Search for Appointments Using Enterprise Appointment Search Ahead

Help Guide for NextGen® Enterprise PM 8

Search Criteria for Enterprise Appointment Search Ahead

You can use the search criteria on the Enterprise Appointment Search Ahead window to find available time slots to book new appointments in various practices without having to log out from the currently logged on practice. Multiple parameters can be used together. For example, you can simultaneously select an enterprise event, a service location, a resource, and an appointment date range, and find the available slot. The following search criteria are available. Field Description Patient You can select a patient from the patient lookup. Note: The patient name and address including the zip code information are added on the Enterprise Appointment Search Ahead window. Enterprise Event This is the only field that is available when the Enterprise Appointment Search Ahead window opens. The remaining search criteria such as Search By, Resource, and Service Location are available after you select the enterprise event. Note: This is a mandatory field. Enterprise events appear in this list only if

Help Guide for NextGen® Enterprise PM 8

Enterprise Appointment Search Ahead

When scheduling a new appointment across various practices, you can use the Enterprise Appointment Search Ahead window in NextGen® Enterprise PM to find available time slots for a specific event, location, and resource to book new appointments in various practices, without logging out of the currently logged on practice and logging on to other practices. For example, a patient wants to schedule an appointment for LASIK surgery and calls the scheduler. The scheduler, an enterprise user, logged on to practice A and has access to four more practices. The scheduler can view all available time slots on the Enterprise Appointment Search Ahead window without logging out of Practice A and logging in to the other for practices. You can open Enterprise Appointment Search Ahead in the following ways. By selecting Tasks > Appt Search > Enterprise. By selecting the icon in Appointment Book. You can use an enterprise event or any of the following combinations in your search to find an available time

Help Guide for NextGen® Enterprise PM 8

Searching for Appointments

In NextGen® Enterprise PM, you can use the Appointment Lookup window to search for existing appointments. While scheduling appointments, you can search for the available timeslots in the following locations: The Appointment Search Ahead feature on the Appointment Book window. Task > Appointment Search Ahead. Search from the Appointment Lookup Window You can search for the appointments for a patient to edit, delete, cancel appointments, and so on. Appointment Search Ahead You can search for available time slots for an event, a resource, and a location when you schedule appointments. Enterprise Appointment Search Ahead You can seamlessly search for available time slots and schedule appointments across various practices. Patient Lookup in Enterprise Appointment Search Ahead You can add a patient from patient lookup to search for available time slots and book appointment across various practices. Searching for Appointments With Enterprise Events You can search for an appointment across var

Help Guide for NextGen® Enterprise PM 8

Appointment Search Ahead

In NextGen® Enterprise PM while scheduling an appointment, you can use the Appointment Search Ahead feature to find the available timeslots for a specific event, location, and resource. For example, a patient wants to book an appointment for a physical exam at the main office location with Dr. Smith. The patient wants the appointment within the next three weeks and preferably on a Tuesday or Thursday morning. You can enter these criteria on the Appointment Search Ahead window to find the available time slots that meet the patient's request. When searching for available timeslots, you can use any of the following combinations in your search: One event, one service location, one resource One event, one service location, multiple resources One event, one service location, one class One event, multiple service locations, one resource One event, multiple service locations, multiple resources One event, multiple service locations, one class Note: You cannot select both a class and a resource

Help Guide for NextGen® Enterprise PM 8

Schedule Appointments from Available Timeslots

You can schedule an appointment for a patient from the available time slots on the Enterprise Appointment Search Ahead window. On the Enterprise Appointment Search Ahead window, in the Available Timeslots section, right-click or double-click the desired time slot. If you have multiple resources and service locations from various practices for the selected event, you can select on the filter on the Practice column in the Available Timeslots section. The available time slots for the resources and service location of the selected practice lists. The Book Appointment menu appears. Select Book Appointment. The event, resources, service location, date, and time fields are filled. The Add Appointment window opens. Select the open menu icon, and select Lookup. If the patient is selected on the Enterprise Appointment Search Ahead window, the patient information is added on the Add Appointment window. The People Lookup window opens. Find a patient, and select Open. The patient information is add

Help Guide for NextGen® Enterprise PM 8

Search for Appointments Using Appointment Search Ahead

While scheduling an appointment you can search for the available time slots for an event, a resource, and a location from the Appointment Search Ahead window and book an appointment. To open the Appointment Search Ahead window, do one of the following: Select Tasks > Appt Search. In the Appointment Book window, select the Appointment Search icon. The Appointment Search Ahead window opens. In the Event field, select an event or an event chain for the search. This is a mandatory field. In the Service Location field, select one or more locations for the search, or select the All option to include all locations. This is a mandatory field. In the Resources/Classes field, select one or more resources for the search, or select a single class. This is a mandatory field. Note: You cannot select both a resource and a class. Enter the other fields in the Search Criteria section as needed. Select Find. All the available time slots that match the search criteria entered appear in the Available Time

Search for Appointments Using Enterprise Appointment Search Ahead

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