Track the Patient's Appointment

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

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® 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

NextGen® Enterprise EHR Help

Patient Appointments

In NextGen® Enterprise EHR Appointments Quick Button, you can view five future and 10 past appointments for a selected patient by default. You can view up to 15 future and 15 past appointments based on configuration. The Appointments table provides information on the following: Appointment date and time Status (Kept, Chart Complete, No Show) Provider/Resource name Provider's location Reason for appointment The count appearing on the Appointments button indicates the total number of future appointments scheduled for a patient in the enterprise regardless of configurations. The icon indicates that the patient does not have any scheduled future appointments. If the scheduling source is View by Provider, the count indicates only the appointments created in NextGen® Enterprise EHR. If the scheduling source is View by Resource, the count indicates only the appointments created in NextGen® Enterprise PM. Note: The appointments' count is not available for external practice management systems.

Help Guide for NextGen® Enterprise PM 8

View Appointments for the Active Patient

In NextGen® Enterprise PM, open the Appointment Lookup window by doing one of the following: From the main toolbar, select the Appt List button. From the Tasks menu, select Lookup, and then Appointments. Appointment Lookup window Select the arrow next to Find, and then select Access Active Patient from the menu. The Appointment List section of the Appointment Lookup window displays appointments for the active patient. Parent topic: Opening the Active Patient Record

Track the Patient's Appointment

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View Existing Appointments for a Patient

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View Appointments for the Active Patient