Generate Reports in NextGen® Enterprise PM That List Appointments Scheduled through NextGen Patient Self-Scheduling Powered by Luma

Help Guide for NextGen® Enterprise PM 8

Link Active Patients to a New Appointment

From the main toolbar in NextGen® Enterprise PM, select ApptBook. In the Appointment Book window, select Add Appt. In the Add Appointment window, select the open menu icon next to Last Name, and then select Access Active Patient. The active patient record is linked to the new appointment. Parent topic: Search for Patients in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

View Appointments for the Active Patient

Open NextGen® Enterprise PM. Do one of the following: From the main toolbar, select Chart. Select Tasks > Lookup > Charts. In the Patient Lookup window, enter search criteria and select Find. Do one of the following: From the main toolbar, select Appointments. Select Tasks > Lookup > Appointments. In the Appointment Lookup window, select the arrow next to Find, and then select Access Active Patient.The Appointment List section of the Appointment Lookup window displays appointments for the active patient. Parent topic: Search for Patients in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

View Appointments for the Active Patient

In NextGen® Enterprise PM, open the Appointment Lookup window by doing one of the following: From the main toolbar, select the Appt List button. From the Tasks menu, select Lookup, and then Appointments. Appointment Lookup window Select the arrow next to Find, and then select Access Active Patient from the menu. The Appointment List section of the Appointment Lookup window displays appointments for the active patient. Parent topic: Opening the Active Patient Record

Help Guide for NextGen® Enterprise PM 8

Open the Active Patient Records to Link New Appointments

In NextGen® Enterprise PM, select the Appt Book icon on the main toolbar. The Appointment Book window opens. From Appointment Book, open the Add Appointment window. Select open menu next to First, and then select Access Active Patient from the menu. The active patient record is linked to the new appointment. Parent topic: Opening the Active Patient Record

Help Guide for NextGen® Enterprise PM 8

View Appointments for a Previous Person or Patient

Open NextGen® Enterprise PM. Do one of the following: From the main toolbar, select Chart. Select Tasks > Lookup > Charts. In the Patient Lookup window, enter search criteria and select Find. Do one of the following: From the main toolbar, select Appointments. Select Tasks > Lookup > Appointments. In the Appointment Lookup window, select the arrow next to Find, and then select Access Previous Patient.The last five recently-opened patient records appear. Select a patient.The Appointment List section of the Appointment Lookup window displays appointments for the previous patient. Parent topic: Search for Patients in NextGen Enterprise PM

Patient Experience Help

Set Tooltip Preferences for Appointments

Open NextGen® Enterprise PM. Select Admin > Preferences > User > Scheduling. The Appointment Scheduling Preferences window opens. Select the Tooltip tab. In the Displays after [n] seconds field, select the number of seconds for NextGen® Enterprise PM to wait before displaying the tooltip in Appointment Book. In Select your custom tooltip items, select the necessary checkboxes. Note: For more information on custom tooltips, go to NextGen Healthcare Success Community, and download the latest Appointment Scheduling User Guide for NextGen® Enterprise PM. Select OK. Parent topic: Prerequisites for Using NextGen Patient Engage powered by Luma

Generate Reports in NextGen® Enterprise PM That List Appointments Scheduled through NextGen Patient Self-Scheduling Powered by Luma

Recommendations

Link Active Patients to a New Appointment

View Appointments for the Active Patient

View Appointments for the Active Patient

Open the Active Patient Records to Link New Appointments

View Appointments for a Previous Person or Patient

Set Tooltip Preferences for Appointments

Link Active Patients to a New Appointment

View Appointments for the Active Patient

View Appointments for the Active Patient

Open the Active Patient Records to Link New Appointments

View Appointments for a Previous Person or Patient

Set Tooltip Preferences for Appointments