View a Patient's Appointments

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

Track Patient During an Appointment

You can view and update the time and current location of the patient during an office visit. For more information on patient appointments, go to NextGen Healthcare Success Community and download the latest Getting Started Guide for NextGen® Adaptive Content Engine. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. Select an encounter dated Today, or create an encounter. 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. To view a quick summary of the patient tracking records for the visit, on the Patient Information Card (PIC), hover over Patient Tracking.The Patient Tracking table appears displaying information on the appointment time, room, status, recorded time, and documenting person. To view more details of the appointment and update the room and tracking status; on the PIC, select Patient Tracking.The Todays Patient Tracking wind

NextGen® Adaptive Content Engine Help Enterprise 8

View Status and Location of a Patient

Patient Tracking is optional. The intake staff can proceed with the workflow without documenting the appointment details. If the patient’s status changes, this will be visible on the Inbox. It is generally not necessary to send a task regarding a change in status. Open NextGen® Enterprise EHR. Click the Patient Tracking button on the Patient Information Card. 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. Click 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, click the By Provider option to access Add and Search in System Administrator. Parent topic: Overview of the Checkout Staff Workflow

NextGen® Adaptive Content Engine Help Enterprise 8

View the Patient Status and Location

You can view the status and location of a patient. 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. Patient Appointments template Select EHR Appointments. The Patient Appointments template opens. Note: The When, Provider, and Location fields contain the current date and time, provider name, and practice location. In the View section, select By Provider to enable the Add and Search buttons. Enter the details for Room, Reason, and Status. Note: Patient tracking is optional. The intake staff can proceed with the workflow without documenting the appointment details. Any change in the patient’s status is visible in the inbox. It is generally not necessary to send a task regarding a change in status. Update Patient Tracking You

NextGen® Enterprise EHR Help

View Patient Appointments

Before you begin You must ensure that you have an active license for NextGen® Enterprise PM. In NextGen® Enterprise EHR Appointments Quick Button, you can view patients future and past appointments based on configuration. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. On the Quick Buttons panel, hover over Appointments.The Appointments table appears displaying the configuration message, the patient's future and recent past appointments and date and time, status, resource or provider, location and reason columns. When the View by Resource is selected in the Inbox module of NextGen® Enterprise EHR, the resource column appears in the Appointments table; similarly, when the View by Provider is selected, the provider column appears. Note: The patient's future appointments appear first on the Appointments table, highlighted in bold text, followed by recent past appointments. If no appointments are scheduled for a selected patient, a message appears stating

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

View a Patient's Appointments

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