Cancel Group Appointments

Help Guide for NextGen® Enterprise PM 8

Schedule Recurring Appointments from Existing Group Appointments

Open NextGen® Enterprise PM. From the main toolbar, select ApptBook. In the Daily, Weekly, Weekly Schedule, or Multi-View, right-click an individual appointment scheduled as part of a group appointment, and then select Open > Group Appointment. To create additional recurring group appointments with the same details, select the Make Recurring link. The Recurring Appointment window opens. In the Next Occurrence field, select the date for the next group appointment in the recurring series. Select End after [n] Occurrences or End on [mm/dd/yyyy]. Note: This option is selected by default with an end date of one year from the current appointment date. In Occurs, select Daily, Weekly, Monthly, or Yearly for the occurrence frequency, and then enter the corresponding details. Note: Daily is selected by default. To display a message when a category conflict is found, select the Check for Conflicting Categories checkbox. This checkbox is selected by default. For example, the category on the time

Help Guide for NextGen® Enterprise PM 8

Set Up Recurring Appointments from Group Appointments

Open NextGen® Enterprise PM. From the main toolbar, select ApptBook. From the Daily, Weekly Schedule or Multi-View view, select the resource, date and time slot for the first group appointment in the recurring series. Do one of the following: From the appointment toolbar, select Add Group Appts. Right-click on the time slot, and then select New > Group Appointment. The Add Group Appointment window opens. Enter the mandatory details for the appointment. To save the first group appointment and create additional recurring group appointments with the same information, select the Make Recurring link. A message appears to save the current group appointment and create individual appointments for members in the group. Select Yes. The Recurring Appointment window opens. In the Next Occurrence field, select the date for the next group appointment in the recurring series. Select End after [n] Occurrences or End on [mm/dd/yyyy]. Note: The date option is selected by default with an end date of one

Help Guide for NextGen® Enterprise PM 8

Cancel Group Appointments

When you cancel a group appointment, all associated individual member appointments are also automatically cancelled. A group appointment in a recurring series has a combination of linked and unlinked group appointments. You can determine the group appointment that needs to canceled. You can also cancel a group appointment shell which can be a part of recurring series or a non-recurring one. In NextGen® Enterprise PM, open the appointment book. From the Daily, Weekly List, Weekly Schedule, or Multi-View view, right-click an individual appointment that is scheduled as part of a group appointment, and then select Open > Group Appointment. The Edit Group Appointment window opens. Edit Group Appointment Before you cancel a group appointment, clear any indicators against member appointments under the Associated Member Appointments section. The Cancelled check box becomes available. Select the Cancelled check box. Then select a reason for cancellation. Note: Reason is a required field, which

Help Guide for NextGen® Enterprise PM 8

Modify an Individual Appointment Created from a Group Appointment

Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. Select the Group Check-in icon. The group modal window opens. Select the member's individual appointment. Right-click and then select Open > Appointment. The Edit Appointment window opens. Modify the appointment as needed. Select OK. Modifications made to the appointment are saved. If the appointment is part of a recurring series and you changed the Date, Time, Event, Duration, Resources or Service Location, the appointment is removed from the recurring series. If you modified the Date, Time, Event, Duration, Resources or Service Location field, the Reschedule Reason window opens. If the Reschedule Reason window opens, select a reason for rescheduling the appointment. This field is required. Select OK. Parent topic: Scheduling Group Appointments

Help Guide for NextGen® Enterprise PM 8

Schedule Recurring Appointments from Existing Group Appointments

Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. Select the Group Check-in icon. The group modal window opens. Select the member's individual appointment. Right-click and then select Open > Group Appointment. The Edit Appointment window opens. To create additional recurring group appointments with the same details, select the Make Recurring link. The Recurring Appointment window opens. In Next Occurrence, select the date for the next group appointment in the recurring series. Select End after [n] Occurrences or End on [mm/dd/yyyy]. Note: This option is selected by default with an end date of one year from the current appointment date. In Occurs, select Daily, Weekly, Monthly, or Yearly for the occurrence frequency, and then enter the corresponding details. Note: Daily is selected by default. To display a message when a category conflict is found, select the Check for Conflicting Categories checkbox. This checkbox is selected by default. For example, the category on th

Help Guide for NextGen® Enterprise PM 8

Modify a Group Appointment

You can modify a group appointment if needed. Any modifications made to a group appointment will automatically update the associated individual member appointments with the same changes. You can also manage whether other group appointments in a recurring series should be updated with the same information. Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. Select the Group Check-in icon. The group modal window opens. Select the member's individual appointment. Right-click and then select Open > Group Appointment. In Edit Appointment, update the required details. Select OK. Select Yes. In Reason for appointment reschedule, select a reason from the drop-down list and then select OK. The Update Recurring Group Appointments window opens. In Group Recurrences, do the following: Select the checkbox for recurring group appointments that should be updated with the same modifications. Appointments are selected by default. Clear the checkbox for recurring group appointments that s

Cancel Group Appointments

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Schedule Recurring Appointments from Existing Group Appointments

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Schedule Recurring Appointments from Existing Group Appointments

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