Check In Individual Appointments Created from a Group Appointment

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

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

Encounter Maintenance

The Create Encounter and Encounter Maintenance windows include specific information related to an individual patient encounter. The window includes the following tabs: General Clinical Billing & Collections Encounter Specifics UB Claims Marketing Properties History The following fields are available at the top of the Create Encounter and Encounter Maintenance windows: Field Description Billable Date This is the date of the encounter. If the encounter is created from an appointment, the Billable Date defaults to the appointment date. Otherwise, the date defaults to the current system date and can be modified if needed. Billable Time This is the billable time for an encounter. The billable time is set to 12:00 AM by default. The billable time changes to the current system time if you select the Default Enc Billable Time to System Time check box in the Encounters preference on the Practice Preferences window. When you select the Default Enc Billable Time to System Time check box, the syst

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

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

Help Guide for NextGen® Enterprise PM 8

Create a Group Encounter for Scheduled Members

Open NextGen® Enterprise PM. From the main toolbar, select ApptBook. In the Daily, Weekly, Weekly Schedule, or Multi-View, select an individual appointment scheduled as part of a group appointment. Select Open > Group Appointment. The Edit Group Appointment window opens. Select open menu , and then select Create Group Enc for Scheduled Members. This option is not available if a group encounter already exists for the group appointment. 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. Note: In the Practice Preference window, on Encounters practice preference, the Default previous payer(s) to encounters created in PM option is selected by default. If you clear this option, new encounters you create from NextGen® Enterprise PM do not have insurance added from the previous encounter, and when you save the new encounter, it defaults to self-pay. The Defau

Check In Individual Appointments Created from a Group Appointment

Recommendations

Create a Quick Group Encounter for Scheduled Members

Create a Quick Group Encounter for Kept Members

Encounter Maintenance

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

Add Members to Existing Group Encounters

Create a Group Encounter for Scheduled Members

Create a Quick Group Encounter for Scheduled Members

Create a Quick Group Encounter for Kept Members

Encounter Maintenance

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

Add Members to Existing Group Encounters

Create a Group Encounter for Scheduled Members