Confirm Multiple Appointments

Help Guide for NextGen® Enterprise PM 8

Confirm an Appointment

You can confirm an appointment from the Edit Appointment window after the patient confirms. Open the Appointment Book window. Open the appointment to be confirmed. The Edit Appointment window opens. Select the Confirmed option. Select OK to save changes and close the window. A telephone icon appears next to confirmed appointments in the Daily view tab of the Appointment Book window. Parent topic: Confirming Appointments

Help Guide for NextGen® Enterprise PM 8

Confirming Appointments

After the patient confirms the appointment, you can mark the appointment as confirmed on the Edit Appointment window. A telephone icon appears next to confirmed appointments in the Daily view tab of the Appointment Book window. Note: Automated voice reminder interfaces are available with NextGen® EDI, PhoneTree, TeleVox, SmartTalk, and CIMA. One-way interfaces send appointment information from NextGen® Enterprise PM to the vendor. Bi-directional interfaces send appointment information to the vendor and confirmation information back to NextGen® Enterprise PM. Confirm an Appointment You can confirm an appointment after the patient confirms the schedule. Confirm Multiple Appointments You can confirm multiple appointments for a patient at the same time. Parent topic: Appointment Scheduling

Help Guide for NextGen® Enterprise PM 8

Cancel Multiple Appointments

When you cancel an appointment for a patient who has multiple appointments, either on the same day or future, you can cancel all appointments at the same time if needed. For example, if a patient has three appointments on the same day, you can cancel all three at the same time. Open the Appointment Book window. Select an appointment to be canceled. Do one of the following: Right-click the appointment and select Mark as Canceled. Open an appointment and select the Cancelled option on the Edit Appointment window. Note: A window opens asking the reason for cancellation of the appointment if you select the Track Cancellation reason option in the Appt Scheduling tab of the Practice Preferences window. From the list of reasons, select the reason for canceling the appointment. Select OK to save changes and close the window. If the patient has multiple appointments either on the same day or in the future, the Cancel Appointment window opens. Note: The Linked Appointments section displays a lis

Help Guide for NextGen® Enterprise PM 8

Delete Linked Appointments

When you delete an appointment for a patient, if there are multiple appointments on the same day or in the future, you can select the linked appointments from the Delete Appointment window if you want to delete them as well. Open the Appointment Book window. Select an appointment to be deleted that is also linked to other appointments. Do one of the following: Right-click the appointment and select Delete. Select the appointment and select the Delete Appt button on the Appointment Book toolbar. Open the appointment and select the Delete button on the Edit Appointment window. The Delete Appointment window opens. In the Linked Appointments section, do the following: Select the linked appointments that you want to delete. Clear the selection for the linked appointments that you do not want to delete. In the Delete Options section, clear the selection for the Delete All Linked Appointments option if you do not want to delete all the linked appointments. Note: This option is selected by def

Help Guide for NextGen® Enterprise PM 8

Linking Appointments

You can link appointments together for a patient. This helps you to manage all the appointments for the patient as part of a group. For example, a patient may have three appointments on the same day at the same location with different resources. Linking appointments enables you to do the following: Confirm all linked appointments at the same time. Check-in all linked appointments at the same time. Create a single encounter for all linked appointments. Print a single fee ticket for all linked appointments. Cancel all linked appointments at the same time. Note: Appointments with the status of Expected, Pending, or No Show can be linked together. Link Multiple Appointments You can link multiple appointments to a patient’s current appointment. View Linked Appointments You can view the appointments that are linked to a patient's current appointment. Unlink Appointments You can unlink multiple appointments from the current appointment for a patient. Parent topic: Appointment Scheduling

Help Guide for NextGen® Enterprise PM 8

Link Multiple Appointments

You can link the future appointments to the current appointment of the patient from the History tab of the Edit Appointment window. Open the Appointment Book window. Open an appointment to be linked to other appointments. The Edit Appointment window opens. Select the History tab. From the list of appointments, select the appointments to be linked to the current appointment. Select OK to save changes and close the window. Parent topic: Linking Appointments

Confirm Multiple Appointments

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Confirm an Appointment

Confirming Appointments

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Confirm an Appointment

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Link Multiple Appointments