category and Service Location fields to the selected time slots. Note: This menu option is available only if you select a category and a service location. Clear Selection You can select this option to clear the previously applied categories or service locations from the selected time slots. Clear Day You can select this option to clear all previously applied categories and service locations from

Help Guide for NextGen® Enterprise PM 8

Apply Daily Templates to a Resource

You can assign a daily template to a resource's calendar. In NextGen® Enterprise PM, select Admin > Scheduling Admin. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. Select the Resources tab. From the list, select the Resource to assign the templates. Select the open menu button and select Open. The Edit Resource window opens. In the Templates section, select Daily Templates. This defines the type of templates that can be applied to the resource. This defines the type of templates that you can apply to the resource. Note: To change the template type for an existing resource, you must clear all the templates that are applied to any part of the calendar. For example, to change from daily templates to weekly templates, all daily templates must be cleared from the resource's calendar. The

Help Guide for NextGen® Enterprise PM 8

Weekly Schedule View

The Weekly Schedule view displays the appointment schedule of a resource for a week (Monday - Sunday). This view displays the appointments that are already scheduled on the selected week for the selected resource. You can use the Next Week and Previous Week buttons on the toolbar to move the calendar from one week to another. You can select the Change Resources button on the toolbar to change the resource and view the appointment schedule for the selected resource. Following are the features of the Weekly Schedule view: Each column represents one day. Columns can be resized. You must scroll to the left to view the schedules for Sunday and to the right for Saturday. The color assigned to each time slot indicates the applied category. The color displayed to the right of each time slot indicates the assigned location. Note: If there is only one location for a practice, the location column does not appear. The scheduled appointments display the patient's name from the Description field on

Help Guide for NextGen® Enterprise PM 8

Apply Weekly Templates to a Resource

You can assign a weekly template to a resource's calendar. In NextGen® Enterprise PM, select Admin > Scheduling Admin. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. Select the Resources tab. From the list of resources, select the Resource to assign the templates. Select the open menu button and select Open. The Edit Resource window opens. In the Templates section, select Weekly Templates. This defines the type of templates that you can apply to the resource. Note: To change the template type for an existing resource, you must clear all the templates that are applied to any part of the calendar. For example, to change from weekly templates to daily templates, all weekly templates must be cleared from the resource's calendar. The template type can then be changed for the resource. Sele

Help Guide for NextGen® Enterprise PM 8

Statistical Analysis of Appointments Report Columns

The following columns are available on the Statistical Analysis of Appointments report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the appointments Loc Name Service Location Name Appointments Location SubGrp 1 Location Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Location SubGrp 2 Location Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Res Name Resource Name Appointments Event Event Name Appointments Appt Date Appointment Date Appointments Beg Tm Begin Time Appointments End Tm End Time Appointments Dur Duration Appointments Nbr Sched Number Scheduled Calculated Nbr Kept Number Kept Number of appointments with Kept status Per Kept Percentage Kept Calculated Nbr Canc Number Cancelled Number of appointments with Cancelled status Per Canc Percentage Cancelled Calculated Nbr NS Number No Shows Number of appointments with No S

Help Guide for NextGen® Enterprise PM 8

Copy a Template

You can copy an existing daily or weekly template when there is a need for two templates that are same or very similar. When a template is copied, all the information that is associated with the original template is copied to the new template, including time interval, categories, locations, and time slot overbooking allowances. You can then edit the new template as needed for a specific resource. For example, a resource's schedule is the same every week, but the resource is out of the office on alternate Friday afternoon. Copy the first template and then edit the second template to block out Friday afternoons. You can apply the two templates to the resource's calendar by applying each template for alternate week. Another example, Dr. Smith and Dr. Jones have the same schedule, but they work from different locations. Copy Dr. Smith's template and then modify the location on the second template for Dr. Jones. The two templates can then be assigned to the appropriate provider's calendar.

Weekly Template Options

Recommendations

Daily Template Options

Apply Daily Templates to a Resource

Weekly Schedule View

Apply Weekly Templates to a Resource

Statistical Analysis of Appointments Report Columns

Copy a Template

Daily Template Options

Apply Daily Templates to a Resource

Weekly Schedule View

Apply Weekly Templates to a Resource

Statistical Analysis of Appointments Report Columns

Copy a Template