Reschedule Event Chains

Help Guide for NextGen® Enterprise PM 8

Reschedule an Event Chain

Note: When you attach insurance to one or more events in the event chain, the system retains the appointment insurance if the event chain is rescheduled. From the main toolbar, select ApptList . The Appointment Lookup window opens. Select an appointment in the event chain. Right-click the appointment, and select Reschedule Event Chain. The Appointment Search Ahead window opens. Note: The Available Timeslots section of the window lists time slots available for the selected appointment in the event chain. In Available Timeslots, right-click a timeslot, and select Book Appointment. The Add Appointment window opens. Optional: Make additional modifications to the appointment. Select OK. Select a reason for rescheduling the appointment. Select OK. The Appointment Confirmation window appears with the new dates and times for events in the event chain. Note: When you attach insurance to one or more events in the event chain, rescheduling the event chain does not change the appointment insurance

Help Guide for NextGen® Enterprise PM 8

Rescheduling an Appointment

You can reschedule an appointment in any of the following ways: Open and Edit: You can open the appointment from any view in the Appointment Book window, except the Monthly view tab, and edit the Date and Time fields on the Edit Appointment window. Note: This is not the recommended method for rescheduling appointments. Cut and Paste: From any view in the Appointment Book window, except the Monthly view tab. In the Appointment Book window select an appointment that you want to reschedule, right-click, and select cut. You can paste the appointment in a different time slot, and do the changes in the Edit Appointment window as needed. Note: This is the recommended method for rescheduling appointments. Drag and Drop: From the Daily or Weekly List view tab of the Appointment Book window, you can select the appointment and drag and drop it on a new timeslot to reschedule the appointment. Stretch: You can select at the bottom of an appointment and stretch it to extend the duration. Note: You c

Help Guide for NextGen® Enterprise PM 8

Rescheduling an Appointment

You can reschedule an appointment in any of the following ways: Open and Edit: You can open the appointment from any view in the Appointment Book window, except the Monthly view tab, and edit the Date and Time fields on the Edit Appointment window. Note: This is not the recommended method for rescheduling appointments. Cut and Paste: From any view in the Appointment Book window, except the Monthly view tab. In the Appointment Book window select an appointment that you want to reschedule, right-click, and select cut. You can paste the appointment in a different time slot, and do the changes in the Edit Appointment window as needed. Note: This is the recommended method for rescheduling appointments. Drag and Drop: From the Daily or Weekly List view tab of the Appointment Book window, you can select the appointment and drag and drop it on a new timeslot to reschedule the appointment. Stretch: You can select at the bottom of an appointment and stretch it to extend the duration. Note: You c

Help Guide for NextGen® Enterprise PM 8

Add Appointments

You can schedule an appointment for a resource at a particular time and date. Open NextGen® Enterprise PM. From the main toolbar, select ApptBook. The Appointment Book window opens. Note: To improve the response time, you can open the Appointment Scheduling preferences and select the Only show my preferred resources option under the Resources tab. In the Daily, Weekly Schedule, or Multi-View tabs, select a resource, date, and time slot to schedule an appointment. To add an appointment, do one of the following: From the Appointment Book toolbar, select Add Appt . Right-click the time slot and select New. Double-click the time slot. Enter the details in the mandatory fields. To select and link a person or patient to the appointment, select the open menu icon in the upper-right side of the Add Appointment window and select the patient. Select a Referring Physician for the appointment. Select the open menu icon and select Open Existing Encounters or double-click an encounter to attach it t

Help Guide for NextGen® Enterprise PM 8

Schedule Appointments from Available Timeslots

You can schedule an appointment for a patient from the available time slots on the Enterprise Appointment Search Ahead window. On the Enterprise Appointment Search Ahead window, in the Available Timeslots section, right-click or double-click the desired time slot. If you have multiple resources and service locations from various practices for the selected event, you can select on the filter on the Practice column in the Available Timeslots section. The available time slots for the resources and service location of the selected practice lists. The Book Appointment menu appears. Select Book Appointment. The event, resources, service location, date, and time fields are filled. The Add Appointment window opens. Select the open menu icon, and select Lookup. If the patient is selected on the Enterprise Appointment Search Ahead window, the patient information is added on the Add Appointment window. The People Lookup window opens. Find a patient, and select Open. The patient information is add

Help Guide for NextGen® Enterprise PM 8

Schedule Appointments from Available Timeslots

You can schedule an appointment for a patient from the available time slots on the Enterprise Appointment Search Ahead window. On the Enterprise Appointment Search Ahead window, in the Available Timeslots section, right-click or double-click the desired time slot. If you have multiple resources and service locations from various practices for the selected event, you can select on the filter on the Practice column in the Available Timeslots section. The available time slots for the resources and service location of the selected practice lists. The Book Appointment menu appears. Select Book Appointment. The event, resources, service location, date, and time fields are filled. The Add Appointment window opens. Select the open menu icon, and select Lookup. If the patient is selected on the Enterprise Appointment Search Ahead window, the patient information is added on the Add Appointment window. The People Lookup window opens. Find a patient, and select Open. The patient information is add

Reschedule Event Chains

Recommendations

Reschedule an Event Chain

Rescheduling an Appointment

Rescheduling an Appointment

Add Appointments

Schedule Appointments from Available Timeslots

Schedule Appointments from Available Timeslots

Reschedule an Event Chain

Rescheduling an Appointment

Rescheduling an Appointment

Add Appointments

Schedule Appointments from Available Timeslots

Schedule Appointments from Available Timeslots