Delete an Appointment

Help Guide for NextGen® Enterprise PM 8

Removing an Appointment

To remove an appointment from the schedule, you can either Cancel the appointment, or Delete the appointment. Both canceled and deleted appointments retain a record in the patient's chart and are available on reports. When you cancel an appointment, you are prompted to select an Appointment Cancellation Reason. This is useful for tracking the various reasons that appointments are canceled. When you cancel the appointment, it is removed from the schedule and the appointment status changes to canceled. When you delete an appointment, you are not prompted to select an Appointment Cancellation Reason. When you cancel the appointment, it is removed from the schedule. The appointment status does not change, but the appointment now has a deleted indicator. Cancel an Appointment You can cancel an appointment from the Appointment Book if the patient asks to cancel.You can cancel an appointment from the Appointment Lookup window for a patient.You can cancel an appointment from the Patient Chart

Help Guide for NextGen® Enterprise PM 8

Delete Recurring Appointments

When you delete an appointment that is part of a recurring series, you can select the other recurring occurrences in the series from the Delete Appointment window if you want to delete them as well. Open the Appointment Book window. Select an appointment to be deleted that is part of a recurring series of appointments. Do one of the following: Right-click the appointment and select Delete. Select the appointment and select the Delete Appt button on the Appointment Book toolbar. Open the appointment and select the Delete button on the Edit Appointment window. The Delete Appointment window opens. In the Recurring Appt Dates section, do the following: Select the recurring occurrence that must be deleted. Clear the selection for the recurring occurrence that you do not to delete. In the Delete Options section, clear the selection for the Delete All Recurring Instances option if you do not want to delete all the linked appointments. Note: This option is selected by default. Select OK to sav

Help Guide for NextGen® Enterprise PM 8

Delete Linked Appointments

When you delete an appointment for a patient, if there are multiple appointments on the same day or in the future, you can select the linked appointments from the Delete Appointment window if you want to delete them as well. Open the Appointment Book window. Select an appointment to be deleted that is also linked to other appointments. Do one of the following: Right-click the appointment and select Delete. Select the appointment and select the Delete Appt button on the Appointment Book toolbar. Open the appointment and select the Delete button on the Edit Appointment window. The Delete Appointment window opens. In the Linked Appointments section, do the following: Select the linked appointments that you want to delete. Clear the selection for the linked appointments that you do not want to delete. In the Delete Options section, clear the selection for the Delete All Linked Appointments option if you do not want to delete all the linked appointments. Note: This option is selected by def

Help Guide for NextGen® Enterprise PM 8

Delete an Appointment From Clinical History/Notes

You can delete an appointment from the Clinical History/Notes tab of the Patient Chart window: From the main toolbar, select Chart. The Patient Chart window opens. Click the Clinical History/Notes tab. From the list of topics in the Topics section, click the Appointments topic. The existing appointments for the patient appear in the Details section. Right-click the appointment to be deleted and select Open from the menu. The Edit Appointment window opens. Click the Delete button. A message appears asking to confirm if you want to delete the selected appointment. Click OK to delete the appointment. The appointment is removed from the schedule. The appointment status does not change but, the appointment now has a deleted indicator. Parent topic: Delete an Appointment

Help Guide for NextGen® Enterprise PM 8

Delete an Appointment From Appointment Book

You can delete an appointment from the Appointment Book window: Open the Appointment Book window. Select the appointment to be deleted and do one of the following: A message appears asking to confirm if you want to delete the selected appointment. Select OK to delete the appointment. The appointment is removed from the schedule. The appointment status does not change but, the appointment now has a deleted indicator. Delete Linked Appointments When you delete an appointment for the patient, you can delete the linked appointments as well, if the patient has any. Delete Recurring Appointments When you delete an appointment that has a recurring series, you can delete the entire series or retain the occurrence as needed. Parent topic: Removing an Appointment

NextGen® Enterprise EHR Help

Remove an Appointment

You can only remove appointments created in NextGen® Enterprise EHR, not those created in NextGen® Enterprise PM. Note: Removing an appointment is not the same as canceling it. Removing an appointment permanently deletes it. Select an appointment. Select Remove in the toolbar. A confirmation message Appointments appears for removal of appointments. Select Yes. The appointment is permanently deleted from the Appointments list. Parent topic: Appointments

Delete an Appointment

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Removing an Appointment

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Delete an Appointment

Removing an Appointment

Delete Recurring Appointments

Delete Linked Appointments

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Delete an Appointment From Appointment Book

Remove an Appointment