Add a Patient Group

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

Accessing Patient Groups

In NextGen® Enterprise PM, you can access patient groups by doing one of the following: From the Tasks menu, select Patient Group. From the Appointment Book toolbar, select Patient Group. In NextGen® Enterprise EHR, you can access patient groups by selecting the File menu and then selecting Patient Group. When you access patient groups, the Patient Group Search window opens so you can search for a specific group. Parent topic: Patient Groups

Help Guide for NextGen® Enterprise PM 8

Patient Groups Report

The Patient Groups report lists groups that have been created in either NextGen® Enterprise EHR or NextGen® Enterprise PM, including all patients added to or removed from each group. By default, the report is sorted by patient group name. To access the report in NextGen® Enterprise PM, select the Reports menu and select General and then select Patient Groups. Note: This report uses enhanced reporting functionality. For more information, see Enhanced Reports in NextGen® Enterprise PM . Patient Groups Report Columns Parent topic: General Reports

NextGen® Enterprise EHR Help

Create a Group Encounter

You can group several patients into a group encounter. Note: To create a group encounter, make sure that at least one patient group has been created. In NextGen® Enterprise EHR, from the File menu, select New > Group Encounter. The New Group Encounter window opens. Select a patient group. Note: By default, NextGen® Enterprise EHR creates all encounters as "clinical" only types. If you plan to add any medical information that requires billing data to be sent to NextGen® Enterprise PM, edit the encounter type to "clinical" and "billable" in the Encounter Maintenance window (accessed from the View menu, Properties) . Group encounters automatically add encounter-level Insurance to all patients who are members of the selected patient group. Select OK. A new group encounter with the current date is added in the encounter window. You can add any templates, documents, images, or other patient items to this group encounter. Parent topic: Encounters in NextGen Enterprise EHR

Help Guide for NextGen® Enterprise PM 8

Setup Access Rights for Group Scheduling

To work with patient groups, group appointments, and group encounters in NextGen® Enterprise PM and NextGen® Enterprise EHR, users must have security access rights in System Administrator. Access System Administrator. The NextGen System Administrator window opens. On the left, select to expand an enterprise and then a practice. Select a user group within the practice. Select the Rights tab. To enable users to add or modify Patient Groups in NextGen® Enterprise PM and NextGen® Enterprise EHR, do the following: Select to expand Operations, and then select Patient Group. In the Access Rights section, select Yes. To enable users to schedule Group Appointments in NextGen® Enterprise PM, do the following: Select to expand Modules, then expand Scheduling, and then select Appointments. In the Access Rights section, select Add. To enable users to create Group Encounters in NextGen® Enterprise PM and NextGen® Enterprise EHR, do the following: Select to expand Operations, then expand Encounters,

Help Guide for NextGen® Enterprise PM 8

Create a Group Encounter in NextGen® Enterprise EHR

You can use this procedure to create a group encounter for all patients in a patient group. An individual encounter is created for each member in the patient group. Access NextGen® Enterprise EHR. From the main toolbar, select a Service Location and Rendering Provider for the group encounter. From the File menu, select New and then Group Encounter. The New Group Encounter window opens. The Please choose a patient group for the new encounter field defaults to the first group in the list. To create the group encounter for an existing patient group, select the group from the drop-down list or do the following: Select the Ellipsis button to open the Patient Group Search window. Enter Search Criteria and then select Find. In the Matching Records section, double-click to select the group. The selected group appears in the Please choose a patient group for the new encounter field. To create the group encounter for a new patient group, do the following: Select the Ellipsis button to open the P

Add a Patient Group

Recommendations

Modify a Patient Group

Accessing Patient Groups

Patient Groups Report

Create a Group Encounter

Setup Access Rights for Group Scheduling

Create a Group Encounter in NextGen® Enterprise EHR

Modify a Patient Group

Accessing Patient Groups

Patient Groups Report

Create a Group Encounter

Setup Access Rights for Group Scheduling

Create a Group Encounter in NextGen® Enterprise EHR