Mark Kept Appointments as Incomplete

Help Guide for NextGen® Enterprise PM 8

Mark an Appointment as Kept

An appointment is automatically marked as kept when an encounter is created and linked to the appointment during the Checkin/Create Encounter auto-flow process. You can also mark an appointment as kept without linking an encounter to it. Open the Appointment Book window. Select the appointment to be marked as kept. Do one of the following: Right-click the appointment and select Mark as Kept. Note: The Mark as Kept menu option is unavailable if the appointment is already kept. Open the appointment and select the Appointment Kept option on the Edit Appointment window. Select OK to save changes and close the window. The appointment status is changed to Kept and the appointment is crossed-out on the schedule. Parent topic: Appointment Scheduling

Help Guide for NextGen® Enterprise PM 8

Appointment Scheduling

The following are the basic appointment scheduling functionalities in NextGen® Enterprise PM: Schedule appointments Modify appointments Reschedule appointments Cancel appointments Search and view appointments Print appointments The following additional functionalities may be included depending on the practice's workflows: Appointment Reminder Letters Appointment Waitlists Recall Plans Group Scheduling Add Appointments You can schedule an appointment for an event or event chain for a selected resource. View Existing Appointments for a Patient Resizing the Add or Edit Appointment Window Mark an Appointment as Kept You can mark an appointment as kept either manually or through the auto-flow process. Mark Kept Appointments as Incomplete You can mark kept appointments as incomplete and provide reasons. Modifying an Appointment Rescheduling an Appointment Removing an Appointment Retaining an Appointment Linking Appointments Confirming Appointments Scheduling Conflicts

Help Guide for NextGen® Enterprise PM 8

Mark Individual Member Appointments in a Group Appointment as Kept

As patients arrive for a group appointment, you can open the group appointment and mark multiple member appointments as kept, rather than opening each appointment to mark them as kept. In addition, you can use the kept indicators within the group appointment to easily track which members have arrived and which ones have not. Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. Select the Group Check-in icon. The group modal window opens. Select the individual member(s) you would like to mark as kept and add to the group encounter. Select Add to Group Encounter. Each selected member's appointment will automatically be marked as kept and added to the group encounter Parent topic: Modify a Group 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

Mark an Appointment as Kept

An appointment is automatically marked as kept when an encounter is created and linked to the appointment during the Checkin/Create Encounter auto-flow process. You can also mark an appointment as kept without linking an encounter to it. Open the Appointment Book window. Select the appointment to be marked as kept. Do one of the following: Right-click the appointment and select Mark as Kept. Note: The Mark as Kept menu option is unavailable if the appointment is already kept. Open the appointment and select the Appointment Kept option on the Edit Appointment window. Select OK to save changes and close the window. The appointment status is changed to Kept and the appointment is crossed-out on the schedule. Parent topic: Appointment Scheduling

Help Guide for NextGen® Enterprise PM 8

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. Parent topic: Search for Patients in NextGen Enterprise PM

Mark Kept Appointments as Incomplete

Recommendations

Mark an Appointment as Kept

Appointment Scheduling

Mark Individual Member Appointments in a Group Appointment as Kept

Link Active Patients to an Existing Appointment

Mark an Appointment as Kept

Link Active Patients to a New Appointment

Mark an Appointment as Kept

Appointment Scheduling

Mark Individual Member Appointments in a Group Appointment as Kept

Link Active Patients to an Existing Appointment

Mark an Appointment as Kept

Link Active Patients to a New Appointment