Resources - Enterprise Scheduling Admin

Help Guide for NextGen® Enterprise PM 8

Enterprise Class

The Enterprise Class tab lists all enterprise classes. The enterprise class has member classes that are mapped to the various practices that you have access to. On the Enterprise Classes tab, you can define a group of classifications for the resources across various practices for which you want to schedule appointments. In Enterprise Appointment Search Ahead window, you can search by a resource or by an enterprise class to find the first available time slot without logging in and out of practices. For example, if there is a class for General Consultation in Practice A and a class for Consultation in Practice B, in Enterprise Scheduling Administration window, you can define an Enterprise Class for Consultation and add both Practice A and Practice B as member classes and group them to find the available time slot for resources in practice A and practice B from Enterprise Appointment Search Ahead window. You can access the following options from the open menu or context menu: New: To crea

Help Guide for NextGen® Enterprise PM 8

Service Location - Enterprise Scheduling Admin

The Service Locations tab lists the service locations in various practices. The service locations defined on this tab appear on the Enterprise Appointment Search Ahead window. Only those locations for which you can schedule an appointment, appear on the Service Locations tab. Note: The configuration of Resources, Member Events, and Service Locations that are defined on the Enterprise Scheduling Administration window is shown in the available slots on the Enterprise Appointment Search Ahead window. If any of these configurations are missed, then you cannot see the slots on the Enterprise Appointment Search Ahead window. You can view the following information on this tab. Service Location: Location name Practice: Practice name for the service location You can access the following options using the open menu or context menu. Open: To open the service location Print: To print a Service Location report Edit Service Locations You can add an existing service locations across various practices

Help Guide for NextGen® Enterprise PM 8

Enterprise Events

The Enterprise Events tab lists the enterprise events which include the member events from various practices with the duration listed for each event. These enterprise events appear on the Enterprise Appointment Search Ahead window while scheduling an appointment for the member events. For example, in the Enterprise Event tab, define an enterprise event as "Established Patient Visits" and add member events like "Est Patient Visit" and "Establish Pt Visit" from various practices. When you search for "Established Patient Visits" in Enterprise Appointment Search Ahead window, then all member event slots for "Est Patient Visit"and "Establish Pt Visit" appear in the results field. Note: The configuration of Classes, Resources, Member Events, and Service Locations that are defined on the Enterprise Scheduling Administration window is shown in the available slots on the Enterprise Appointment Search Ahead window. If any of these configurations are missed, you cannot see the slots on the Enterp

Help Guide for NextGen® Enterprise PM 8

Enterprise Scheduling Administration

In NextGen® Enterprise PM, Enterprise Scheduling Administration is available if you have access to more than one practice for which the Enable Enterprise Scheduling Administration practice preference is enabled and Enterprise Scheduling Administration permission in System Administration is set to Yes. You can open Enterprise Scheduling Administration in the following ways. By selecting Admin> Scheduling Admin> Enterprise. By selecting the icon in Appointment Book. The Enterprise Scheduling Administration window has the following tabs: Enterprise Class Resources Enterprise Events Service Locations Enterprise Class You can view, add, edit, and delete enterprise classes, and print an enterprise class listing report. Resources - Enterprise Scheduling Admin You can view the resources from all the practices to which you have access and for which Enterprise Appointment Scheduling is enabled. Enterprise Events You can define and view events across different practices. Service Location - Enterp

Help Guide for NextGen® Enterprise PM 8

Edit Resource - Enterprise Scheduling Admin

In NextGen® Enterprise PM, select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Resources tab, select the open menu button and select Open. The Resources Selection window opens. In the Practices list, select a practice. The resources from the selected practice appear in the Resources column. Note: The Practices list, displays only the practices that the current enterprise user has access to. To add a resource to the list of resources in the Resource tab, select the resource, and select OK. Parent topic: Resources - Enterprise Scheduling Admin

Help Guide for NextGen® Enterprise PM 8

Search for Appointments Using Enterprise Appointment Search Ahead

In NextGen® Enterprise PM, select Tasks > Appt Search > Enterprise. The Enterprise Appointment Search Ahead window opens. Select or right-click the Patient open menu, and select Lookup. The Patient Lookup window opens. Note: This is an optional field. You can add the patient in the search you can add on the Enterprise Appointment Search Ahead window. Else, you can add the patient while booking an appointment for the desired time slot. On the Patient Lookup window, find the patient for scheduling an appointment. The patient details appear on the Enterprise Appointment Search Ahead window. Select an enterprise event from Enterprise Event. Note: This is a required field. The other search criteria are enabled only after you select the enterprise event. In Search By, select Resources or Enterprise classes. If you select Resources, the Resources list appears with the resources defined in Enterprise Scheduling Administration as the options. If you select Enterprise Classes, the Enterprise Cla

Resources - Enterprise Scheduling Admin

Recommendations

Enterprise Class

Service Location - Enterprise Scheduling Admin

Enterprise Events

Enterprise Scheduling Administration

Edit Resource - Enterprise Scheduling Admin

Search for Appointments Using Enterprise Appointment Search Ahead

Enterprise Class

Service Location - Enterprise Scheduling Admin

Enterprise Events

Enterprise Scheduling Administration

Edit Resource - Enterprise Scheduling Admin

Search for Appointments Using Enterprise Appointment Search Ahead