Set Up Recurring Appointments Schedules

Help Guide for NextGen® Enterprise PM 8

Set Up Recurring Appointments Schedules

You can set up recurring appointments for patients who visit the provider regularly by using an existing appointment as a template. The recurring appointments follow the event and time of the template appointment. Note: When setting up recurring appointments, the following actions occur: You can choose to attach insurance to appointments in the series. Payer alerts continue to display for each appointment in the series, if turned on. If a case is attached to the appointment, it automatically attaches to recurring appointments. You can also choose to mark recurring appointments as self-pay if the original appointment is self-pay. Open NextGen® Enterprise PM. From the main toolbar, select ApptList . The Appointment Lookup window opens. Do one of the following: Select the existing template appointment, and then select Make Recurring on the Appointment Book toolbar. Right-click the template appointment, and select Make Recurring. The Recurring Appointment window opens. In Next Occurrence,

Help Guide for NextGen® Enterprise PM 8

Add Appointments

You can schedule an appointment for a resource at a particular time and date. Open NextGen® Enterprise PM. From the main toolbar, select ApptBook. The Appointment Book window opens. Note: To improve the response time, you can open the Appointment Scheduling preferences and select the Only show my preferred resources option under the Resources tab. In the Daily, Weekly Schedule, or Multi-View tabs, select a resource, date, and time slot to schedule an appointment. To add an appointment, 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. Enter the details in the mandatory fields. To select and link a person or patient to the appointment, select the open menu icon in the upper-right side of the Add Appointment window and select the patient. Select a Referring Physician for the appointment. Select the open menu icon and select Open Existing Encounters or double-click an encounter to attach it t

Help Guide for NextGen® Enterprise PM 8

Schedule Recurring Appointments from Existing Group Appointments

Open NextGen® Enterprise PM. From the main toolbar, select ApptBook. In the Daily, Weekly, Weekly Schedule, or Multi-View, right-click an individual appointment scheduled as part of a group appointment, and then select Open > Group Appointment. To create additional recurring group appointments with the same details, select the Make Recurring link. The Recurring Appointment window opens. In the Next Occurrence field, select the date for the next group appointment in the recurring series. Select End after [n] Occurrences or End on [mm/dd/yyyy]. Note: This option is selected by default with an end date of one year from the current appointment date. In Occurs, select Daily, Weekly, Monthly, or Yearly for the occurrence frequency, and then enter the corresponding details. Note: Daily is selected by default. To display a message when a category conflict is found, select the Check for Conflicting Categories checkbox. This checkbox is selected by default. For example, the category on the time

Help Guide for NextGen® Enterprise PM 8

Schedule Recurring Appointments from Existing Group Appointments

Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. Select the Group Check-in icon. The group modal window opens. Select the member's individual appointment. Right-click and then select Open > Group Appointment. The Edit Appointment window opens. To create additional recurring group appointments with the same details, select the Make Recurring link. The Recurring Appointment window opens. In Next Occurrence, select the date for the next group appointment in the recurring series. Select End after [n] Occurrences or End on [mm/dd/yyyy]. Note: This option is selected by default with an end date of one year from the current appointment date. In Occurs, select Daily, Weekly, Monthly, or Yearly for the occurrence frequency, and then enter the corresponding details. Note: Daily is selected by default. To display a message when a category conflict is found, select the Check for Conflicting Categories checkbox. This checkbox is selected by default. For example, the category on th

Help Guide for NextGen® Enterprise PM 8

Set Up Recurring Appointments from Group Appointments

Open NextGen® Enterprise PM. From the main toolbar, select ApptBook. From the Daily, Weekly Schedule or Multi-View view, select the resource, date and time slot for the first group appointment in the recurring series. Do one of the following: From the appointment toolbar, select Add Group Appts. Right-click on the time slot, and then select New > Group Appointment. The Add Group Appointment window opens. Enter the mandatory details for the appointment. To save the first group appointment and create additional recurring group appointments with the same information, select the Make Recurring link. A message appears to save the current group appointment and create individual appointments for members in the group. Select Yes. The Recurring Appointment window opens. In the Next Occurrence field, select the date for the next group appointment in the recurring series. Select End after [n] Occurrences or End on [mm/dd/yyyy]. Note: The date option is selected by default with an end date of one

Help Guide for NextGen® Enterprise PM 8

Set Up Recurring Appointments from Group Appointments

Open NextGen® Enterprise PM. From the main toolbar, select ApptBook. From the Daily, Weekly Schedule or Multi-View view, select the resource, date and time slot for the first group appointment in the recurring series. Do one of the following: From the appointment toolbar, select Add Group Appts. Right-click on the time slot, and then select New > Group Appointment. The Add Group Appointment window opens. Enter the mandatory details for the appointment. To save the first group appointment and create additional recurring group appointments with the same information, select the Make Recurring link. A message appears to save the current group appointment and create individual appointments for members in the group. Select Yes. The Recurring Appointment window opens. In the Next Occurrence field, select the date for the next group appointment in the recurring series. Select End after [n] Occurrences or End on [mm/dd/yyyy]. Note: The date option is selected by default with an end date of one

Set Up Recurring Appointments Schedules

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