View Patient Appointments

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

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.

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

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

View Appointments for Multiple Resources

You can view appointments for multiple resources at once. Access the Appointments tab. Select the Resources list arrow available at the upper right corner. Select the check box for each resource to view the appointment schedule. The Appointments button displays the count of the appointments, and the appointments list displays the appointments for the selected resources. These settings visibles next time you access NextGen® Enterprise EHR. Parent topic: Appointments

NextGen® Enterprise EHR Help

View Appointments for Multiple Providers

You can view appointments for multiple providers at once. Open the Appointments tab. Select the Providers list available at the upper right corner. Select the check box for each provider to view the appointment schedule. The Appointments button displays the count of the appointments, and the appointments list displays the appointments for the selected providers. These settings are visible next time, you access NextGen® Enterprise EHR. Parent topic: View Provider or Resource Appointments

View Patient Appointments

Before you begin

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Manage Patient Appointments View at User-Level

Patient Appointments

Create an Appointment

View Existing Appointments for a Patient

View Appointments for Multiple Resources

View Appointments for Multiple Providers

Manage Patient Appointments View at User-Level

Patient Appointments

Create an Appointment

View Existing Appointments for a Patient

View Appointments for Multiple Resources

View Appointments for Multiple Providers