Appointment Book Views

Help Guide for NextGen® Enterprise PM 8

Custom Tooltip

When you select one or more custom tooltips in the Tooltip tab of the Appointment Scheduling Preferences window, a custom tooltip appears after a few seconds when you point over a scheduled appointment in the Appointment Book window. The tooltip works in Daily view, Weekly Schedule view and Multi-View. You can define the Appointment Information that appears in the custom tooltip. It enables you to view the patient's appointment information without opening it. You can select the X button to close the custom tooltip. Appointment information shown in blue text on the custom tooltip provides a link with direct access to that information. For example, when you select the Patient Birth Date option, the Update Patient Information window opens. When you select the Appointment Event option, the Edit Appointment window opens. Custom Tooltip Items Custom tooltip items are available in the tooltip tab of the appointment scheduling preferences window. Parent topic: Appointment Book

Help Guide for NextGen® Enterprise PM 8

Category and Location Tooltip

When you select the Show category and location tooltips on appointment book option in the General tab of the Appointment Scheduling Preferences window, a tooltip appears when you point the mouse over a time slot in the Appointment Book window. The tooltip is available in Daily view, Weekly Schedule view and Multi-View and displays the following information: Appt Start Time Resource Category Location Note: The category and location details appear in the upper-right corner of the Appointment Book window if you either select or do not select the tooltip option in User Preferences window. If a template is set up in scheduling administration to enable a time slot to be overbooked, the tooltip for that time slot in the Appointment Book window displays the number of scheduled appointments and the number of remaining appointments that can be scheduled. For example, a time slot is set up in a template to enable three appointments. When the first appointment is scheduled in the slot, the tooltip

Help Guide for NextGen® Enterprise PM 8

Weekly Schedule View

The Weekly Schedule view displays the appointment schedule of a resource for a week (Monday - Sunday). This view displays the appointments that are already scheduled on the selected week for the selected resource. You can use the Next Week and Previous Week buttons on the toolbar to move the calendar from one week to another. You can select the Change Resources button on the toolbar to change the resource and view the appointment schedule for the selected resource. Following are the features of the Weekly Schedule view: Each column represents one day. Columns can be resized. You must scroll to the left to view the schedules for Sunday and to the right for Saturday. The color assigned to each time slot indicates the applied category. The color displayed to the right of each time slot indicates the assigned location. Note: If there is only one location for a practice, the location column does not appear. The scheduled appointments display the patient's name from the Description field on

Help Guide for NextGen® Enterprise PM 8

Multi-View

The Multi-View displays the appointment schedule for multiple resources for a single day. This view displays the appointments that are already scheduled and time slots that are not yet scheduled on the selected day for resources in the selected multi-view group. You can select the Default multi-view group setting option in the Multi-View tab of the Appointment Scheduling Preferences window to determine the group of resources that displays when you open the Multi-View for the first time. You can use the Next Day and Previous Day buttons on the toolbar to move the calendar from one day to another. You can select the Change Multi-View Group button on the toolbar to change the multi-view group. The appointment schedules appear for all resources in the selected multi-view group. You can select the Change Multi-View Group Location button on the toolbar to change the location for a multi-view group. The appointment schedules appear for all resources, in the current multi-view group, that are

Help Guide for NextGen® Enterprise PM 8

Monthly View

The Monthly view displays a summary of the appointment schedule for a single resource for a selected month. This view displays the total number of available time slots, scheduled appointments, and open time slots in the selected month for a selected resource. You can use the Next Month and Previous Month buttons on the toolbar to move the calendar from one month to another. You can select the Change Resources button on the toolbar to change the resource and view the appointment schedule for the selected resource. Following are the features of the Monthly view: The selected month appears in calendar format. You can double-click a day from the calendar and open the Daily view for the selected resource or the day. When you open the Monthly view, it highlights the latest day selected on the calendar. Each day of the month includes the following summary information: Appts: Total number of appointments scheduled. Slots Available: Total number of time slots available for scheduling appointmen

Help Guide for NextGen® Enterprise PM 8

Weekly List View

The Weekly List view displays the appointment schedule of a resource for a week (Monday - Sunday). This view displays the appointments that are already scheduled for the selected week and resource. You can use the Next Week and Previous Week buttons on the toolbar to move the calendar from one week to another. You can select the Change Resources button on the toolbar to change the resource and view the appointment schedule for the selected resource. Following are the features of the Weekly List view: Each day of the week is represented in a block format. Scheduled appointments for a day are listed within each daily block. The colors indicating the category and location assigned to each time slot do not appear. The scheduled appointments display the patient's name from the Description field on the Add Appointment or Edit Appointment window, and the 1-3 character short description for the scheduled event. An icon corresponding to the birth sex selected for the patient on the Update Patie

Appointment Book Views

Recommendations

Custom Tooltip

Category and Location Tooltip

Weekly Schedule View

Multi-View

Monthly View

Weekly List View

Custom Tooltip

Category and Location Tooltip

Weekly Schedule View

Multi-View

Monthly View

Weekly List View