Create a Group Encounter for a Patient Group

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

Help Guide for NextGen® Enterprise PM 8

Create a Group Encounter for Kept Members

Open NextGen® Enterprise PM. From the main toolbar, select ApptBook. In the Daily, Weekly, Weekly Schedule, or Multi-View, right-click an individual appointment scheduled as part of a group appointment. Select Open > Group Appointment. The Edit Group Appointment window opens. In the Associated Member Appointments section on the right, verify appropriate individual appointments are marked as Kept. Select open menu , and then select Create Group Enc for Kept Members. Note: This option is not available if a group encounter already exists for a 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

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

Help Guide for NextGen® Enterprise PM 8

Creating Group Encounters

In NextGen® Enterprise PM, you can create group encounters in the following ways: Create a Group Encounter for Kept Members This enables you to create a group encounter for patients in a group appointment whose individual member appointments have been marked as kept. An encounter is created for each kept member and automatically linked to their kept appointment. An encounter is not created for patients in the group appointment whose individual member appointments have not been marked as kept. Create a Group Encounter for Scheduled Members This enables you to create a group encounter for all patients in a group appointment, regardless of whether their individual member appointments have been marked as kept. An encounter is created for each scheduled member and automatically linked to their appointment, and all member appointments are marked as kept. Create a Group Encounter for a Patient Group This enables you to create a group encounter for all patients in a patient group. The group en

Help Guide for NextGen® Enterprise PM 8

Create an Encounter from the Tasks Menu

From the Tasks menu, select Create Encounter. The Patient Lookup window opens. Enter the search criteria to locate the required patient, and then select Find. The patients that match the search criteria appear in the Matching Records section at the bottom of the Patient Lookup window. From the Matching Records list, double-click a patient. The Create Encounter window opens. In the Billable Date field, enter the encounter date. The date is selected from one of the following by default and can be changed as required: The service date selected in session settings. The current system date. In the Billable Time field, enter the encounter time. The time is set to 12:00 AM by default. Note: 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. In the Rendering field, select the rendering provider. In the Service Location field, select the encounter location. In

Help Guide for NextGen® Enterprise PM 8

Create an Encounter from the Patient Chart

If a patient does not have an appointment but has services performed by a provider in the practice, then an encounter is required for the patient. For example, you can create an encounter from the Patient Chart for a patient seen by a provider in a hospital or nursing home. From Patient Chart, select the Encounters tab, and then select the General sub-tab. Do one of the following: In the Encounter Information section, select the open menu and then select New. In the Encounters section, right-click and then select New. The Create Encounter window opens. In the Billable Date field, enter the encounter date. The date is selected from one of the following by default and can be changed as required: The service date selected in session settings. The current system date. In the Billable Time field, enter the encounter time. The time is set to 12:00 AM by default. Note: The billable time changes to the current system time if you select the Default Enc Billable Time to System Time check box in

Create a Group Encounter for a Patient Group

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Create a Group Encounter for Scheduled Members

Create a Group Encounter for Kept Members

Create a Group Encounter in NextGen® Enterprise EHR

Creating Group Encounters

Create an Encounter from the Tasks Menu

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Create a Group Encounter for Scheduled Members

Create a Group Encounter for Kept Members

Create a Group Encounter in NextGen® Enterprise EHR

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Create an Encounter from the Tasks Menu

Create an Encounter from the Patient Chart