Set Scheduling Preferences for Daily View

Help Guide for NextGen® Enterprise PM 8

Set Scheduling Preferences for Multi View

On the Multi View tab, you can establish which resources you can schedule. You can set the order of the resources on the multi-view Appointment Book, and also specify how many resources to display at one time. Note: A default multi-view group exists that you can rename, or you can add more groups. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > Scheduling. The Appointment Scheduling Preferences window opens. Select the Multi View tab. Under Multi-View Groups, select Open Menu , and then select New. The New Multi-View Group window opens. Enter a name for the new multi-view group, and then select OK. The group name appears in the Multi-View Groups field. In the Resource Selection/Order list, select the resources to be a part of this multi-view group. To change the list order of the resources, select a resource, and then select promote or demote to move the resource up or down. The selected resources appear in the Multi-View of the Appointment Book. Select th

Help Guide for NextGen® Enterprise PM 8

Set Scheduling Preferences for Resources

You can customize the display order of resources on the following windows in NextGen® Enterprise PM: Appointment Lookup Appointment Search Ahead Patient Wait List Item Recall Plan Maintenance Appointment Reminders If no selections are made in the Preferred resources of the Resources tab, all resources appear in alphabetic alphabetical order on the above windows. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > Scheduling. The Appointment Scheduling Preferences window opens. Select the Resources tab. In the Preferred resources section, select your preferred resources. To set the display order for your preferred resources, select a resource, and then select the promote or demote buttons to move the resource up or down in the list. You can also use and buttons to move a resource to the top or bottom of the list. When in a Resource field in NextGen® Enterprise PM, the selected preferred resources display at the top of the list in your defined order, followed by

Help Guide for NextGen® Enterprise PM 8

Set Tooltip Preferences for Appointments

Open NextGen® Enterprise PM. Select Admin > Preferences > User > Scheduling. The Appointment Scheduling Preferences window opens. Select the Tooltip tab. In the Displays after [n] seconds field, select the number of seconds for NextGen® Enterprise PM to wait before displaying the tooltip in Appointment Book. In Select your custom tooltip items, select the necessary checkboxes. Note: For more information on custom tooltips, go to NextGen Healthcare Success Community, and download the latest Appointment Scheduling User Guide for NextGen® Enterprise PM. Select OK. Parent topic: Appointment Scheduling Preferences

Help Guide for NextGen® Enterprise PM 8

Appointment Items in Multiple Time Slots in Daily View

In the Show the following items for an appointment section, select one or more of the following items to appear on appointments that take up multiple time slots in Daily View: Work Phone: Displays Day Phone from Demographics in Patient Information. User Defined1: Displays text entered in the Appointment User Defined 1 field on the Edit Appointment window. Note: The name or label of the User Defined1 field, is defined in Appt Scheduling preference in Practice Preferences. User Defined2: Displays text entered in the Appointment User Defined 2 field on the Edit Appointment window. Note: The name or label of the User Defined2 field, is defined in Appt Scheduling preference in Practice Preferences. Encounter Number: Displays the Encounter Number for the encounter linked to the appointment. Contact Preference & Primary Phone: Displays Preferred Contact and the first Phone Number from Demographics in Patient Information. Note: If all check boxes are selected, an appointment must take up a tot

Help Guide for NextGen® Enterprise PM 8

Appointment Scheduling Preferences

Appointment Scheduling Preferences control how specific functions and tasks work in the Appointment Book in NextGen® Enterprise PM. While some settings are strictly for customizing the display, others affect the application behavior. You must complete these settings before opening the Appointment Book for the first time. In File Maintenance, scheduling preferences can be defined in the Default User Prefs - Scheduling master file, and then assigned to groups of users or individual users in System Administrator. For more information, go to NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide for NextGen® Enterprise. In NextGen® Enterprise PM, you can modify your own scheduling preferences in Admin > Preferences > User > Scheduling. Your settings override any default settings that were assigned to you in System Administrator. Appointment Scheduling Preferences include a variety of options and settings on the following tabs: General Multi View Da

Help Guide for NextGen® Enterprise PM 8

Set Scheduling Preferences for Daily View

You can choose settings that affect the display of appointments in the Daily View of the Appointment Book in NextGen® Enterprise PM. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > Scheduling. Appointment scheduling preferences window - Daily view In Appointment Scheduling Preferences, select the Daily View tab. In Show the following items for an appointment, select one or more of the items to appear on appointments that take up multiple time slots in Daily View. To set the display order of the selected items, highlight one, and then select promote or demote to move it up or down. Select OK. Parent topic: Appointment Scheduling Preferences

Set Scheduling Preferences for Daily View

Recommendations

Set Scheduling Preferences for Multi View

Set Scheduling Preferences for Resources

Set Tooltip Preferences for Appointments

Appointment Items in Multiple Time Slots in Daily View

Appointment Scheduling Preferences

Set Scheduling Preferences for Daily View

Set Scheduling Preferences for Multi View

Set Scheduling Preferences for Resources

Set Tooltip Preferences for Appointments

Appointment Items in Multiple Time Slots in Daily View

Appointment Scheduling Preferences

Set Scheduling Preferences for Daily View