Modify Enterprise Class

Help Guide for NextGen® Enterprise PM 8

Delete Enterprise Class

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Enterprise Classes window, select the enterprise class that you want to delete. Select the open menu button, and then select Delete. A message appears asking you to confirm the deletion of the enterprise class. Select OK The enterprise class is removed from the Enterprise Classes window. Parent topic: Enterprise Class

Help Guide for NextGen® Enterprise PM 8

Add Enterprise Class

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Enterprise Classes tab, select open menu and select New. The Add Enterprise Classes window opens. In Enterprise Classification field, enter the name of the enterprise class. In the Details field, enter the details of the enterprise class. Select open menu in the Add Enterprise Classes window. The Classes Selection window opens. Select the desired practice from the Practices drop down list. The Classes section displays a list of classes in the selected practice. Select the desired classes from the list, and select OK to include them in the enterprise class. The selected classes appear in the Member Classes column on the Add Enterprise Classes window. Search for member classes using the Search field. Select or clear the check box next to the member classes to include them in the enterprise class or remove them from the enterpris

Help Guide for NextGen® Enterprise PM 8

Print Enterprise Class

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Enterprise Class tab, select the enterprise class that you want to print. Select open menu , and select Print. The Enterprise Classification enhanced report opens. Note: The report has the Columns, Filter 2, Sort, and Totals options. On the report, select . The report is printed with the following details of the enterprise class. Enterprise Classification Details Member Class Practice Name Hidden PracticesNote: If there is a hidden practice in the enterprise class, the Hidden Practice column shows "Y" when you print the Enterprise Classification enhanced report. It is blank for all other practices. Note: Deleted enterprise classes are not displayed in the report. Parent topic: Enterprise Class

Help Guide for NextGen® Enterprise PM 8

Modify Enterprise Class

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Enterprise Classes window, select an enterprise class. Select open menu , and then select Edit. The Edit Enterprise Classes window opens. To change the enterprise class name, enter the new name in Enterprise Classification field. If the name already exists, a message appears stating that the class already exists. Add or remove member classes. If a practice is added or removed, then the Edit Enterprise Classes window updates to show only those member classes that are accessible for that practice. Select OK. Parent topic: Enterprise Class

Help Guide for NextGen® Enterprise PM 8

Modify Enterprise Events

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Enterprise Events tab, select the enterprise event. Select the open menu button, and then select Edit. The Edit Enterprise Events window opens. To change the enterprise event name, enter the new name in Enterprise Event field. If the name already exists, a message appears stating that the event already exists. Add or remove member classes. If a practice is added or removed, the Edit Enterprise Events window displays only the member events that are accessible for that practice. Select OK. Parent topic: Enterprise Events

Help Guide for NextGen® Enterprise PM 8

Modify Enterprise Events

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Enterprise Events tab, select the enterprise event. Select the open menu button, and then select Edit. The Edit Enterprise Events window opens. To change the enterprise event name, enter the new name in Enterprise Event field. If the name already exists, a message appears stating that the event already exists. Add or remove member classes. If a practice is added or removed, the Edit Enterprise Events window displays only the member events that are accessible for that practice. Select OK. Parent topic: Enterprise Events

Modify Enterprise Class

Recommendations

Delete Enterprise Class

Add Enterprise Class

Print Enterprise Class

Modify Enterprise Class

Modify Enterprise Events

Modify Enterprise Events

Modify Enterprise Class

Delete Enterprise Class

Add Enterprise Class

Print Enterprise Class

Modify Enterprise Class

Modify Enterprise Events

Modify Enterprise Events