Set Up Recurring Appointments Schedules

Help Guide for NextGen® Enterprise PM 8

Schedule Recurring Appointments from Existing Group Appointments

Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. Select the Group Check-in icon. The group modal window opens. Select the member's individual appointment. Right-click and then select Open > Group Appointment. The Edit Appointment window opens. To create additional recurring group appointments with the same details, select the Make Recurring link. The Recurring Appointment window opens. In Next Occurrence, select the date for the next group appointment in the recurring series. Select End after [n] Occurrences or End on [mm/dd/yyyy]. Note: This option is selected by default with an end date of one year from the current appointment date. In Occurs, select Daily, Weekly, Monthly, or Yearly for the occurrence frequency, and then enter the corresponding details. Note: Daily is selected by default. To display a message when a category conflict is found, select the Check for Conflicting Categories checkbox. This checkbox is selected by default. For example, the category on th

Help Guide for NextGen® Enterprise PM 8

Set Up Recurring Appointments from Group Appointments

Open NextGen® Enterprise PM. From the main toolbar, select ApptBook. From the Daily, Weekly Schedule or Multi-View view, select the resource, date and time slot for the first group appointment in the recurring series. Do one of the following: From the appointment toolbar, select Add Group Appts. Right-click on the time slot, and then select New > Group Appointment. The Add Group Appointment window opens. Enter the mandatory details for the appointment. To save the first group appointment and create additional recurring group appointments with the same information, select the Make Recurring link. A message appears to save the current group appointment and create individual appointments for members in the group. Select Yes. The Recurring Appointment window opens. In the Next Occurrence field, select the date for the next group appointment in the recurring series. Select End after [n] Occurrences or End on [mm/dd/yyyy]. Note: The date option is selected by default with an end date of one

Help Guide for NextGen® Enterprise PM 8

Add an Appointment

You can schedule an appointment for a resource at a particular time and date. Open NextGen® Enterprise PM. From the main toolbar, select the ApptBook button. The Appointment Book window opens. Note: For a better response time, open the Appointment Scheduling Preferences by selecting and then select Only show my preferred resources in the Resources tab. In the Daily, Weekly Schedule or Multi-View tabs, select a resource, a date, and a time slot to schedule an appointment. To add an appointment, do one of the following: From the Appointment Book toolbar, select the Add Appt button. Right-click the time slot and, select New from the menu. Double-click the time slot. The Add Appointment window opens. Enter the details for the mandatory fields in the Add Appointment window to schedule an appointment. To select and link a person or patient to the appointment, select the open menu button in the upper-right side of the Add Appointment window and select one of the following: Access Active Patie

Help Guide for NextGen® Enterprise PM 8

Cancel Group Appointments

When you cancel a group appointment, all associated individual member appointments are also automatically cancelled. A group appointment in a recurring series has a combination of linked and unlinked group appointments. You can determine the group appointment that needs to canceled. You can also cancel a group appointment shell which can be a part of recurring series or a non-recurring one. In NextGen® Enterprise PM, open the appointment book. From the Daily, Weekly List, Weekly Schedule, or Multi-View view, right-click an individual appointment that is scheduled as part of a group appointment, and then select Open > Group Appointment. The Edit Group Appointment window opens. Edit Group Appointment Before you cancel a group appointment, clear any indicators against member appointments under the Associated Member Appointments section. The Cancelled check box becomes available. Select the Cancelled check box. Then select a reason for cancellation. Note: Reason is a required field, which

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

Help Guide for NextGen® Enterprise PM 8

Create a Group Encounter for Scheduled Members

Open NextGen® Enterprise PM. From the main toolbar, select ApptBook. In the Daily, Weekly, Weekly Schedule, or Multi-View, select an individual appointment scheduled as part of a group appointment. Select Open > Group Appointment. The Edit Group Appointment window opens. Select open menu , and then select Create Group Enc for Scheduled Members. This option is not available if a group encounter already exists for the group appointment. The Add Group Encounter window opens. The details of a group appointment are filled in the Patient Group, Billable Date, Billable Time, and Service Location fields and cannot be modified. Note: In the Practice Preference window, on Encounters practice preference, the Default previous payer(s) to encounters created in PM option is selected by default. If you clear this option, new encounters you create from NextGen® Enterprise PM do not have insurance added from the previous encounter, and when you save the new encounter, it defaults to self-pay. The Defau

Set Up Recurring Appointments Schedules

Recommendations

Schedule Recurring Appointments from Existing Group Appointments

Set Up Recurring Appointments from Group Appointments

Add an Appointment

Cancel Group Appointments

Create an Appointment

Create a Group Encounter for Scheduled Members

Schedule Recurring Appointments from Existing Group Appointments

Set Up Recurring Appointments from Group Appointments

Add an Appointment

Cancel Group Appointments

Create an Appointment

Create a Group Encounter for Scheduled Members