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

Help Guide for NextGen® Enterprise PM 8

Mark Individual Member Appointment as Kept on Group Checkin Window

When a patient arrives for a group appointment, you can mark their individual member appointments as Kept from the Group Checkin/Create Encounter window. This enables you to open a single group appointment and mark the arrived members as kept rather than opening individual appointment and marking them. The kept indicator helps you to distinguish between members who have arrived and group member who have not arrived. 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/Create Encounter > Group Appointment > Select Members. The Group Checkin/Create Encounter window opens. The Group Checkin/Create Encounter window displays all members of the Patient Group in alphabetical order. Note: A tool-tip appears when you hover over a member on the Group Checkin/Create Encounter window which displays patient information such as patie

Help Guide for NextGen® Enterprise PM 8

Create a Quick Group Encounter for Kept Members

You can create a quick group encounter for the Kept members on the Group Checkin/Create Encounter window from the Appointment Book. 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/Create Encounter > Group Appointment > Select Members. The Group Checkin/Create Encounter window opens. On the Group Checkin/Create Encounter window, check whether the appropriate individual member appointments are selected. Select Add Group Enc.. The Add Group Encounter window opens. The details of a group appointment are filled in the Patient Group, Billable Date, Billable Time, and Service Location fields and cannot be modified. In the Patient Type, select a type for the group encounter. Note: This field is required if Require Patient Type is enabled in Encounters tab in Practice Preferences. In the Rendering Physician, select a render

Help Guide for NextGen® Enterprise PM 8

Create a Quick Group Encounter for Scheduled Members

You can create a group encounter for all the patients in a group appointment. The group encounter will be created for the members in a patient group. 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/Create Encounter > Group Appointment > All Scheduled Members. The Add Group Encounter window opens. Note: This option is not available if a group encounter already exists for the group appointment. The Patient Group, Billable Date, Billable Time, and Service Location fields are populated from the details of the group appointment and cannot be modified. In the Patient Type field, select a type for the group encounter, if applicable. Note: This field is required when the Require Patient Type is selected in Encounters of the Practice Preferences. In the Rendering Physician field, select a rendering physician. Note: If a R

Help Guide for NextGen® Enterprise PM 8

Quick Check In of Group Appointment

Using the group check in option on the right-click menu of the Appointment Book, you can mark arrived members as Kept and create a group encounter in short time. You can check in the group appointment for: All scheduled members Arrived members You can associate the existing group encounter to the individual member and the scheduled members through group check in option from the right-click menu on Appointment Book. You can do the following procedures using the group check in: Creating group encounter for all scheduled members Marking the individual member appointment as kept Creating group encounter for kept members Adding a member to the existing group encounter Keyboard Shortcuts in Group Checkin Windows You can navigate within the Group Checkin windows using the keyboard shortcuts to perform action on the window without using the cursor. Create a Quick Group Encounter for Scheduled Members You can create a group encounter for all scheduled members during the group check-in on Appoin

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

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

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

Recommendations

Mark Individual Member Appointment as Kept on Group Checkin Window

Create a Quick Group Encounter for Kept Members

Create a Quick Group Encounter for Scheduled Members

Quick Check In of Group Appointment

Add a Member to an Existing Group Encounter

Associate the Existing Group Encounter to Scheduled Members