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Link Active Patients to a New Appointment
From the main toolbar in
NextGen® Enterprise PM
, select
ApptBook
.
In the
Appointment Book
window, select
Add Appt
.
In the
Add Appointment
window, select the open menu
icon next to
Last Name
, and then select
Access Active Patient
.
The active patient record is linked to the new appointment.
Link Active Patients to a New Appointment
Help Guide for NextGen® Enterprise PM 8
Link Active Patients to an Existing Appointment
Before you begin You must first remove the link between the existing person record and the appointment. From the main toolbar in NextGen® Enterprise PM, select ApptBook . In the Appointment Book window, double-click the appointment. In the Edit Appointment window, select the open menu icon next to the Last Name, and then select Clear Patient. A confirmation message appears. Select OK. In the Edit Appointment window, select the open menu icon, and then select Access Active Patient. The active patient is linked to the existing appointment. Parent topic: Search for Patients in NextGen Enterprise PM
Help Guide for NextGen® Enterprise PM 8
View Appointments for the Active Patient
Open NextGen® Enterprise PM. Do one of the following: From the main toolbar, select Chart. Select Tasks > Lookup > Charts. In the Patient Lookup window, enter search criteria and select Find. Do one of the following: From the main toolbar, select Appointments. Select Tasks > Lookup > Appointments. In the Appointment Lookup window, select the arrow next to Find, and then select Access Active Patient.The Appointment List section of the Appointment Lookup window displays appointments for the active patient. Parent topic: Search for Patients in NextGen Enterprise PM
Help Guide for NextGen® Enterprise PM 8
Open Active Person or Patient Records
Open NextGen® Enterprise PM. Do one of the following: From the main toolbar, select Chart. Select Tasks > Lookup > Charts. In the Patient Lookup window, enter search criteria and select Find. Select the arrow next to Find, and then select Access Active Patient. The patient chart opens for the active patient. Parent topic: Search for Patients in NextGen Enterprise PM
Help Guide for NextGen® Enterprise PM 8
View Appointments for a Previous Person or Patient
Open NextGen® Enterprise PM. Do one of the following: From the main toolbar, select Chart. Select Tasks > Lookup > Charts. In the Patient Lookup window, enter search criteria and select Find. Do one of the following: From the main toolbar, select Appointments. Select Tasks > Lookup > Appointments. In the Appointment Lookup window, select the arrow next to Find, and then select Access Previous Patient.The last five recently-opened patient records appear. Select a patient.The Appointment List section of the Appointment Lookup window displays appointments for the previous patient. Parent topic: Search for Patients in NextGen Enterprise PM
Help Guide for NextGen® Enterprise PM 8
Open Previous Patient Records for Posting Charges
From the main toolbar in NextGen® Enterprise PM, select Charges. In the Charge Posting window, select the open menu icon next to Patient, and then select Access Previous Patient. A list of the last five recently accessed patient records appears. Select a patient. The selected patient's details and the patient's most recent encounter appear. Parent topic: Search for Patients in NextGen Enterprise PM
Help Guide for NextGen® Enterprise PM 8
Open the Active Patient Records for Making Payment Entries
From the main toolbar in NextGen® Enterprise PM, select Posting. In the Batch Posting window, double-click the batch header record. In the Payment Entry window, select the open menu icon next to Patient/MRN, and then select Access Active Patient. The active patient details and the patient's most recent encounter appear. Parent topic: Search for Patients in NextGen Enterprise PM
