Canceled and No-show Appointments

NextGen® Therapy Suite Help 30.3.13.0

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. Appointment Tracking & Evaluation Types panel of the System Config template Cancel App Tracking Reasons Evaluation Event Types Parent topic: System Configuration

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® 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® 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

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.

Help Guide for NextGen® Enterprise PM 8

Scheduling Reports

The Scheduling reports category includes various reports that you can use to review appointment information for patients in your practice. The reports can help you monitor and manage appointments and assist with your internal scheduling processes in NextGen® Enterprise PM. The following reports are available from the Reports > Scheduling menu: Appointments Listing Daily Appointments Day Timer First Third Available Kept Appointments w/ No Charges Multi Resource Statistical Analysis of Appointments Wait List Appointments Listing Report Daily Appointments Report Day Timer Report First Third Available Report Kept Appointments with No Charges Report The Kept Appointments with No Charges report shows patients that kept an appointment but had no charges entered. Multi Resource Report Statistical Analysis of Appointments Report Wait List Report Parent topic: System Generated Reports

Canceled and No-show Appointments

Recommendations

Appointment Tracking & Evaluation Types Panel

Cancel App Tracking Reasons

Cancel an Appointment

Cancel Template

Patient Appointments

Scheduling Reports

Appointment Tracking & Evaluation Types Panel

Cancel App Tracking Reasons

Cancel an Appointment

Cancel Template

Patient Appointments

Scheduling Reports