Workflow Appointment Statuses

Help Guide for NextGen® Enterprise PM 8

Appointment Statuses

All appointments have one of the following statuses at a given point in time: Expected: The appointment is scheduled for the current or future date and is not in the Kept state. Kept: The appointment moves to the kept state in the following ways: When you select the Checkin/Create Encounter option for an appointment, it follows the autoflow process, which automatically selects the Appointment Kept option in the Add Appointment or Edit Appointment window. You can open the appointment, and select the Appointment Kept option manually without going through the Checkin/Create Encounter autoflow process. Cancelled: The appointment is cancelled. No Show: When the patient does not check-in or cancel the appointment, and if the Appointment Kept option was not automatically or manually selected, then the appointment status automatically changes to No Show after midnight on the scheduled day. Pending: The appointment is attached to the NextGen® Enterprise PM email and sent to the user requesting

Help Guide for NextGen® Enterprise PM 8

Workflow Appointment Statuses

In addition to the standard appointment statuses used in NextGen® Enterprise PM (expected, kept, cancelled, no show, and pending), you can create custom appointment statuses in NextGen® Enterprise EHR and can be used in the Workflow module. These workflow statuses can be integrated with the Appointment Book. When you select the Display appointment text in Workflow status color option in the General tab of the Appointment Scheduling Preferences window, the text color of scheduled appointments in NextGen® Enterprise PM changes to reflect the color of the appointment workflow status in NextGen® Enterprise EHR. Custom Appointment Statuses for use in workflow are created in Appointment Preferences in NextGen® Enterprise EHR. When the appointment status is changed in the Workflow module in NextGen® Enterprise EHR, the text color on the appointment changes to reflect the status selected. The text color of scheduled appointments in the Appointment Book in NextGen® Enterprise PM also changes to

NextGen® Mobile Help

Viewing Schedules

You can check the following patient information in the Schedule view: Patient demographics Appointment time and status Location Appointment life-cycle status with unique color check-in indicators. Note: The status and check-in indicators are based on the patient details in Patient Tracking in NextGen® Enterprise EHR version 6.0 and above and Workflow Status in NextGen® Enterprise PM. Workflow completion for a patient Room details, if recorded in NextGen® Enterprise EHRNote: The room details are based on the information in PAQ > Apts > Room. Reason for visit when recorded on the appointment in NextGen® Enterprise PMNote: The reason for visit is based on the information in PAQ > Apts > Reason for Visit. Note: If your patient in the Primary Care, Federally Qualified Health Centers (FQHC), or Behavioral Health specialty, synchronized with Population Health System (PHS) has clinical gaps in care with high risk scores, the warning indicator appears in the Schedule view. You can configure a c

NextGen® Mobile Help

Viewing Schedules

You can check the following patient information in the Schedule view: Patient demographics Appointment time and status Location Appointment life-cycle status with unique color check-in indicators. Note: The status and check-in indicators are based on the patient details in Patient Tracking in NextGen® Enterprise EHR version 6.0 and above and Workflow Status in NextGen® Enterprise PM. Workflow completion for a patient Room details, if recorded in NextGen® Enterprise EHRNote: The room details are based on the information in PAQ > Apts > Room. Reason for visit when recorded on the appointment in NextGen® Enterprise PMNote: The reason for visit is based on the information in PAQ > Apts > Reason for Visit. Note: If your patient in the Primary Care, Federally Qualified Health Centers (FQHC), or Behavioral Health specialty, synchronized with Population Health System (PHS) has clinical gaps in care with high risk scores, the warning indicator appears in the Schedule view. You can configure a c

Help Guide for NextGen® Enterprise PM 8

Appointment Statuses

All appointments have one of the following statuses at a given point in time: Expected: The appointment is scheduled for the current or future date and is not in the Kept state. Kept: The appointment moves to the kept state in the following ways: When you select the Checkin/Create Encounter option for an appointment, it follows the autoflow process, which automatically selects the Appointment Kept option in the Add Appointment or Edit Appointment window. You can open the appointment, and select the Appointment Kept option manually without going through the Checkin/Create Encounter autoflow process. Cancelled: The appointment is cancelled. No Show: When the patient does not check-in or cancel the appointment, and if the Appointment Kept option was not automatically or manually selected, then the appointment status automatically changes to No Show after midnight on the scheduled day. Pending: The appointment is attached to the NextGen® Enterprise PM email and sent to the user requesting

NextGen® Enterprise EHR Help

Create an Appointment

NextGen recommends to create and manage appointments in NextGen® Enterprise PM, not in NextGen® Enterprise EHR, if you use NextGen® Enterprise PM as your scheduling source. Appointments created in NextGen® Enterprise EHR are not communicated to NextGen® Enterprise PM. You can create an appointment in NextGen® Enterprise EHR only if you have the View by Provider display setting enabled. If you select View by Resource, you cannot create an appointment in NextGen® Enterprise EHR. You may also create an appointment in NextGen® Enterprise EHR if you use a third-party scheduling application instead of NextGen® Enterprise PM. You can create an appointment in the Appointments tab of the Workflow module. You can create a custom status for the appointment. Select a patient. Note: You must select a patient to create an appointment in the Appointments tab. Access the Appointments tab. Select New in the toolbar. Note: If there are no appointments scheduled for the selected day in the calendar, New

Workflow Appointment Statuses

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Appointment Statuses

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Workflow Appointment Statuses

Appointment Statuses

Workflow Appointment Statuses

Viewing Schedules

Viewing Schedules

Appointment Statuses

Create an Appointment