Categories Tab - Sched Admin

Help Guide for NextGen® Enterprise PM 8

Event Chains Tab - Sched Admin

On the Event Chains tab, you can define groupings of events or appointment types that must be scheduled together as a series of appointments. You can use an event chain to schedule multiple appointments for a patient simultaneously instead of scheduling each appointment separately. The individual events within an event chain are referred to as event chain members. Event chain members can be scheduled with the same or different resources, within minutes, hours, or days of each other. The event chain setup determines whether the event chain members must be scheduled in a specific sequence or scheduled in a best fit sequence. Note: Specific parameters for each member event, such as resource duration overrides, default resources, appointment limits, SIM members, valid locations, and so on are defined on the Events tab of the Scheduling Administration window. When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences the Scheduling Administration window name

Help Guide for NextGen® Enterprise PM 8

Classes Tab - Practice Scheduling Admin

On the Classes tab, you define classifications or groupings for the resources that you schedule appointments for in your practice. Classes can be used to search for an open time slot within a group of similar resources. When using the appointment search ahead function to find an available time slot, you can search using an individual resource or a class of resources. Searching by class is useful when you need to scan through the schedules of multiple resources to find the first available appointment. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences, the Scheduling Administration window name changes to Practice Scheduling Administration. Existing classes are listed on the Classes tab with the following information: Classification: The name of the class. The following options are available from the open menu button, or the right-click menu: New: To create a classification. Open: To open a classification. Delete: To delete a classification.

Help Guide for NextGen® Enterprise PM 8

Events Tab - Sched Admin

On the Events tab, you define the various types of appointments that will be scheduled for patients in the practice. Note: When you select the Enable Enterprise Appointment Scheduling option in the Practice Preferences window, the Scheduling Administration window name changes to Practice Scheduling Administration. Existing events are listed on the tab with the following information: Event: Name of the event. Short: Short description for the event (1 - 3 characters). Duration: Default duration for the event, in minutes. Color: Background color defined for the event. The following options are available from the open menu button, or the right-click menu: New: To create a new event. Open: To open an existing event. Hide: To hide or unhide an existing event. Print: To print an Event Listing report. Add or Modify an Event You can add events or modify an existing event. Assign Colors to an Event You can assign background and foreground colors to an event. Hide an Event You can hide an event f

Help Guide for NextGen® Enterprise PM 8

Categories Tab - Sched Admin

On the Categories tab, you define groupings of events, or appointment types. You can use the categories while creating weekly and daily templates for resources. Each category is mapped to a specific time slot within a template, restricting the types of events that you can schedule appointments for the specified times. You can define color for each category and it displays in the Appointment Book window when you schedule an appointment. The color provides users at-a-glance guidance as to where certain type of appointments can be scheduled. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences, the Scheduling Administration window name changes to Practice Scheduling Administration. Existing categories are listed on the Categories tab with the following information: Category: Name of the category. Color: Background color defined for the category. The following options are available from the open menu button, or the right-click menu: New: To crea

Help Guide for NextGen® Enterprise PM 8

Print a Category

In NextGen® Enterprise PM, select Admin > Scheduling Administration. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. On the Categories tab, select the category that you want to print. Select open menu, and select Print. The NextGen Report Filter: Category Listing window opens. Note: The report has the following options: Columns Filter 2 Sort Totals On the report, select OK. The Category Listing report opens with the following details of the Category. Category Member Events Parent topic: Categories Tab - Sched Admin

Help Guide for NextGen® Enterprise PM 8

Add or Modify a Category

In NextGen® Enterprise PM, select Admin > Scheduling Admin. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. Select the Categories tab. Do one of the following: To add a category, select the open menu button, and select New. To modify an existing category, select a category, select the open menu button, and select Open. The Add Category or Edit Category window opens. In the Category field, enter a name for the category. The name displays in the upper-right corner of the Appointment Book window when you hover the mouse over a time slot that has the category assigned. This is a required field. In the Background Color field, select the open record button. The Color window opens. Select a background color to display in the Appointment Book window on time slots where the category is assigned

Categories Tab - Sched Admin

Recommendations

Event Chains Tab - Sched Admin

Classes Tab - Practice Scheduling Admin

Events Tab - Sched Admin

Categories Tab - Sched Admin

Print a Category

Add or Modify a Category

Categories Tab - Sched Admin

Event Chains Tab - Sched Admin

Classes Tab - Practice Scheduling Admin

Events Tab - Sched Admin

Categories Tab - Sched Admin

Print a Category

Add or Modify a Category