Check Out the Group Members from a Group Appointment

Help Guide for NextGen® Enterprise PM 8

Quick Check In and Check Out of Group Appointment

Group check in and group check out options are added to the right-click menu on Appointment Book to facilitate quick check in and check out of the group appointment without going to Edit Group Appointment window every time a member checks in or checks out from the group appointment. These options reduce the steps taken for check in and check out of the group appointment. The Enable Group Scheduling check box must be selected in the Practice Preferences to utilize these options. The security access rights in Operations for Checkin and Checkout in System Administrator application governs the group check-in and check-out in NextGen® Enterprise PM. You can perform the following operations with these options for the group appointment: Check in of all scheduled members Check in of selected members Check out of all checked-in members Check out of selected members Quick Check In of Group Appointment You can quickly check in group appointments and create group encounter in the Appointment Book.

Help Guide for NextGen® Enterprise PM 8

Scheduling Group Appointments

You can schedule a single appointment for patients within a patient group. For example, to schedule a counseling session for a patient group on Wednesday at 11:00 AM, you can schedule a single group appointment, rather than scheduling separate appointments for each patient for the same slot. When you schedule and save a group appointment, an individual appointment is created for each patient in the group, and all appointments are displayed in the same time slot in the appointment book. Each individual appointment has a unique appointment ID and a common Group appointment ID in the database. Note: Due to the nature of group appointments, conflicts related to overbooking do not apply when an appointment is scheduled. Additionally, you cannot use event chains at this time. You can also create group appointment shells and manage them. A group appointment shell is a group appointment with no associated member appointments. You can do the following operations for a group appointment shell: A

Help Guide for NextGen® Enterprise PM 8

Checking In Group Appointments

When a group encounter is created prior to check-in to create the individual encounters for each member in a patient group, the appropriate encounter can be linked to each patient's appointment during the check-in process. Check In Individual Appointments Created from a Group Appointment You can check in individual appointment which is a part of group appointment and the member goes through the check-in Autoflow process. Parent topic: Group Scheduling

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

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 Scheduling

Group Scheduling can be used by practices that render services in a group setting. For example, a clinic may provide education, support, counseling or therapy sessions to various groups of patients. When Group Scheduling is enabled for a practice, you can create a group that includes specific patients. Then a single group appointment can be scheduled that automatically creates a separate appointment for each patient in that group. In addition, at check-in a single group encounter can be created that automatically generates separate encounters for each patient in the group. In NextGen® Enterprise PM. the primary components to Group Scheduling include the following: Patient Groups Group Appointments Group Encounters Enable Group Scheduling Setup Access Rights for Group Scheduling Patient Groups Scheduling Group Appointments You can schedule a group appointment for a group of patients for a group activity or event. Individual appointments are created for each associated member and display

Check Out the Group Members from a Group Appointment

Recommendations

Quick Check In and Check Out of Group Appointment

Scheduling Group Appointments

Checking In Group Appointments

Mark Individual Member Appointment as Kept on Group Checkin Window

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

Group Scheduling

Quick Check In and Check Out of Group Appointment

Scheduling Group Appointments

Checking In Group Appointments

Mark Individual Member Appointment as Kept on Group Checkin Window

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

Group Scheduling