Create an Appointment

NextGen® Enterprise EHR Help

Source Scheduling

NextGen® Enterprise PM is used as the default appointment scheduling source in the Workflow module if you are licensed to use. This default is set by the NextGen® Enterprise EHR practice preference to Use PM as EHR's scheduling source in File Maintenance. For more information on this practice preference, go to NextGen Healthcare Success Community and download the latest File Maintenance Preferences Guide for NextGen® Enterprise. If you set NextGen® Enterprise PM as your scheduling source, all scheduling must set up in NextGen® Enterprise PM. Both provider and resource appointments are available in the Workflow module. If you are not licensed to use NextGen® Enterprise PM, or if you choose to disable the practice preference to use NextGen® Enterprise PM as the default scheduling source, you can only work with provider appointments. If the Override EHR appointment reason and subject fields with details and event from PM appointment option in Practice Preferences is enabled, the following

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

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

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

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

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.

Create an Appointment

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