Appointment Lookup Search Criteria

The following table describes the fields that are available in the Search Criteria section of the Appointment Lookup window:

Field	Description
Last	You must enter the patient's last name.
First/Preferred	You must enter the patient's first name or preferred name.
Middle	You must enter the patient's middle name.
Suffix	You must select the patient's last name suffix. Note: This field appears when you select the Include suffix on lookup screens option in the General tab of the Practice Preferences window.
Date of Birth	You must enter the patient's birth date in MM/DD/YYYY format.
Social Security	You must enter the patient's social security number.
Description	You must enter all or part of the text in the Description field on the Edit Appointment window.
Status	You can select one or more appointment statuses from the following: Canceled Expected Kept No Show Pending Note: The default appointment status that you select in the Default appointment lookup status option in the General tab of the Appointment Scheduling Preferences window appears by default.
Appointment Date	You must select a pre-defined appointment date range. When you select the appointment date, the value for the Beginning and Thru fields fills automatically. Note: The default appointment date that you select in the Default appointment lookup dateoption in the General tab of the Appointment Scheduling Preferences window appears by default.
Beginning /Thru	You can enter a custom appointment date range. Note: When you enter the custom date range,the value in the Appointment Date field automatically changes to Custom Date.
Event	You must select one or more appointment events.
Resource	You must select one or more appointment resources.
Class	You must select one or more classes, or resource groupings.
Service Location	You must select one or more appointment locations. Note: This field appears only for practices with multiple locations.
Search by	You can select one of the following search options: Med Rec Nbr: Enter the patient's Medical Record Number. Person Nbr: Enter the patient's Person Number. Other ID Nbr: Enter the patient's Other ID Number. Note: The option you select in the Person Lookup Search By field in the General tab of the Practice Preferences window appears by default.
User Defined	You can select a user-defined field to search for appointments that are specific to the value entered in the user-defined field. Note: Appointment User-Defined fields 1 - 8 are created in the Appt Scheduling tab of the Practice Preferences window. When you select the User-Defined value 1, 2, 3, or 4, you can enter the text in the field to the right. When you select the User-Defined value 5, 6, 7, or 8, you can select an item from the corresponding master list in the field to the right.
Workflow Status	You can select one or more workflow statuses that are defined in NextGen® Enterprise EHR.
Patient Group	You must select a patient group to limit the search results to include only appointments for patients in the selected group. Note: This field appears only if you select the Enable Group Scheduling option in the Appt Scheduling tab of the Practice Preferences window.
Confirmed	You must select this option to limit the search results to include only confirmed appointments.
Deleted	You must select this option to limit the search results to include only deleted appointments.
Retained	You must select this option to limit the search results to include only retained appointments.
Rescheduled	You must select this option to limit the search results to include only the appointments that are rescheduled.
Booked in Patient Portal	You must select this option to limit the search results to include only appointments that are booked from requests received from the NextGen® PxP Portal.
Do not refresh lookup after updating appointments	You must select this option if you do not want the current list of appointments that match the search criteria to be updated after you access and modify one or more appointments in the list. Note: The modified appointments no longer match the search criteria, but they remain in the current list.
Self Pay	You must select the option to indicate that the appointment is for Self Pay in the insurance section.
Primary Appt Insurance	You can select multiple insurances from the Primary Appointment Insurance filter. Note: If multiple insurances are selected, the results displays any appointment that has at least one of the selected insurances as the primary appointment insurance.

The following table describes the fields that are available in the Search Criteria section of the Appointment Lookup window:

Field	Description
Last	You must enter the patient's last name.
First/Preferred	You must enter the patient's first name or preferred name.
Middle	You must enter the patient's middle name.
Suffix	You must select the patient's last name suffix. Note: This field appears when you select the Include suffix on lookup screens option in the General tab of the Practice Preferences window.
Date of Birth	You must enter the patient's birth date in MM/DD/YYYY format.
Social Security	You must enter the patient's social security number.
Description	You must enter all or part of the text in the Description field on the Edit Appointment window.
Status	You can select one or more appointment statuses from the following: Canceled Expected Kept No Show Pending Note: The default appointment status that you select in the Default appointment lookup status option in the General tab of the Appointment Scheduling Preferences window appears by default.
Appointment Date	You must select a pre-defined appointment date range. When you select the appointment date, the value for the Beginning and Thru fields fills automatically. Note: The default appointment date that you select in the Default appointment lookup dateoption in the General tab of the Appointment Scheduling Preferences window appears by default.
Beginning /Thru	You can enter a custom appointment date range. Note: When you enter the custom date range,the value in the Appointment Date field automatically changes to Custom Date.
Event	You must select one or more appointment events.
Resource	You must select one or more appointment resources.
Class	You must select one or more classes, or resource groupings.
Service Location	You must select one or more appointment locations. Note: This field appears only for practices with multiple locations.
Search by	You can select one of the following search options: Med Rec Nbr: Enter the patient's Medical Record Number. Person Nbr: Enter the patient's Person Number. Other ID Nbr: Enter the patient's Other ID Number. Note: The option you select in the Person Lookup Search By field in the General tab of the Practice Preferences window appears by default.
User Defined	You can select a user-defined field to search for appointments that are specific to the value entered in the user-defined field. Note: Appointment User-Defined fields 1 - 8 are created in the Appt Scheduling tab of the Practice Preferences window. When you select the User-Defined value 1, 2, 3, or 4, you can enter the text in the field to the right. When you select the User-Defined value 5, 6, 7, or 8, you can select an item from the corresponding master list in the field to the right.
Workflow Status	You can select one or more workflow statuses that are defined in NextGen® Enterprise EHR.
Patient Group	You must select a patient group to limit the search results to include only appointments for patients in the selected group. Note: This field appears only if you select the Enable Group Scheduling option in the Appt Scheduling tab of the Practice Preferences window.
Confirmed	You must select this option to limit the search results to include only confirmed appointments.
Deleted	You must select this option to limit the search results to include only deleted appointments.
Retained	You must select this option to limit the search results to include only retained appointments.
Rescheduled	You must select this option to limit the search results to include only the appointments that are rescheduled.
Booked in Patient Portal	You must select this option to limit the search results to include only appointments that are booked from requests received from the NextGen® PxP Portal.
Do not refresh lookup after updating appointments	You must select this option if you do not want the current list of appointments that match the search criteria to be updated after you access and modify one or more appointments in the list. Note: The modified appointments no longer match the search criteria, but they remain in the current list.
Self Pay	You must select the option to indicate that the appointment is for Self Pay in the insurance section.
Primary Appt Insurance	You can select multiple insurances from the Primary Appointment Insurance filter. Note: If multiple insurances are selected, the results displays any appointment that has at least one of the selected insurances as the primary appointment insurance.

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