Set Scheduling Preferences for Multi View

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 Scheduling Preferences for Events

You can customize the display order of events and event chains in the Appointment Book in NextGen® Enterprise PM. If no selections are made on this tab, all events and event chains appear in alphabetical order. Note: If the Only show category specific events for appointment start time/resource selected option is selected on the General tab, only those events in their associated category appear in alphabetical order. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > Scheduling. The Appointment Scheduling Preferences window opens. Select the Events tab. In the Select your preferred events section, select your preferred events. To set the display order for your preferred events, select an event, and then select promote or demote buttons to move the event up or down in the list. You can also use the and arrow buttons to move an event to the top or bottom of the list. When in an Event field in NextGen® Enterprise PM, the selected preferred events appear at the to

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. In Appointment Scheduling Preferences, select the Multi View tab. Appointment scheduling preferences Multi View In Multi-View Groups, select the open menu icon, and then select New. The New Multi-View Group window opens. Multi -iew group 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 appea

File Maintenance Help for NextGen® Enterprise 8

Set Up New Multi-View Group

Under Multi-View Groups, select Open Menu , and then select New. The New Multi-View Group window opens. Enter a new name for the multi-view group, and then select OK. The group name displays in the Multi-View Groups field. On the Multi View tab, select the resources to be a part of this multi-view group. The selected resources appear in your resource list. They also display in your Multi-View appointment window. To change the list order of the resources, highlight a resource, and then select or to move it up or down. To create another multi-view group, repeat steps 1 thru 4. After you set up the multi-view groups, select the group in the Default multi-view group field that you want to use as the default when users initially open the appointment book. Select the maximum number of resources to display on windows. If you want event colors to display in the scheduled slots of the Weekly Schedule and Multi-View tabs of the Appointment Book, select the Display event color in scheduled slots

File Maintenance Help for NextGen® Enterprise

Set Up New Multi-View Group

Under Multi-View Groups, select Open Menu , and then select New. The New Multi-View Group window opens. Enter a new name for the multi-view group, and then select OK. The group name displays in the Multi-View Groups field. On the Multi View tab, select the resources to be a part of this multi-view group. The selected resources appear in your resource list. They also display in your Multi-View appointment window. To change the list order of the resources, highlight a resource, and then select or to move it up or down. To create another multi-view group, repeat steps 1 thru 4. After you set up the multi-view groups, select the group in the Default multi-view group field that you want to use as the default when users initially open the appointment book. Select the maximum number of resources to display on windows. If you want event colors to display in the scheduled slots of the Weekly Schedule and Multi-View tabs of the Appointment Book, select the Display event color in scheduled slots

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

Set Scheduling Preferences for Multi View

Recommendations

Set Scheduling Preferences for Resources

Set Scheduling Preferences for Events

Set Scheduling Preferences for Multi View

Set Up New Multi-View Group

Set Up New Multi-View Group

Appointment Scheduling Preferences

Set Scheduling Preferences for Multi View

Set Scheduling Preferences for Resources

Set Scheduling Preferences for Events

Set Scheduling Preferences for Multi View

Set Up New Multi-View Group

Set Up New Multi-View Group

Appointment Scheduling Preferences