Run the First Third Available Appointment Report

Help Guide for NextGen® Enterprise PM 8

First Third Available Report Columns

The following columns are available on the First Third Available report: Column Name Description Data Populates From Res Name Resource Name The resource for which you want to look up first third available appointments. Location SubGrp1 Location SubGroup1 Optional user-defined report filter that is set up in Enterprise Preferences, on the General tab. Location SubGrp2 Location SubGroup2 Optional user-defined report filter that is set up in Enterprise Preferences, on the General tab. Loc Name Service Location Name Add Appointment Event Event Add Appointment Appt Dt Appointment Date The date of the selected appointment. 3rd Avail Third Available days The number of calendar days until the third available appointment slot is open. Parent topic: First Third Available Report

Help Guide for NextGen® Enterprise PM 8

Run the First Third Available Appointment Report

The First Third Available Appointment report has columns and filters that you can use to customize the report data and format. CAUTION: Running the First Third Available Appointment report puts a heavy strain on the database and could reduce the responsiveness in NextGen® Enterprise PM. NextGen Healthcare recommends that you run this report after business hours. Select the Reports > Scheduling > First Third Available. The report filter for the First Third Available Appointment report appears. Select the columns that you want to display in the report. Select Events in the Settings list and then select the Open Record button to access the Events window. Use the blue arrow buttons to move the resources from the Available to the Included list and then select OK. Select Resources in the Settings list and then select the Open Record button to access the Resources window. Use the blue arrow buttons to move the events from the Available to the Included list and then select OK. Select the Locat

Help Guide for NextGen® Enterprise PM 8

First Third Available Report

The First Third Available Appointment report helps a practice identify the average number of days a patient must wait to see a resource for a specific type of appointment. The third next available appointment is used instead of the next available appointment because it is a more realistic depiction of how many days a patient would have to wait to see a provider. A measurement of only the next available appointment can easily be changed due to cancelations or other unexpected events. The settings you choose in Practice Preferences and Scheduling Administration determine the next third available appointment for the desired combination of patient, resource, and event. To access the report in NextGen® Enterprise PM, select the Reports menu and select Scheduling and then select First Third Available. First Third Available Report Columns Setting Up Interval Overrides Enable Interval Overrides for the Practice Set Up Interval Overrides for a Resource Set Up Interval Overrides for an Event Run

Help Guide for NextGen® Enterprise PM 8

First Third Available Report

The First Third Available Appointment report helps a practice identify the average number of days a patient must wait to see a resource for a specific type of appointment. The third next available appointment is used instead of the next available appointment because it is a more realistic depiction of how many days a patient would have to wait to see a provider. A measurement of only the next available appointment can easily be changed due to cancelations or other unexpected events. The settings you choose in Practice Preferences and Scheduling Administration determine the next third available appointment for the desired combination of patient, resource, and event. To access the report in NextGen® Enterprise PM, select the Reports menu and select Scheduling and then select First Third Available. First Third Available Report Columns Setting Up Interval Overrides Enable Interval Overrides for the Practice Set Up Interval Overrides for a Resource Set Up Interval Overrides for an Event Run

Help Guide for NextGen® Enterprise PM 8

First Third Available Report Columns

The following columns are available on the First Third Available report: Column Name Description Data Populates From Res Name Resource Name The resource for which you want to look up first third available appointments. Location SubGrp1 Location SubGroup1 Optional user-defined report filter that is set up in Enterprise Preferences, on the General tab. Location SubGrp2 Location SubGroup2 Optional user-defined report filter that is set up in Enterprise Preferences, on the General tab. Loc Name Service Location Name Add Appointment Event Event Add Appointment Appt Dt Appointment Date The date of the selected appointment. 3rd Avail Third Available days The number of calendar days until the third available appointment slot is open. Parent topic: First Third Available Report

Help Guide for NextGen® Enterprise PM 8

Search for Appointments Using Enterprise Appointment Search Ahead

In NextGen® Enterprise PM, select Tasks > Appt Search > Enterprise. The Enterprise Appointment Search Ahead window opens. Select or right-click the Patient open menu , and select Lookup. The Patient Lookup window opens. Note: This is an optional field. You can add the patient in the search you can add on the Enterprise Appointment Search Ahead window. Else, you can add the patient while booking an appointment for the desired time slot. On the Patient Lookup window, find the patient for scheduling an appointment. The patient details appear on the Enterprise Appointment Search Ahead window. Select an enterprise event from Enterprise Event. Note: This is a required field. The other search criteria are enabled only after you select the enterprise event. In Search By, select Resources or Enterprise classes. If you select Resources, the Resources list appears with the resources defined in Enterprise Scheduling Administration as the options. If you select Enterprise Classes, the Enterprise Cl

Run the First Third Available Appointment Report

Recommendations

First Third Available Report Columns

Run the First Third Available Appointment Report

First Third Available Report

First Third Available Report

First Third Available Report Columns

Search for Appointments Using Enterprise Appointment Search Ahead

First Third Available Report Columns

Run the First Third Available Appointment Report

First Third Available Report

First Third Available Report

First Third Available Report Columns

Search for Appointments Using Enterprise Appointment Search Ahead