Workflow Appointment Statuses

Help Guide for NextGen® Enterprise PM 8

Appointment Statuses

All appointments have one of the following statuses at a given point in time: Expected: The appointment is scheduled for the current or future date and is not in the Kept state. Kept: The appointment moves to the kept state in the following ways: When you select the Checkin/Create Encounter option for an appointment, it follows the autoflow process, which automatically selects the Appointment Kept option in the Add Appointment or Edit Appointment window. You can open the appointment, and select the Appointment Kept option manually without going through the Checkin/Create Encounter autoflow process. Cancelled: The appointment is cancelled. No Show: When the patient does not check-in or cancel the appointment, and if the Appointment Kept option was not automatically or manually selected, then the appointment status automatically changes to No Show after midnight on the scheduled day. Pending: The appointment is attached to the NextGen® Enterprise PM email and sent to the user requesting

NextGen® Adaptive Content Engine Help Enterprise 8

View a Patient's Appointments

You can view a patient's appointments. Open NextGen® Enterprise EHR. On the Patient Information Card, select the Patient Tracking button. Note: Patient Tracking is available only when the patient has an active encounter dated Today. For all other encounters, the Patient Tracking button appears as New Encounter. The Todays Patient Tracking template opens. Select EHR Appointments. The Patient Appointments template opens. Patient Appointments The When, Provider, and Location fields contain the current date and time, provider name, and practice location. In the View section, select the By Provider option to enable the Add and Search buttons if the permission is granted in the System Administrator application. The Appointments section displays both past and future appointments. The future appointments section displays appointments with the status Booked and the past appointments section displays appointments with status Kept and No Show. For appointments created in NextGen® Enterprise PM, t

NextGen® Enterprise EHR Help

Create an Appointment

NextGen recommends to create and manage appointments in NextGen® Enterprise PM, not in NextGen® Enterprise EHR, if you use NextGen® Enterprise PM as your scheduling source. Appointments created in NextGen® Enterprise EHR are not communicated to NextGen® Enterprise PM. You can create an appointment in NextGen® Enterprise EHR only if you have the View by Provider display setting enabled. If you select View by Resource, you cannot create an appointment in NextGen® Enterprise EHR. You may also create an appointment in NextGen® Enterprise EHR if you use a third-party scheduling application instead of NextGen® Enterprise PM. You can create an appointment in the Appointments tab of the Workflow module. You can create a custom status for the appointment. Select a patient. Note: You must select a patient to create an appointment in the Appointments tab. Access the Appointments tab. Select New in the toolbar. Note: If there are no appointments scheduled for the selected day in the calendar, New

NextGen® Enterprise EHR Help

Appointments

The Appointments tab of the Workflow module provides access to the daily appointments of the patients for multiple providers in NextGen® Enterprise EHR. Appointments show for the selected date on the calendar. The calendar defaults to the current date. Hovering your mouse over a date on the calendar displays information about appointments scheduled for that day. Hovering your mouse over the Appointments button in the Demographics section enables you to view the list of the appointments for the selected patient or task. Appointment information includes the appointment time, room, patient name, subject, reason, status, provider or resource name, and wait time. You may select a specific view to view patient appointments by: Daily Multi-View Timeline Right-clicking an appointment provides the same options as the buttons displayed on the toolbar. You can either select an appointment and select the required button on the toolbar, or right-click an appointment and select a required option. Ap

NextGen® Enterprise EHR Help

Update an Appointment

You may update all information for appointments created in NextGen® Enterprise EHR. Note: Only the appointment status and room number may be modified in the Workflow module if an appointment was created in NextGen® Enterprise PM. Select an appointment. Select Update in the toolbar. Edit the required fields. Select Commit Changes in the toolbar. The changes are saved, and the appointment is updated. Parent topic: Appointments

File Maintenance Help for NextGen® Enterprise 8

NextGen® Enterprise EHR Practice Preferences Options

The EHR tab in Practice Preferences window enables you to select the items that appear in NextGen® Enterprise EHR. The following table describes the options for NextGen® Enterprise EHR Practices Preferences. Options Description Use PM as EHR's scheduling source If you have a license for NextGen® Enterprise PM, then the Workflow module in NextGen® Enterprise EHR uses NextGen® Enterprise PM as the default scheduling source and you cannot create appointments or modify appointment information (except room and status) in NextGen® Enterprise EHR. In the Appointments section of the Workflow module, all NextGen® Enterprise PM resources are available, and you can view all the NextGen® Enterprise PM appointments. If the check box is not selected, only providers are available in the Appointments section. Override EHR appointment "reason" and "subject" fields with "details" and "event" from PM appointment This preference controls which items from a NextGen® Enterprise PM appointment appear in the

Workflow Appointment Statuses

Recommendations

Appointment Statuses

View a Patient's Appointments

Create an Appointment

Appointments

Update an Appointment

NextGen® Enterprise EHR Practice Preferences Options

Appointment Statuses

View a Patient's Appointments

Create an Appointment

Appointments

Update an Appointment

NextGen® Enterprise EHR Practice Preferences Options