Applying Operating Hours in Appointment Book

Help Guide for NextGen® Enterprise PM 8

Operating Hours in Appointment Scheduling Practice Preferences

In NextGen® Enterprise Practice Preferences, the Operating Hours fields have been added in the View Options section on the Appt Scheduling tab. You can set the start time, end time, and days of the week as part of the operating hours in NextGen® Enterprise PM. You can also hide appointment slots that are not within operating hours by selecting the Apply operating hours to Scheduling Admin templates and Appointment Book option. The following are the Operating Hours fields: Time: Start Time and End Time Days: Mon, Tue, Wed, Thurs, Fri, Sat, Sun Apply operating hours to Scheduling Admin templates and Appointment Book Parent topic: Appointment Book

Help Guide for NextGen® Enterprise PM 8

Appointment Book Views

In the Appointment Book window, you can view the appointment schedules for resources and locations within the practice in different ways. The following views are available: Daily Weekly List Weekly Schedule Monthly Multi-View You can select the view in the Start appt book with this view option in the General tab of the Appointment Scheduling Preferences window to determine the view that appears when you open the Appointment Book for the first time. You can select the practice in the Resource Selection/Order option in the Multi View tab of the Appointment Scheduling Preferences window to determine the resource that appears when you open the Appointment Book for the first time. Note: The first resource listed in the Resource Selection/Order appears. Daily View You can get more detailed information about the daily view of appointments for a resource. Weekly List View You can know more detailed information about the weekly list view of appointments for a resource. Weekly Schedule View You

Help Guide for NextGen® Enterprise PM 8

Custom Tooltip

When you select one or more custom tooltips in the Tooltip tab of the Appointment Scheduling Preferences window, a custom tooltip appears after a few seconds when you point over a scheduled appointment in the Appointment Book window. The tooltip works in Daily view, Weekly Schedule view and Multi-View. You can define the Appointment Information that appears in the custom tooltip. It enables you to view the patient's appointment information without opening it. You can select the X button to close the custom tooltip. Appointment information shown in blue text on the custom tooltip provides a link with direct access to that information. For example, when you select the Patient Birth Date option, the Update Patient Information window opens. When you select the Appointment Event option, the Edit Appointment window opens. Custom Tooltip Items Custom tooltip items are available in the tooltip tab of the appointment scheduling preferences window. Parent topic: Appointment Book

Help Guide for NextGen® Enterprise PM 8

Category and Location Tooltip

When you select the Show category and location tooltips on appointment book option in the General tab of the Appointment Scheduling Preferences window, a tooltip appears when you point the mouse over a time slot in the Appointment Book window. The tooltip is available in Daily view, Weekly Schedule view and Multi-View and displays the following information: Appt Start Time Resource Category Location Note: The category and location details appear in the upper-right corner of the Appointment Book window if you either select or do not select the tooltip option in User Preferences window. If a template is set up in scheduling administration to enable a time slot to be overbooked, the tooltip for that time slot in the Appointment Book window displays the number of scheduled appointments and the number of remaining appointments that can be scheduled. For example, a time slot is set up in a template to enable three appointments. When the first appointment is scheduled in the slot, the tooltip

Help Guide for NextGen® Enterprise PM 8

Appointment Book

The Appointment Book window in NextGen® Enterprise PM provides an overview of the appointment schedule for the various resources and locations within the practice. The appointment book is used to schedule, reschedule, and cancel patient appointments. You can view appointments for: An individual resource for a specific day, week, or month. Multiple resources at the same time for a specific day. To access Appointment Book in NextGen® Enterprise PM, do one of the following: From the main toolbar, select the ApptBook button. From the Tasks menu, select Appt Book. Appointment Book Toolbar Operating Hours in Appointment Scheduling Practice Preferences Applying Operating Hours in Appointment Book Appointment Statuses You can get different appointment statuses and their description. Category and Location Tooltip You can know more information about the category and location tooltips and where to find them in the appointment book. Custom Tooltip You can get more information about appointments us

Help Guide for NextGen® Enterprise PM 8

Appointment Book Views

In the Appointment Book window, you can view the appointment schedules for resources and locations within the practice in different ways. The following views are available: Daily Weekly List Weekly Schedule Monthly Multi-View You can select the view in the Start appt book with this view option in the General tab of the Appointment Scheduling Preferences window to determine the view that appears when you open the Appointment Book for the first time. You can select the practice in the Resource Selection/Order option in the Multi View tab of the Appointment Scheduling Preferences window to determine the resource that appears when you open the Appointment Book for the first time. Note: The first resource listed in the Resource Selection/Order appears. Daily View You can get more detailed information about the daily view of appointments for a resource. Weekly List View You can know more detailed information about the weekly list view of appointments for a resource. Weekly Schedule View You

Applying Operating Hours in Appointment Book

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Operating Hours in Appointment Scheduling Practice Preferences

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Applying Operating Hours in Appointment Book

Operating Hours in Appointment Scheduling Practice Preferences

Appointment Book Views

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Category and Location Tooltip

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Appointment Book Views