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Appointment Tracking & Evaluation Types Panel
In the
Appointment Tracking & Evaluation Types
panel, you can do the following:
Configure which appointment cancellation reasons to track and display on the
NTS Homepage
template.
Select the evaluation event types to use in
NextGen® Enterprise PM
.
Cancel App Tracking Reasons
Evaluation Event Types
Appointment Tracking & Evaluation Types Panel
NextGen® Therapy Suite Help 30.3.13.0
Cancel App Tracking Reasons
When scheduling staff cancels a patient’s appointment in NextGen® Enterprise PM, a window opens so they can enter a reason for the cancellation. The reasons for cancellation are set up in File Maintenance. In the Cancel App Tracking Reasons grid, you can select which cancellation reasons should or should not be tracked and displayed on Homepage. Cancel App Tracking Reasons grids on the Appointment Tracking & Evaluation Types Panel The left grid shows all tracked cancel reasons that are built in your File Maintenance application. All reasons in the left grid count as a 'Cancel' and are shown on Homepage by default. To set any of the reasons NOT to not be tracked in the cancel count, select the reason, and then select the right arrow to move it to the Not Tracked Cancel Reason grid. Parent topic: Appointment Tracking & Evaluation Types Panel
NextGen® Therapy Suite Help 30.3.13.0
Evaluation Event Types
You can use the Evaluation Event Types grids to specify what your evaluation event types are in NextGen® Enterprise PM. If the patient is scheduled for that event type and the therapist does not choose an Eval Visit Type on the templates, an alert on the Fee Sheet notifies them of this. It will not prevent a user from submitting charges if the visit type is not changed to an 'Eval' visit type. The grid on the right shows all available events. Only the visit types in the Eval Events (EPM) grid will cause an alert to appear. Evaluation Event Types grids on the Appointment Tracking & Evaluation Types Panel Parent topic: Appointment Tracking & Evaluation Types Panel
NextGen® Therapy Suite Help 30.3.13.0
System Configuration
The NTS System Config template has panels for the configuration of Security Groups and Sign Off, Finclass and Payer Settings, Appointment Tracking and Evaluation Types, PT/OT Treatment and Surgery Sources (an advanced configuration). System Configuration template with panels closed Security Groups and Sign Off Panel Finclass and Payer Settings Panel Appointment Tracking & Evaluation Types Panel PT/OT Treatment Template Panel: Treatment Grid Order Visit Set Config Panel Parent topic: Configuring NextGen Therapy Suite
NextGen® Therapy Suite Help 30.3.13.0
Canceled and No-show Appointments
The counts in the Canceled Appts and Appt. no shows fields pull directly from NextGen® Enterprise PM. The count in Appt. no shows excludes today’s appointment and reflects all appointments that were not marked as "Kept". Note: See Cancel App Tracking Reasons on the System Config system template to configure which reasons for canceled appointments affect the “Canceled appointments count” on the NTS Homepage. Parent topic: Homepage Template
NextGen® Therapy Suite Help 30.3.13.0
Cancel Template
Use the Cancel template to document a canceled or no-show appointment, and to select cancel or no-show charges that will be sent directly to NextGen® Enterprise PM. You can configure the charges and charge codes selectable here, on the Billing Configuration system template. Cancel template Document a Canceled Visit Parent topic: Using NextGen Therapy Suite
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
