Add a Member to an Existing Group Appointment

Help Guide for NextGen® Enterprise PM 8

Add, Remove and Transfer Members in a Patient Group

The Members tab on the Patient Group window enables you to add, remove and transfer patients in a group all at the same time. You can also manage existing future group appointments for the added, removed and transferred members. Access Patient Groups. The Patient Group Search window opens. Search for a Patient Group. From the Matching Records section of the Patient Group Search window, select a group and then do one of the following: Select Open. Select Open Menu and select Open. Right-click and select Open. The Patient Group window opens. Select the Members tab. The Member List displays all patients in the group. Add members to the group. Remove members from the group. Transfer members from the group to another group. To save changes and close the window, select OK. Members are added to and removed from the patient group. If either the group members were transferred from or the group members were transferred to has future group appointments scheduled, the Transfer Members window opens

Help Guide for NextGen® Enterprise PM 8

Remove Members from a Patient Group

The Members tab on the Patient Group window enables you to remove patients from the group. You can also manage existing future group appointments for the removed members. Access Patient Groups. The Patient Group Search window opens. Search for a Patient Group. From the Matching Records section of the Patient Group Search window, select a group and then do one of the following: Select Open. Select Open Menu and select Open. Right-click and select Open. The Patient Group window opens. Select the Members tab. The Member List displays all patients in the group with the following information: Name Home Phone Birth Date Medical Record Number Date Added Programs Expired Indicator (Y or N); Expired patients display in red text. Note: Programs display for a patient when their Program Enrollment Date is on or before the current system date (today) and their Program Discharge Date is on or after the current system date or blank. To remove a member from the group, select the check box for the pati

Help Guide for NextGen® Enterprise PM 8

Access Patient Information for a Member in a Patient Group

From the Members tab on the Patient Group window, you can access the Modify Patient Information window for a member in the group. Access Patient Groups Accessing Patient Groups. The Patient Group Search window opens. Search for a Patient Group Search for a Patient Group. From the Matching Records section of the Patient Group Search window, select a group and then do one of the following: Select Open. Select Open Menu and select Open. Right-click and select Open. The Patient Group window opens. Select the Members tab. The Member List displays all patients in the group. To access patient information for a member in the group, select to highlight the member or select the check box for the member, and then select Open Menu and select Open Member. The Modify Patient Information window opens for the selected member. Parent topic: Modify a Patient Group

Help Guide for NextGen® Enterprise PM 8

Transfer Members from One Patient Group to Another

The Members tab on the Patient Group window enables you to transfer patients from the group to another group. You can also manage existing future group appointments for the transferred members. Access Patient Groups. The Patient Group Search window opens. Search for a Patient Group. From the Matching Records section of the Patient Group Search window, select a group and then do one of the following: Select Open. Select Open Menu and select Open. Right-click and select Open. The Patient Group window opens. Select the Members tab. The Member List displays all patients in the group To transfer a member to another group, select the check box for the patient and then select Open Menu and select Transfer Member. Note: You can transfer multiple members at the same time by selecting the check box for two or more patients before selecting Open Menu and selecting Transfer Member. In the Transfer To field, do one of the following. This field is required. Select a patient group from the drop-down

Help Guide for NextGen® Enterprise PM 8

Modify a Patient Group

To modify a patient group in NextGen® Enterprise PM or NextGen® Enterprise EHR, do the following: Access Patient Groups. The Patient Group Search window opens. Search for a Patient Group. In the Matching Records section of the Patient Group Search window, select a group to be modified and then do one of the following: Select Open. Select Open Menu and select Open. Right-click and select Open. The Patient Group window opens. On the General tab, modify general information for the group. Select the Members tab to do any of the following: Add members to the group. Access for a member in the group. Remove members from the group. Transfer members from the group to another group. Add a member to an existing group appointment. Select the Appointments tab to view future group appointments scheduled for the group. To save changes and close the window, select OK. Access Patient Information for a Member in a Patient Group Remove Members from a Patient Group Transfer Members from One Patient Group

Help Guide for NextGen® Enterprise PM 8

Add a Member to an Existing Group Encounter

You can add a member to an existing group encounter if needed. For example, a group encounter was already created from a group appointment for all patients that were marked as kept, and then another patient arrives for the appointment. You can add that patient to the existing group encounter. Access the Appointment Book. From the Daily, Weekly List, Weekly Schedule or Multi-View view, select an individual appointment that was scheduled as part of a group appointment. Right-click and then select Open > Group Appointment. The Edit Group Appointment window opens. In the Associated Member Appointments section on the right, select to select the appointment for the member to be added to the group encounter. Select Open Menu and then select Add to Existing Group Enc. An individual encounter is created for the member, the encounter is linked to the member's appointment, and the encounter number appears in the Associated Member Appointments section of the Edit Group Appointment window. Parent t

Add a Member to an Existing Group Appointment

Recommendations

Add, Remove and Transfer Members in a Patient Group

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Add a Member to an Existing Group Encounter

Add, Remove and Transfer Members in a Patient Group

Remove Members from a Patient Group

Access Patient Information for a Member in a Patient Group

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Add a Member to an Existing Group Encounter