Cancel an Appointment

NextGen® Enterprise EHR Help

Remove an Appointment

You can only remove appointments created in NextGen® Enterprise EHR, not those created in NextGen® Enterprise PM. Note: Removing an appointment is not the same as canceling it. Removing an appointment permanently deletes it. Select an appointment. Select Remove in the toolbar. A confirmation message Appointments appears for removal of appointments. Select Yes. The appointment is permanently deleted from the Appointments list. Parent topic: Appointments

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

Cancel an Appointment

You can only cancel appointments created in NextGen® Enterprise EHR, not those created in NextGen® Enterprise PM. You can view the canceled appointments. Select an appointment. Select Cancel Appointment in the toolbar. An Appointments cancelation confirmation window opens. To cancel the appointment, select Yes. The appointment is cancelled and removed from the appointments list. To view canceled appointments, select Appointments > Show Cancelled Appointments menu. Canceled appointments appear with a strikethrough line. Note: Appointments canceled for the current date are displayed, whether the Show Cancelled Appointments options is not selected. Parent topic: Appointments

NextGen® Enterprise EHR Help

Remove an Appointment

You can only remove appointments created in NextGen® Enterprise EHR, not those created in NextGen® Enterprise PM. Note: Removing an appointment is not the same as canceling it. Removing an appointment permanently deletes it. Select an appointment. Select Remove in the toolbar. A confirmation message Appointments appears for removal of appointments. Select Yes. The appointment is permanently deleted from the Appointments list. Parent topic: Appointments

Help Guide for NextGen® Enterprise PM 8

Delete an Appointment

You can delete an appointment for a patient from the following locations in NextGen® Enterprise PM: Appointment Book (all views except Monthly) Appointment Lookup Window Clinical History/Notes tab in the Patient Chart. Note: If it is important to record the reason for deleting an appointment, NextGen Healthcare recommends that you cancel the appointment instead of deleting it. Delete an Appointment From Appointment Book You can delete an appointment from the Appointment Book window if the appointment is no longer needed. Delete an Appointment From Appointment Lookup You can delete an appointment from the Appointment Lookup window, if the appointment is no longer needed. Delete an Appointment From Clinical History/Notes You can delete an appointment from the Patient Chart window, if the appointment is no longer needed. Delete Linked Appointments When you delete an appointment for the patient, you can delete the linked appointments as well, if the patient has any. Delete Recurring Appoin

Help Guide for NextGen® Enterprise PM 8

Cancel Group Appointments

When you cancel a group appointment, all associated individual member appointments are also automatically cancelled. A group appointment in a recurring series has a combination of linked and unlinked group appointments. You can determine the group appointment that needs to canceled. You can also cancel a group appointment shell which can be a part of recurring series or a non-recurring one. In NextGen® Enterprise PM, open the appointment book. From the Daily, Weekly List, Weekly Schedule, or Multi-View view, right-click an individual appointment that is scheduled as part of a group appointment, and then select Open > Group Appointment. The Edit Group Appointment window opens. Edit Group Appointment Before you cancel a group appointment, clear any indicators against member appointments under the Associated Member Appointments section. The Cancelled check box becomes available. Select the Cancelled check box. Then select a reason for cancellation. Note: Reason is a required field, which

Cancel an Appointment

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