Set Up Note Templates for an Event

Help Guide for NextGen® Enterprise PM 8

Set Up Locations for an Event

The Locations tab on the Add Event or Edit Event window is used when appointments for a specific event should only be scheduled at specific locations. For example, when a Procedure event is scheduled with a provider, it should always be scheduled at one of the two locations that have a procedure room available. When attempting to schedule an appointment for an event at an invalid location, a scheduling conflict is generated. The appointment can only be scheduled if the user has security access rights to override appointment conflicts. 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 Events tab. Right-click an event, and select Open. The Edit Event window opens. Select the Locations tab. The list of locations with loc

Help Guide for NextGen® Enterprise PM 8

Set Up Default Resources for an Event

The Default Resources tab on the Add Event or Edit Event window is used when an appointment for a specific event should always default onto one or more schedules in addition to the resource for which the appointment is already being scheduled. For example, when a Procedure event is scheduled with a provider, the appointment should also default onto the schedules for the Nurse resource and the Procedure Room resource. Note: It is important to understand that in addition to the resource selected when an appointment for the event is scheduled, the appointment will also be scheduled with all default resources. In other words, if there are two default resources defined for an event, the appointment will be scheduled for three resources. While scheduling a new appointment, if the preference Automatically select default resource(s) when creating new appointment is selected, then when the events are changed the corresponding default resources link to the appointment. If the preference Automati

Help Guide for NextGen® Enterprise PM 8

Set Up Note Templates for an Event

The Note Template tab on the Add Event or Edit Event window is used when users must be prompted to complete a Microsoft® Word Template (.dot format) when scheduling an appointment for a specific event. The Word Template automatically appears on the Add Appointment window after you select the event and the patient for the appointment. When you add or edit an event after selecting the Require note template option, you must add the note in the Note Template tab. If you do not add the note, then while saving the event, then a message appears stating that you must add a note if the note is required. Note: The Microsoft® Word Template must first be imported into NextGen® Enterprise PM from File > Tools > Image Explorer. 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 Sche

Help Guide for NextGen® Enterprise PM 8

Add or Modify an Event

The Add Event or Edit Event window includes general information about the event in the section at the top, and tabs for more specific information about the event at the bottom. 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 Events tab. Do one of the following: To add an event, select the open menu button and select New. To modify an event, select an event in the list, select the open menu button and select Open. The Add Event or Edit Event window opens. In the Event field, enter a name for the event. The name appears on the Add Appointment or Edit Appointment window in the Event or Event Chain field when you schedule an appointment for the event. It also appears on scheduled appointments in the Appointment Book > D

Help Guide for NextGen® Enterprise PM 8

Add or Modify an Event

The Add Event or Edit Event window includes general information about the event in the section at the top, and tabs for more specific information about the event at the bottom. 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 Events tab. Do one of the following: To add an event, select the open menu button and select New. To modify an event, select an event in the list, select the open menu button and select Open. The Add Event or Edit Event window opens. In the Event field, enter a name for the event. The name appears on the Add Appointment or Edit Appointment window in the Event or Event Chain field when you schedule an appointment for the event. It also appears on scheduled appointments in the Appointment Book > D

Help Guide for NextGen® Enterprise PM 8

Set Up Locations for an Event

The Locations tab on the Add Event or Edit Event window is used when appointments for a specific event should only be scheduled at specific locations. For example, when a Procedure event is scheduled with a provider, it should always be scheduled at one of the two locations that have a procedure room available. When attempting to schedule an appointment for an event at an invalid location, a scheduling conflict is generated. The appointment can only be scheduled if the user has security access rights to override appointment conflicts. 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 Events tab. Right-click an event, and select Open. The Edit Event window opens. Select the Locations tab. The list of locations with loc

Set Up Note Templates for an Event

Recommendations

Set Up Locations for an Event

Set Up Default Resources for an Event

Set Up Note Templates for an Event

Add or Modify an Event

Add or Modify an Event

Set Up Locations for an Event

Set Up Note Templates for an Event

Set Up Locations for an Event

Set Up Default Resources for an Event

Set Up Note Templates for an Event

Add or Modify an Event

Add or Modify an Event

Set Up Locations for an Event