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.

The Transferred Members section lists all patients transferred from the group.
In the Cancel selected Group Appointments below for [Group Name] section, do the following:
- Select the check box for group appointments the transferred members should be removed from. All appointments are selected by default.
- Deselect the check box for group appointments the transferred members should not be removed from.
In the Reason for appointment cancellation field, select a reason from the drop-down list. This field is required.

Note: This field appears only if the Track cancellation reason check box is enabled in Practice Preferences > Appt Scheduling.
In the Add selected Group Appointments below for [Group Name] section, do the following:
- Select the check box for group appointments the transferred members should be added to. All appointments are selected by default.
- Deselect the check box for group appointments the transferred members should not be added to.
To save changes and close the window, select OK.
The Members added to group section lists all patients added to the group, and the Members removed from group section lists all patients removed from the group.

If the group members were added to and removed from has future group appointments scheduled, the Manage Appointments for Added/Removed Members window opens.
In the Add Members to Group Appointments selected below section, do the following:
- Select the check box for group appointments the new members should be added to. All appointments are selected by default.
- Deselect the check box for group appointments the new members should not be added to.
In the Remove Members to Group Appointments selected below section, do the following:
- Select the check box for group appointments the removed members should be removed from. All appointments are selected by default.
- Deselect the check box for group appointments the removed members should not be removed from.
In the Reason for appointment cancellation field, select a reason from the drop-down list. This field is required.

Note: This field appears only if the Track cancellation reason check box is enabled in Practice Preferences > Appt Scheduling.
To save changes and close the window, select OK.

Add, Remove and Transfer Members in a Patient Group

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.

The Transferred Members section lists all patients transferred from the group.
In the Cancel selected Group Appointments below for [Group Name] section, do the following:
- Select the check box for group appointments the transferred members should be removed from. All appointments are selected by default.
- Deselect the check box for group appointments the transferred members should not be removed from.
In the Reason for appointment cancellation field, select a reason from the drop-down list. This field is required.

Note: This field appears only if the Track cancellation reason check box is enabled in Practice Preferences > Appt Scheduling.
In the Add selected Group Appointments below for [Group Name] section, do the following:
- Select the check box for group appointments the transferred members should be added to. All appointments are selected by default.
- Deselect the check box for group appointments the transferred members should not be added to.
To save changes and close the window, select OK.
The Members added to group section lists all patients added to the group, and the Members removed from group section lists all patients removed from the group.

If the group members were added to and removed from has future group appointments scheduled, the Manage Appointments for Added/Removed Members window opens.
In the Add Members to Group Appointments selected below section, do the following:
- Select the check box for group appointments the new members should be added to. All appointments are selected by default.
- Deselect the check box for group appointments the new members should not be added to.
In the Remove Members to Group Appointments selected below section, do the following:
- Select the check box for group appointments the removed members should be removed from. All appointments are selected by default.
- Deselect the check box for group appointments the removed members should not be removed from.
In the Reason for appointment cancellation field, select a reason from the drop-down list. This field is required.

Note: This field appears only if the Track cancellation reason check box is enabled in Practice Preferences > Appt Scheduling.
To save changes and close the window, select OK.

Add, Remove and Transfer Members in a Patient Group

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