Delete an Appointment From Clinical History/Notes

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 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: 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. 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. Parent topic: Delete an Appointment

Help Guide for NextGen® Enterprise PM 8

Delete an Appointment From Appointment Lookup

You can delete an appointment from the Appointment Lookup window: From the main toolbar, select Appointments. The Appointment Lookup window opens. Enter Search Criteria to locate the appointment to be deleted and click Find. The Appointment List section displays appointments that match the search criteria entered. Select the appointment to be deleted and do one of the following: Right-click the appointment and select Delete. Open the appointment and click the Delete button on the Edit Appointment window. 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 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 an Appointment

You can delete an appointment for a patient from the following locations in NextGen® Enterprise PM: Appointment Book (all views except Monthly) Appointment Lookup Window Clinical History/Notes tab in the Patient Chart. Note: If it is important to record the reason for deleting an appointment, NextGen Healthcare recommends that you cancel the appointment instead of deleting it. Delete an Appointment From Appointment Book You can delete an appointment from the Appointment Book window if the appointment is no longer needed. Delete an Appointment From Appointment Lookup You can delete an appointment from the Appointment Lookup window, if the appointment is no longer needed. Delete an Appointment From Clinical History/Notes You can delete an appointment from the Patient Chart window, if the appointment is no longer needed. 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 Appoin

Help Guide for NextGen® Enterprise PM 8

Remove Encounter to be Deleted from an Appointment

Access the Patient Chart. Select the Clinical History/Notes tab. From the Topics list on the left, select Appointments. From the Details section on the right, select the appointment linked to the encounter to be deleted. Right-click and select Open from the menu. The Edit Appointment window appears. On the right side of the Encounter Number and Date fields, select the Open Menu button and select Clear Encounter. A prompt appears asking to confirm if you want to delete the encounter link to the appointment. To remove the encounter, select OK. To save changes and close the window, select OK. The encounter is cleared from the appointment. Parent topic: Delete Encounters

Delete an Appointment From Clinical History/Notes

Recommendations

Delete Linked Appointments

Delete an Appointment From Appointment Book

Delete an Appointment From Appointment Lookup

Delete Recurring Appointments

Delete an Appointment

Remove Encounter to be Deleted from an Appointment

Delete Linked Appointments

Delete an Appointment From Appointment Book

Delete an Appointment From Appointment Lookup

Delete Recurring Appointments

Delete an Appointment

Remove Encounter to be Deleted from an Appointment