Add a Member to an Existing Group Encounter

Help Guide for NextGen® Enterprise PM 8

Associate the Existing Group Encounter to Scheduled Members

Before you begin To associate the group encounter to the members, group encounters for the patient group must be created. You can link the existing group encounter to a group appointment when you check in a group appointment through the Available Group Encounters window. Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. From the Daily, Weekly List, Weekly Schedule or Multi-View view, select the group. Select the individual appointment. To associate all the scheduled members to available group encounter, right-click the selected appointment, and then select Checkin/Create Encounter > Group Appointment > All Scheduled Members. The Available Group Encounters window opens. In Available Group Encounters, do one of the following: Select the available group encounter and select Select. To create a new group encounter, select Cancel The existing group encounter is associated to all scheduled members of the patient group and encounter numbers are created and appear on the Edit

Help Guide for NextGen® Enterprise PM 8

Include Non-Members of a Patient Group to Previous Group Encounters

Before you begin To access this feature, you must have the permission to add patient encounters. If a non-member of a patient group is a participant of a group encounter that has already been checked-in, you can add the participant member to the group encounter. For example, assume that a session on Anger Management (a group encounter) was attended by members of the Anger Management patient group. John Doe is a member of the Behavioural Health patient group, but a non-member of the Anger Management group. Out of interest, he has participated in the Anger Management session. In such a scenario, you can record John's participation by adding him only to the group encounter without adding him to the Anger Management patient group. Open the appointment book. Select Patient Group on the toolbar. The Patient Group Search window opens. Search for and open the patient group. The Patient Group window opens. On the Members tab, select open menu and select Add Member. The People Lookup window open

Help Guide for NextGen® Enterprise PM 8

Creating Group Encounters

In NextGen® Enterprise PM, you can create group encounters in the following ways: Create a Group Encounter for Kept Members This enables you to create a group encounter for patients in a group appointment whose individual member appointments have been marked as kept. An encounter is created for each kept member and automatically linked to their kept appointment. An encounter is not created for patients in the group appointment whose individual member appointments have not been marked as kept. Create a Group Encounter for Scheduled Members This enables you to create a group encounter for all patients in a group appointment, regardless of whether their individual member appointments have been marked as kept. An encounter is created for each scheduled member and automatically linked to their appointment, and all member appointments are marked as kept. Create a Group Encounter for a Patient Group This enables you to create a group encounter for all patients in a patient group. The group en

Help Guide for NextGen® Enterprise PM 8

Add a Member to an Existing Group Encounter on Group Checkin Window

You can add a group member to an existing group encounter during the group check in. If a group encounter was already created for the checked in members, and if another patient arrives for the appointment, you can add those patients to the existing group encounter. Select ApptBook on the main toolbar. 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 Checkin/Add to Existing > Group Appointment > Select Members. The Group Checkin/Add to Existing Group Encounter window opens. On the Group Checkin/Add to Existing Group Encounter window, select the scheduled member to be added to the group encounter. Select Add to Existing. An individual encounter is created for the selected Scheduled Member and linked to the member’s appointment. Encounter number appears on the Encounter column of the Group Checkin/Add to Existing Group Encounter window. Select Close. The member a

Help Guide for NextGen® Enterprise PM 8

Group Encounters

A Group Encounter is a way to create encounters for all members in a patient group at the same time. For example, a group appointment was scheduled for a patient group on Wednesday at 11:00 AM for a counseling session. Rather than creating a separate encounter for each patient at check-in, a single group encounter can be created for the patient group prior to check-in. When a group encounter is created, an individual encounter is created for each member in the patient group, and all encounters have the same Billable Date, Service Location and Rendering Provider. Each encounter is assigned a unique Encounter Number and all encounters are associated with the same Group Encounter ID in the database. Creating Group Encounters Add a Member to an Existing Group Encounter Include Non-Members of a Patient Group to Previous Group Encounters You can include participants in an existing group encounter to record member participation without adding the member to the patient group. Associate the Exi

NextGen® Enterprise EHR Help

Add Members to Existing Group Encounters

Before you begin To access this feature, you must have the permission to add patient encounters. You can add members to a group encounter that has already been checked-in. From the File menu, select Patient Group. The Patient Group window appears. Search for and open the patient group. The Patient Group window opens. On the Members tab, select open menu and select Add Member. The People Lookup window opens. Search for the person or patient to be added as a member to the group encounter. Double-click the name of the person or patient. The new member appears in the list of members. Select the new member and select open menu . Then, select Add to Group Encounter. Note: If the Add to Group Encounter option is not available for selection, verify the following: At least one group encounter was created for the patient group. Only one member is selected from the list of members. The Add Members to Group Encounters window opens displaying the previous and current group encounters. By default, n

Add a Member to an Existing Group Encounter

Recommendations

Associate the Existing Group Encounter to Scheduled Members

Include Non-Members of a Patient Group to Previous Group Encounters

Creating Group Encounters

Add a Member to an Existing Group Encounter on Group Checkin Window

Group Encounters

Add Members to Existing Group Encounters

Associate the Existing Group Encounter to Scheduled Members

Include Non-Members of a Patient Group to Previous Group Encounters

Creating Group Encounters

Add a Member to an Existing Group Encounter on Group Checkin Window

Group Encounters

Add Members to Existing Group Encounters