Attach Cases to Appointments
Open
NextGen® Enterprise PM
.
On the main toolbar, select
ApptBook
.
Right-click an appointment, and then select
Open
.
The
Edit Appointment
window opens.
Select the open menu
icon next to
Case Description
and
Date
, and then select
Open Existing Case
.
The
Select Case
window opens.
Select the case to be attached to the appointment, and then select
OK
.
Note:
In
Practice Preferences
>
Case Management
, when you clear the
Allow encounter payers to differ when case is attached
preference:
You can attach a case to an appointment marked as Self Pay.
You cannot attach a case to an appointment when the appointment insurance differs from the case insurance.
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Attach Cases to Appointments
Help Guide for NextGen® Enterprise PM 8
Send Appointment Through Email
In NextGen® Enterprise PM, if you want someone to modify or delete an appointment, you can attach the appointment to an email and send it to the recipient asking to do the modification so that no important information is missed. You can attach appointments to mail in all views of the Appointment Book window, except for the Monthly view tab. When you send an email with an action request, a copy of the mail is automatically saved in the pending folder. You can always check the pending folder to track the outstanding issues. When the recipient takes action on the appointment through the Edit Appointment button, a confirmation is loaded into the Confirmation field, and automatically sends a confirmation message to the sender. When the sender receives the confirmation message, the email is removed from the sender's pending folder. The message that is stored in the sent folder then has the Confirmation field filled in. If you sent the email to multiple recipients, the system accepts the firs
Help Guide for NextGen® Enterprise PM 8
Add Appointments
You can schedule an appointment for a resource at a particular time and date. Open NextGen® Enterprise PM. From the main toolbar, select ApptBook. The Appointment Book window opens. Note: To improve the response time, you can open the Appointment Scheduling preferences and select the Only show my preferred resources option under the Resources tab. In the Daily, Weekly Schedule, or Multi-View tabs, select a resource, date, and time slot to schedule an appointment. To add an appointment, do one of the following: From the Appointment Book toolbar, select Add Appt . Right-click the time slot and select New. Double-click the time slot. Enter the details in the mandatory fields. To select and link a person or patient to the appointment, select the open menu icon in the upper-right side of the Add Appointment window and select the patient. Select a Referring Physician for the appointment. Select the open menu icon and select Open Existing Encounters or double-click an encounter to attach it t
Help Guide for NextGen® Enterprise PM 8
Attach a Case to an Appointment
Open the Appointment Book window. Right-click an appointment and select Open the appointment. The Edit Appointment window opens. Select the open menu button that is located next to the Case Description and Date fields and select Open Existing Case. The Select Case window opens. Double-click to select the case to be attached to the appointment. Select OK to save changes and close the window. Parent topic: Add an Appointment
Help Guide for NextGen® Enterprise PM 8
Open the Active Patient Records to Link New Appointments
In NextGen® Enterprise PM, select the Appt Book icon on the main toolbar. The Appointment Book window opens. From Appointment Book, open the Add Appointment window. Select open menu next to First, and then select Access Active Patient from the menu. The active patient record is linked to the new appointment. Parent topic: Opening the Active Patient Record
Help Guide for NextGen® Enterprise PM 8
Link Active Patients to a New Appointment
From the main toolbar in NextGen® Enterprise PM, select ApptBook. In the Appointment Book window, select Add Appt. In the Add Appointment window, select the open menu icon next to Last Name, and then select Access Active Patient. The active patient record is linked to the new appointment. Parent topic: Search for Patients in NextGen Enterprise PM
Help Guide for NextGen® Enterprise PM 8
Appointment Level Insurance for Cost Estimation
You can open the cost estimation window for an appointment from the Appointment Book or Appointment Lookup windows. The following enhancements have been made for the cost estimation at the appointment level. When you open the Estimate Patient Cost window from Appointment Book or Appointment Lookup, the cost is estimated at the insurance linked to the appointment. You can view all the insurances attached to the appointment. When you open the Estimate Patient Cost window from Appointment Book or Appointment Lookup and do not attach any insurance to the appointment, no insurance appears in the Estimate Patient Cost window and the Self Pay check box is selected by default. In the NextGen® Enterprise PM Practice Preferences, the Appointment Insurance field has been added in the Required on link appt section on the Appt Scheduling tab. The Self Pay check box has been added in the Appointment Insurance section in the Add Appointment window to add and view insurances attached to the appointmen
icon next to Case Description and Date, and then select Open Existing Case.
The Select Case window opens.