Scheduling Administration

Help Guide for NextGen® Enterprise PM 8

Categories Tab - Sched Admin

On the Categories tab, you define groupings of events, or appointment types. You can use the categories while creating weekly and daily templates for resources. Each category is mapped to a specific time slot within a template, restricting the types of events that you can schedule appointments for the specified times. You can define color for each category and it displays in the Appointment Book window when you schedule an appointment. The color provides users at-a-glance guidance as to where certain type of appointments can be scheduled. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences, the Scheduling Administration window name changes to Practice Scheduling Administration. Existing categories are listed on the Categories tab with the following information: Category: Name of the category. Color: Background color defined for the category. The following options are available from the open menu button, or the right-click menu: New: To crea

Help Guide for NextGen® Enterprise PM 8

Scheduling Administration

Scheduling Administration is an important function in NextGen® Enterprise PM. The Scheduling Administration creates the Appointment Book window and helps you schedule appointments for patients in a practice. 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 following tabs are available in the Scheduling Administration window: Classes Resources Events Event Chains Categories Weekly Templates Daily Templates For scheduling appointments on the practice level using the Appointment Search Ahead window, you must complete the configuration for the practice in Practice Scheduling Administration for each practice. For searching an appointment at the enterprise level from the Enterprise Appointment Search Ahead window, you must complete the configuration for the practices of an enterprise both in Practice Scheduling Administration and E

Help Guide for NextGen® Enterprise PM 8

Enterprise Scheduling Administration

In NextGen® Enterprise PM, Enterprise Scheduling Administration is available if you have access to more than one practice for which the Enable Enterprise Scheduling Administration practice preference is enabled and Enterprise Scheduling Administration permission in System Administration is set to Yes. You can open Enterprise Scheduling Administration in the following ways. By selecting Admin> Scheduling Admin> Enterprise. By selecting the icon in Appointment Book. The Enterprise Scheduling Administration window has the following tabs: Enterprise Class Resources Enterprise Events Service Locations Enterprise Class You can view, add, edit, and delete enterprise classes, and print an enterprise class listing report. Resources - Enterprise Scheduling Admin You can view the resources from all the practices to which you have access and for which Enterprise Appointment Scheduling is enabled. Enterprise Events You can define and view events across different practices. Service Location - Enterp

Help Guide for NextGen® Enterprise PM 8

Enterprise Scheduling Administration

In NextGen® Enterprise PM, Enterprise Scheduling Administration is available if you have access to more than one practice for which the Enable Enterprise Scheduling Administration practice preference is enabled and Enterprise Scheduling Administration permission in System Administration is set to Yes. You can open Enterprise Scheduling Administration in the following ways. By selecting Admin> Scheduling Admin> Enterprise. By selecting the icon in Appointment Book. The Enterprise Scheduling Administration window has the following tabs: Enterprise Class Resources Enterprise Events Service Locations Enterprise Class You can view, add, edit, and delete enterprise classes, and print an enterprise class listing report. Resources - Enterprise Scheduling Admin You can view the resources from all the practices to which you have access and for which Enterprise Appointment Scheduling is enabled. Enterprise Events You can define and view events across different practices. Service Location - Enterp

System Administrator User Guide

Scheduling Module

The Scheduling module subgroup in the System Administrator application enables users to access various Scheduling Administrator functions. Subgroup Used in Description Appointment Reminders NextGen® Enterprise PM Enables users to access the Appointment Reminder Letter Maintenance window (in File Maintenance > Master Files > Practice > PM Appointment Reminders) to assign, un-assign, and preview letters by location, resource, practice, or event. Appointments NextGen® Enterprise PM Enables users to create and modify patient appointments. Categories NextGen® Enterprise PM Enables users to create and modify categories on the Categories tab of the Scheduling Administrator. Classes NextGen® Enterprise PM Enables users to create and modify classes on the Classes tab of the Scheduling Administrator. Event Chains NextGen® Enterprise PM Enables users to create and modify: Event chains on the Event Chains tab of the Scheduling Administrator. On-the-fly event chains, which are created while users a

System Administrator Help

Scheduling Module

The Scheduling module subgroup in the System Administrator application enables users to access various Scheduling Administrator functions. Subgroup Used in Description Appointment Reminders NextGen® Enterprise PM Enables users to access the Appointment Reminder Letter Maintenance window (in File Maintenance > Master Files > Practice > PM Appointment Reminders) to assign, un-assign, and preview letters by location, resource, practice, or event. Appointments NextGen® Enterprise PM Enables users to create and modify patient appointments. Categories NextGen® Enterprise PM Enables users to create and modify categories on the Categories tab of the Scheduling Administrator. Classes NextGen® Enterprise PM Enables users to create and modify classes on the Classes tab of the Scheduling Administrator. Event Chains NextGen® Enterprise PM Enables users to create and modify: Event chains on the Event Chains tab of the Scheduling Administrator. On-the-fly event chains, which are created while users a

Scheduling Administration

Recommendations

Categories Tab - Sched Admin

Scheduling Administration

Enterprise Scheduling Administration

Enterprise Scheduling Administration

Scheduling Module

Scheduling Module

Scheduling Administration

Categories Tab - Sched Admin

Scheduling Administration

Enterprise Scheduling Administration

Enterprise Scheduling Administration

Scheduling Module

Scheduling Module