Weekly Templates - Sched Admin

Help Guide for NextGen® Enterprise PM 8

Daily Templates - Sched Admin

On the Daily Templates tab, you create templates for resources whose appointment schedules can be accommodated with one or more daily templates. You can create separate daily templates for each resource, or can create a single daily template and apply it for multiple resources with the same schedule. After you create the daily templates, you can assign one or more daily templates to the calendar of each resource. After templates are assigned to the calendar, the templates are available for viewing and scheduling appointments for the resource in the Appointment Book window. Daily templates are created using Categories from Scheduling Administration window and Locations from File Maintenance window. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences, the Scheduling Administration window name changes to Practice Scheduling Administration. Existing daily templates are listed on the Daily Templates tab with the following information: Template:

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.

Help Guide for NextGen® Enterprise PM 8

Apply Templates to a Resource

After you create the templates, you can assign either Daily Templates or Weekly Templates to each resource, but you cannot assign both. The type of templates that can be assigned is determined by the Templates setting for the resource on the Add Resource or Edit Resource window. You can apply any of the following templates to a resource: Apply Weekly Templates Apply Daily Templates Apply Weekly Templates to a Resource You can assign a weekly template to a resource. Apply Daily Templates to a Resource You can assign daily template to a resource. Apply Multiple Templates to a Resource You can assign both weekly and daily template to a resource. Parent topic: Templates

Help Guide for NextGen® Enterprise PM 8

Add or Modify a Weekly Template

You can add a weekly template or edit the existing weekly template for a resource. 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 Weekly Templates tab. Do one of the following: To add a weekly template, select the open menu button, and select New. To modify an existing weekly template, select the template in the list, select the open menu button, and select Open. The Add Template or Edit Template window opens. In the Template field, enter a name for the template. The name appears in the Appointment Book window at the top of the resource's schedule column in Weekly Schedule View and Multi-View. This is a mandatory field. In the Associated Color field, select the open record button. The Color window opens. Select a c

Help Guide for NextGen® Enterprise PM 8

Templates

Templates determine the basic structure of the appointment book in NextGen® Enterprise PM. You can create weekly and daily templates to define various schedules for a resource in the practice. Each template assigns event categories and locations to specific blocks of time. One or more templates are then assigned to a resource's calendar. Using the templates makes the appointment scheduling process much easier and reduces scheduling errors, conflicts, and overbooking of appointments. For example, if resource is not available in the office on Wednesday afternoons, you can create a template that automatically prevents anyone from scheduling office appointments for the resource on Wednesday afternoons. If you have a staff meeting every Tuesday at noon, you can include that in your scheduling templates. Weekly Templates - Sched Admin You can create templates for resources to schedule appointment for a week. Daily Templates - Sched Admin You can create templates for resources to schedule app

Help Guide for NextGen® Enterprise PM 8

Add or Modify a Daily Template

You can add a daily template or edit the existing daily template for a resource. 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 Daily Templates tab. Do one of the following: To add a daily template, select the open menu button, and select New. To modify an existing daily template, select the template in the list, select the open menu button, and select Open. The Add Template or Edit Template window opens. In the Template field, enter a name for the template. The name appears in the Appointment Book window at the top of the resource's schedule column in Weekly Schedule View and Multi-View. This is a mandatory field. In the Associated Color field, select the open record button. The Color window opens. Select a color

Weekly Templates - Sched Admin

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Daily Templates - Sched Admin

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Add or Modify a Daily Template

Daily Templates - Sched Admin

Copy a Template

Apply Templates to a Resource

Add or Modify a Weekly Template

Templates

Add or Modify a Daily Template