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Help Guide for NextGen® Enterprise PM 8
The following table describes the fields that are available in the Search Criteria section of the Appointment Lookup window: Field Description Last You must enter the patient's last name. First/Preferred You must enter the patient's first name or preferred name. Middle You must enter the patient's middle name. Suffix You must select the patient's last name suffix. Note: This field appears when you select the Include suffix on lookup screens option in the General tab of the Practice Preferences window. Date of Birth You must enter the patient's birth date in MM/DD/YYYY format. Social Security You must enter the patient's social security number. Description You must enter all or part of the text in the Description field on the Edit Appointment window. Status You can select one or more appointment statuses from the following: Canceled Expected Kept No Show Pending Note: The default appointment status that you select in the Default appointment lookup status option in the General tab of theAppointment Lookup Search Criteria
File Maintenance Help for NextGen® Enterprise 8
The following table describes the fields in Appt Scheduling Practice Preferences When Scheduling Appointments Field Description Do not allow checkin of future appts Select this check box to prevent users from checking in patients and creating encounters for future dates from the Appointment Book or Appointment List (in the Appointment Lookup window). Future date is defined as a date that occurs after today's date. Do not allow checkin of cancelled appts Select this check box to prevent users from checking in patients and creating encounters for cancelled appointments from the Appointment List (in the Appointment Lookup window). Do not allow unlinked patient appts Select this check box to ensure that all appointments are linked to a patient, who is already in the system. This will disable the right side of the Add Appointment window and the user will not be able to make an appointment without finding a patient through Patient Lookup. Note: If this field is selected and the user clears tAppt Scheduling Practice Preferences Field Descriptions
File Maintenance Help for NextGen® Enterprise 8
The Patient Notifications practice preferences enables you to setup the type of communication methods used for contacting a patient within your practice. The notification preferences selected on this window, will display on the Demographics tab of the Patient/Person Information window and on various reports. You can change the order of the notification types, select the notification preferences and contact methods, display the Notification field in demographics, make the Notification field required, and automatically select the notification preferences in the Notification field. You can make these notifications specific to a single practice. After you select the check box to make the notifications practice specific, it cannot be reversed. This is a permanent selection. Note: Changes made to notification preferences only apply to new Patient/Person records. Fields on existing records will not be changed. All notifications selected, prior to upgrade to the current release, will be selectPatient Notifications Practice Preferences
Help Guide for NextGen® Enterprise PM 8
The following table describes the columns that are available in the Appointment List section of the Appointment Lookup window: Column Description Auto Size Column You must select this option to automatically resize the selected column to fit the content. Auto Size All Columns You must select this option to automatically resize all the columns in the Appointment List to fit the content. Date/Time Displays the date and time from the Edit Appointment window. Patient Displays the last, first, and middle names of the patient from the Add Patient Information or Update Patient Information window. Description Displays the text from the Description field of the Edit Appointment window. Note: The patient's last and first names appear in this column by default. Event Displays the Event selected in the Edit Appointment window. Resource Displays the Resource selected in the Edit Appointment window. Location Displays the Service Location selected in the Edit Appointment window. Status Displays the cAppointment Lookup Results Settings
NextGen® Enterprise EHR Help
You can select and sort columns. Select Columns from the Report Filter Settings List. Report Filter Set up the Columns you wish to display on the report. The following Columns are available by default: Lst Name - Display Patient's Last Name Mid Name - Display Patient's Middle Name Fst Name - Display Patient's First Name DOB - Display Patient's Date of Birth Age - Display Patient's Age Gen - Display Patient's Gender Race - Display Patient's race Ethnicity - Display Patient's ethnicity Deceased - Display Patient's deceased indicator Addr 1 - Display Patient's Address 1 Addr 2 - Display Patient's Address 2 Pat City - Display Patient's City Pat State - Display Patient's State Pat Zip - Display Patient's Zip Code Pat Hm Phone - Display Patient's Home Phone Number Person Nbr - Display Patient's or Person's Number Preferred Contact Method - Display Patient's Preferred Contact Method Patient Status - Display Patient's Status Practice Name - Display Patient's Practice Name Note: Availability ofSelect and Sort Columns
File Maintenance Help for NextGen® Enterprise 8
The General tab on the Default Appointment- Scheduling Preferences window enables you to set the default appointment scheduling preferences. The following table describes the fields on the General tab. Field Description Refresh appointments every "X" minutes If there are multiple users scheduling appointments at the same time, you can make the application refresh the appointment book at set intervals by entering the desired number of minutes. The refresh option updates the appointment book with any new appointments, cancellations, and modifications. Default scheduler start time You can enter the time that you want displayed initially at the top of the appointment book views. Default appointment look up date You can select a default date that fills the Appointment Date, Beginning, and Thru fields on the Appointment Lookup window. After the default appointment look up date is set, the next time a user accesses the Appointment Lookupwindow, the Appointment Date field displays the value en