Download Appointment and To Do List Items

Help Guide for NextGen® Enterprise PM 8

View Appointments and To Do List Items in Outlook

After downloading appointments and to-do list items for a resource from NextGen® Enterprise PM, you can view the appointments in the Calendar folder and the to-do list items in the Tasks folder in Microsoft® Outlook. This integration provides a unified view of schedules and responsibilities, enhances operational efficiency, supports better time management, minimizes oversight, and promotes coordinated workflows across the practice. Open Microsoft Outlook. Do one of the following: To view the appointments, open the Calendar folder and hover over an appointment to display a tooltip with the necessary information. To view the to-do list items, open the Tasks folder. Appointments scheduled in NextGen® Enterprise PM appear on the calendar in Outlook, and To Do List items entered in theAppointment Book under the Daily view in NextGen® Enterprise PM appear as tasks in Outlook. To view more detailed information, double-click to open the appointment or task. Note: For this functionality to work

Help Guide for NextGen® Enterprise PM 8

Integrate Outlook Mail with NextGen Mail

If your practice normally uses Microsoft® Outlook for email, you can integrate Outlook mail with NextGen Mail to use both within NextGen® Enterprise PM. Open NextGen® Enterprise PM. Select Admin > Preferences > User > General.The User Preferences window appears. Select the General tab. In the Mail Options section, select the Logon to Outlook Mail at startup checkbox. For Default, select either NextGen or Outlook, based on the mail used most often. To save changes and close the window, select OK. Log off, and then log on to NextGen® Enterprise PM for the changes to take effect. Note: If the Logon to Outlook Mail at startup checkbox is not selected and the Outlook button is selected as the default, then your Outlook mail does not display in NextGen® Enterprise PM. NextGen Mail is used as the default in this situation. Download Appointment and To Do List Items You can download appointments and to-do list items from NextGen® Enterprise PM to Microsoft® Outlook. After the information is upl

Help Guide for NextGen® Enterprise PM 8

Integrate Outlook Mail with NextGen Mail

To integrate your Microsoft® Outlook mail with your NextGen Mail, do the following: Access NextGen® Enterprise PM. From the Admin menu, select Preferences, then User, and then General. The User Preferences window appears. Select the General tab. In the Mail Options section, select the Logon to Outlook Mail at startup check box. For Default, select one of the following: NextGen: Select this button if NextGen Mail is used most often. Outlook: Select this button if Outlook Mail is used most often. To save changes and close the window, select OK. Log out and then log back in to NextGen® Enterprise PM for the changes to take effect. Note: If the Logon to Outlook Mail at startup check box is not selected and the Outlook button is selected as the default, then your Outlook mail does not display in NextGen® Enterprise PM. NextGen Mail will be used as the default in this situation. Send a Mail Message to NextGen and Outlook Users You can send a mail message to both NextGen users and Outlook use

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

File Maintenance Help for NextGen® Enterprise

Practice Preferences for NextGen® EDI

To use NextGen® EDI, you must have a NextGen® EDI license and logon credentials for NextGen® EDI. If you are enrolled in NextGen® EDI, you can automatically upload statement and letter export files to the NextGen® EDI website in real time when the files are generated in NextGen® Enterprise PM. You can also use NextGen® Background Business Processor to automatically download files from NextGen® EDI. Field Description NextGen EDI Uploading Tab Login Information Enter the logon credentials for NextGen® EDI to automatically upload and download files from NextGen® EDI to NextGen® Enterprise PM. Update Address Records Select this option to allows users to update the address in demographic records for accounts and patients included in the Fast Forward address update files obtained from NextGen® EDI. You can import the files into NextGen® Enterprise PM from File > Processes > Change of Address Update. Note: This setting determines the default for the Update Address Records option in the Electr

System Administrator User Guide

Scheduling Operation

Subgroup Used in Description Appointment Book NextGen® Enterprise PM Enables users to access the Appointment Book, but not to schedule appointments. Appointment Book Multi-view NextGen® Enterprise PM Enables users to access the Multi-view tab within the Appointment Book. To access the Appointment Book, users must have access to this also. Appointment Search NextGen® Enterprise PM Enables users to access the Appt List toolbar button to search for scheduled appointments and to print batch fee tickets. Appointment Search Engine Updates NextGen® Enterprise PM Enables users to access the Scheduling Update program immediately after making modifications within Scheduling Administration. Note: You must also select the Prompt to defer scheduling admin changes until automated nightly processoption in Appointment Scheduling Practice Preferences. Default Appt Request/ Confirm Recipient NextGen® Enterprise PM Enables users to be included in a default address when attaching appointments to NextGen®

Download Appointment and To Do List Items

Before you begin

Recommendations

View Appointments and To Do List Items in Outlook

Integrate Outlook Mail with NextGen Mail

Integrate Outlook Mail with NextGen Mail

Send Appointment Through Email

Practice Preferences for NextGen® EDI

Scheduling Operation

View Appointments and To Do List Items in Outlook

Integrate Outlook Mail with NextGen Mail

Integrate Outlook Mail with NextGen Mail

Send Appointment Through Email

Practice Preferences for NextGen® EDI

Scheduling Operation