Schedule an Event Chain over Multiple Days

Help Guide for NextGen® Enterprise PM 8

Create an Event Chain On-the-Fly

If an event chain that you need does not exist, then you can create an event chain on-the-fly when scheduling an appointment. Open the Add Appointment window or the Appointment Search Ahead window. Select the open menu button next to the Event/Event Chain field and select Create Event Chain. The On-The-Fly Event Chain window opens. Select events from the Available Events list and select the arrow to move them to the Member Events list. If you want to add the on-the-fly event chain to scheduling administration for future use, enter a name in the Event Chain field and enter a 1 - 3 character abbreviated name in the Short field. Configure the following event chain options, as needed: Event Sequence Matters: You can select this option to schedule the appointment for the Member Events in order. Allow Events to Span Multiple Days: You can select this option if the Member Events can be scheduled across multiple days. Linked Events: You can select this option if the appointments for all Member

Help Guide for NextGen® Enterprise PM 8

Schedule an Event Chain

Multiple events grouped together are called an Event Chain. Each individual event within an event chain is called an event chain member. You can schedule the events in a defined sequence. Note: When you create an event chain in Scheduling Administration, you must specify if the event chain needs to be scheduled sequentially or the sequence does not matter. Open NextGen® Enterprise PM. From the main toolbar, select the ApptBook button. The Appointment Book window opens. In the Daily, Weekly Schedule or Multi-View tab, select the resource, date, and time slot for the first event in the event chain. 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. The Add Appointment window opens. In the Event/Event Chain field, select the desired event chain. Note: Event chains appear with a chain link icon. After you select the event chain, the duration appears automatically. It includes the default time d

Help Guide for NextGen® Enterprise PM 8

Schedule an Event Chain over Multiple Days

Event chains can include any type of member events already created. An event chain, for a pre-employment includes lab work, drug screening, x-rays, and so on that may or may not be able to be completed on the same day. Some of these items may need to be completed before others. Therefore, you may have to schedule some of the events in the chain for different days. Note: You can create event chains in scheduling administration. Open NextGen® Enterprise PM. From the main toolbar, select the ApptBook button. The Appointment Book window opens. In the Daily, Weekly Schedule, or Multi-View tabs, select the resource, date, and time slot for the first event in the event chain. Do one of the following: From the Appointment Book toolbar, select the Add Appt button. Right-click the time slot and, select New from the menu. Double-click the time slot. The Add Appointment window opens. In the Event/Event Chain field, select the desired event chain. Note: Event chains appear with a chain link icon. T

Help Guide for NextGen® Enterprise PM 8

Schedule an Event Chain

Multiple events grouped together are called an Event Chain. Each individual event within an event chain is called an event chain member. You can schedule the events in a defined sequence. Note: When you create an event chain in Scheduling Administration, you must specify if the event chain needs to be scheduled sequentially or the sequence does not matter. Open NextGen® Enterprise PM. From the main toolbar, select the ApptBook button. The Appointment Book window opens. In the Daily, Weekly Schedule or Multi-View tab, select the resource, date, and time slot for the first event in the event chain. Do one of the following: From the Appointment Book toolbar, select the Add Appt button. Right-click the time slot and, select New from the menu. Double-click the time slot. The Add Appointment window opens. In the Event/Event Chain field, select the desired event chain. Note: Event chains appear with a chain link icon. After you select the event chain, the duration appears automatically. It in

Help Guide for NextGen® Enterprise PM 8

Add or Modify an Event Chain

In NextGen® Enterprise PM, select Admin > Scheduling Admin. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. Select the Event Chains tab. Do one of the following: To add a event chain, select the open menu button, and select New. To modify an existing event chain, select the event chain in the list, select the open menu button, and select Open. The Add Event Chain or Edit Event Chain window opens. In the Event Chain field, enter a name for the event chain. The name appears in the Event Chain field on the Add Appointment or Edit Appointment window when you schedule appointment for the event chain. This is a mandatory field. In the Short field, enter a 1 - 3 character description for the event chain. In the Details field, enter any additional notes for the event chain. The notes appear in

Help Guide for NextGen® Enterprise PM 8

Add or Modify an Event Chain

In NextGen® Enterprise PM, select Admin > Scheduling Admin. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. Select the Event Chains tab. Do one of the following: To add a event chain, select the open menu button, and select New. To modify an existing event chain, select the event chain in the list, select the open menu button, and select Open. The Add Event Chain or Edit Event Chain window opens. In the Event Chain field, enter a name for the event chain. The name appears in the Event Chain field on the Add Appointment or Edit Appointment window when you schedule appointment for the event chain. This is a mandatory field. In the Short field, enter a 1 - 3 character description for the event chain. In the Details field, enter any additional notes for the event chain. The notes appear in

Schedule an Event Chain over Multiple Days

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