Add the Appointment Charges and Prior Balance Columns to Your Schedule View

If your practice is using the Additional Visit Charge functionality, the Appt. Charge column indicates the total visit payment charged to the patient. Otherwise, the Appt. Charge column displays only the patient's co-pay. The Prior Balance column displays the current outstanding patient balance.

You can use the Note field to add important updates or information related to the appointment for future reference.

You can view the following appointment statuses in Staff Review:

• Needs Review: The tasks related to the patient's appointments need your review or action.
• Pending Arrival: Pre-visit tasks are complete, notes have been added, and the patient has not yet arrived.
• Arrived: The patient has arrived, and the remaining pending tasks need to be completed before the appointment.
• Ready: All pre-visit tasks are completed, and the patient is ready for the appointment. After this status update, you cannot change the status again.

After you update the Staff Review status to Ready, an encounter can be automatically created for the corresponding appointment in NextGen® Enterprise EHR. To request this automatic encounter creation to occur after the status is set to Ready, your practice team must contact Luma Support.