When scheduling a new appointment across various practices, you can use the Enterprise Appointment Search Ahead window in NextGen® Enterprise PM to find available time slots for a specific event, location, and resource to book new appointments in various practices, without logging out of the currently logged on practice and logging on to other practices.
For example, a patient wants to schedule an appointment for LASIK surgery and calls the scheduler. The scheduler, an enterprise user, logged on to practice A and has access to four more practices. The scheduler can view all available time slots on the Enterprise Appointment Search Ahead window without logging out of Practice A and logging in to the other for practices.
You can open
Enterprise Appointment Search Ahead in the following ways.
- By selecting .
- By selecting the
icon in Appointment Book.
You can use an enterprise event or any of the following combinations in your search to find an available time slot and book an appointment.
- One enterprise event, one service location
- One enterprise event, multiple service locations
- One enterprise event, one resource
- One enterprise event, multiple resources within the same practice
- One enterprise event, multiple resources across practices
- One enterprise event, one class
- One enterprise event, multiple classes within the same practice
- One enterprise event, multiple classes across practices
- One enterprise event, one service location, one resource
- One enterprise event, one service location, multiple resources within the same practice
- One enterprise event, one service location, multiple resources across practices
- One enterprise event, one service location, one class
- One enterprise event, one service location, multiple classes within the same practice
- One enterprise event, one service location, multiple classes across practices
- One enterprise event, multiple service locations, one resource
- One enterprise event, multiple service locations, multiple resources
- One enterprise event, multiple service locations, one class
- One enterprise event, one service location, patient zip code
- One enterprise event, one service location, patient zip code, nearest location
You cannot select both a class and a resource for the search. You can select either a single class or multiple resources.
If the Lock Appointment slot practice preference is enabled for the practice, the Enterprise Appointment Search Ahead window does not display the locked appointment.
