Schedule

NextGen® Enterprise EHR Help

Patient Grid

The patient grid displays the patient demographic details, financial and next appointment details. When you run the NextGen Care® Population Management Hub report, patient information appears in the patient grid. The patient grid displays the patient demographic details, patient's risk level (color-coded), patient portal enrollment status, financial information, and the next appointment details. Note: If multiple appointments are scheduled for a patient on the same day, the next immediate appointment of that day appears in the Next Appointment field when you run the report. When reports are filtered based on appointment schedule in the Appointment Book tab, the patient grid displays additional columns. Note: The following columns appear in the patient grid when they are enabled on the Grid + Data tab on the User Settings window. Insurance Balance Patient Balance Total Balance Next Appointment Date Next Appointment Provider Patient Grid Columns The patient grid provides information on t

NextGen® Enterprise EHR Help

Filter Patient on Schedule Information

You can filter the patient's schedule information. You can display the patients in the patient grid depending on the patient schedule information. From NextGen Care® Population Management Hub, select Appointment Book. From Locations, select one or more location names. To select all the locations at a time, select LocationName. Note: The location names are listed in the ascending alphabetical order. Select LocationName to change the order. In Date, select the date range. By default, the current system date is selected or today's date is selected. In Time, select the time range. By default, 12:00 AM to 11:00 PM time is selected. From Resources, select one or more resources. To select all the resources at a time, select the check box next to Description. From the Events list, select one or more events. To select all the events at a time, select the check box next to Name. Select Update. The patient grid displays the patients filtered based on the appointment schedule. Parent topic: Schedu

NextGen® Enterprise EHR Help

Appointment Book Tab Filter Details

You can view the description of the filters available on the Appointment Book tab. The table provides information about the filters using which you can filter the patients. Filters Description Locations You can select one or more locations to filter patients for display in the patient grid. If you have not selected a location, then location options in the list default to locations associated with the practice you have selected at the time of log in. You can change the default location and select more than one location. When you close and return to the application, the previously selected locations in NextGen Care® Population Management Hub are available. Date You can set appointment date range to filter scheduled patients. Date field is the only mandatory search parameter. Time You can set the appointment time range to filter scheduled patients. Resources You can select one or more resources to filter patients. If a provider has been selected in NextGen® Enterprise, the selected provid

NextGen® Enterprise EHR Help

NextGen Care® Population Management Hub Reports

The NextGen Care® Population Management Hub reports displays a list of the individual patients identified as part of a predefined patient population. Cohorts Filter My Lists Schedule You can filter the patients based on the NextGen® Enterprise PM schedule data to support care management work-flows such as care team huddles and pre-visit planning. Patient Grid The patient grid displays the patient demographic details, financial and next appointment details. Care Opportunities Outreach Log Configuration of the User and Global Settings Configuration of the user and global settings in NextGen Care® Population Management Hub. Parent topic: Using NextGen Care Population Management Hub

NextGen® Enterprise EHR Help

Restricted Patient Information in Patient Grid

If you are excluded from viewing patient information based on the System Administrator exclusion settings and the patient name appears in the patient grid of Appointment Book tab, then: The patient name in the patient grid appears as Restricted. If you select a restricted patient from the patient grid, the information is not populated on the Care Opportunities tab. The options available on the lower toolbar of the NextGen Care® Population Management Hub is not available for the restricted patient. For more information on System Administrator inclusion and exclusion settings, go to NextGen Healthcare Success Community, and download the System Administrator Guide for NextGen® Enterprise. Parent topic: Schedule

Help Guide for NextGen® Enterprise PM 8

Appointment Book

The Appointment Book window in NextGen® Enterprise PM provides an overview of the appointment schedule for the various resources and locations within the practice. The appointment book is used to schedule, reschedule, and cancel patient appointments. You can view appointments for: An individual resource for a specific day, week, or month. Multiple resources at the same time for a specific day. To access Appointment Book in NextGen® Enterprise PM, do one of the following: From the main toolbar, select the ApptBook button. From the Tasks menu, select Appt Book. Appointment Book Toolbar Appointment Statuses You can get different appointment statuses and their description. Category and Location Tooltip You can know more information about the category and location tooltips and where to find them in the appointment book. Custom Tooltip You can get more information about appointments using the custom tooltip. Appointment Book Views You can know more information about the different views that

Schedule

Recommendations

Patient Grid

Filter Patient on Schedule Information

Appointment Book Tab Filter Details

NextGen Care® Population Management Hub Reports

Restricted Patient Information in Patient Grid

Appointment Book

Patient Grid

Filter Patient on Schedule Information

Appointment Book Tab Filter Details

NextGen Care® Population Management Hub Reports

Restricted Patient Information in Patient Grid

Appointment Book