Viewing Schedules

NextGen® Mobile Help

Viewing Schedules

You can check the following patient information in the Schedule view: Patient demographics Appointment time and status Location Appointment life-cycle status with unique color check-in indicators. Note: The status and check-in indicators are based on the patient details in Patient Tracking in NextGen® Enterprise EHR version 6.0 and above and Workflow Status in NextGen® Enterprise PM. Workflow completion for a patient Room details, if recorded in NextGen® Enterprise EHRNote: The room details are based on the information in PAQ > Apts > Room. Reason for visit when recorded on the appointment in NextGen® Enterprise PMNote: The reason for visit is based on the information in PAQ > Apts > Reason for Visit. Note: If your patient in the Primary Care, Federally Qualified Health Centers (FQHC), or Behavioral Health specialty, synchronized with Population Health System (PHS) has clinical gaps in care with high risk scores, the warning indicator appears in the Schedule view. You can configure a c

Help Guide for NextGen® Enterprise PM 8

Workflow Appointment Statuses

In addition to the standard appointment statuses used in NextGen® Enterprise PM (expected, kept, cancelled, no show, and pending), you can create custom appointment statuses in NextGen® Enterprise EHR and can be used in the Workflow module. These workflow statuses can be integrated with the Appointment Book. When you select the Display appointment text in Workflow status color option in the General tab of the Appointment Scheduling Preferences window, the text color of scheduled appointments in NextGen® Enterprise PM changes to reflect the color of the appointment workflow status in NextGen® Enterprise EHR. Custom Appointment Statuses for use in workflow are created in Appointment Preferences in NextGen® Enterprise EHR. When the appointment status is changed in the Workflow module in NextGen® Enterprise EHR, the text color on the appointment changes to reflect the status selected. The text color of scheduled appointments in the Appointment Book in NextGen® Enterprise PM also changes to

Help Guide for NextGen® Enterprise PM 8

Workflow Appointment Statuses

In addition to the standard appointment statuses used in NextGen® Enterprise PM (expected, kept, cancelled, no show, and pending), you can create custom appointment statuses in NextGen® Enterprise EHR and can be used in the Workflow module. These workflow statuses can be integrated with the Appointment Book. When you select the Display appointment text in Workflow status color option in the General tab of the Appointment Scheduling Preferences window, the text color of scheduled appointments in NextGen® Enterprise PM changes to reflect the color of the appointment workflow status in NextGen® Enterprise EHR. Custom Appointment Statuses for use in workflow are created in Appointment Preferences in NextGen® Enterprise EHR. When the appointment status is changed in the Workflow module in NextGen® Enterprise EHR, the text color on the appointment changes to reflect the status selected. The text color of scheduled appointments in the Appointment Book in NextGen® Enterprise PM also changes to

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

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

Viewing Schedules

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Viewing Schedules

Workflow Appointment Statuses

Workflow Appointment Statuses

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Viewing Schedules

Viewing Schedules

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Workflow Appointment Statuses

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Create an Appointment

Appointments