Patient Appointments

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

Manage Patient Appointments View at User-Level

You can customize the patient's Future and Past appointments displayed on the Appointments Quick Button in NextGen® Enterprise EHR. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. On the Quick Buttons panel, select .The My Quick Button Settings window opens. In the Appointments row, select .The future and past appointments view configuration window opens displaying the default values for future and past appointments are 5 and 10, respectively. To view the required number of appointments, select values from Future and Past appointments list. Note: You can set a limit to view the number of patient's Future appointments to 5, 10, or 15 and the number of Past appointments to 0, 5, 10, or 15. Select OK. To view the practice configured appointments, select Reset to Practice Settings, and then select Apply. Parent topic: Patient Appointments

NextGen® Enterprise EHR Help

Quick Buttons for Patient Medical Summary Information

The Quick Buttons panel on the NextGen® Enterprise EHR main window provides you quick access to the patient's medical summary information, including automatic counts and visual indicators for various key clinical elements, and also the option to open several different clinical modules. The availability of the Quick Buttons depends on the practice-level configurations in File Maintenance. You can customize the order of Quick Buttons to suit workflow. Also, the practice can set Quick Buttons to be hidden by users if desired. Quick Buttons in NextGen Enterprise EHR List of Quick Buttons and their description that provides you quick access to the patient's medical summary information, including automatic counts and visual indicators for various key clinical elements. Manage Practice-Level Configurations of Quick Buttons You can show, hide, and re-arrange buttons in the Quick Buttons panel at the practice level and can also grant user-level permission to hide a button on the Quick Buttons p

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

Help Guide for NextGen® Enterprise PM 8

View Existing Appointments for a Patient

You can view existing appointments for a patient from the following locations in NextGen® Enterprise PM: Appointment Lookup window. Add Appointment and Edit Appointment window Patient Information Bar in the Patient Chart. Clinical History/Notes tab in the Patient Chart. View Existing Appointments from Appointment Lookup View Existing Appointments from Add or Edit Appointment View Existing Appointments from Patient Chart You can view existing appointments for a patient from the Patient Chart window. Parent topic: Appointment Scheduling

Patient Appointments

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View Patient Appointments

Manage Patient Appointments View at User-Level

Quick Buttons for Patient Medical Summary Information

Create an Appointment

Appointments

View Existing Appointments for a Patient

View Patient Appointments

Manage Patient Appointments View at User-Level

Quick Buttons for Patient Medical Summary Information

Create an Appointment

Appointments

View Existing Appointments for a Patient