Create a Group Encounter for Scheduled Members

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 for a Patient Group

You can use this procedure to create a group encounter for all members in a patient group. An encounter is created for each member in the group and you can manually link the encounter to each patient's appointment during the check-in process. Open NextGen® Enterprise PM. From Tasks, select Create Group Encounter. The Add Group Encounter window opens. In the Patient Group field, do one of the following. This field is required. To create the group encounter for an existing patient group, select the group from the drop-down list. To create the group encounter for a new patient group, select Open Menu and then select New Group. To create the group encounter for an existing patient group that needs modifications, select the group from the drop-down list, and then select Open Menu and select Open Existing Group. 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

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

Associate the Existing Group Encounter to Scheduled Members

Before you begin To associate the group encounter to the members, group encounters for the patient group must be created. You can link the existing group encounter to a group appointment when you check in a group appointment through the Available Group Encounters window. Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. From the Daily, Weekly List, Weekly Schedule or Multi-View view, select the group. Select the individual appointment. To associate all the scheduled members to available group encounter, right-click the selected appointment, and then select Checkin/Create Encounter > Group Appointment > All Scheduled Members. The Available Group Encounters window opens. In Available Group Encounters, do one of the following: Select the available group encounter and select Select. To create a new group encounter, select Cancel The existing group encounter is associated to all scheduled members of the patient group and encounter numbers are created and appear on the Edit

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

Help Guide for NextGen® Enterprise PM 8

Create an Encounter from an Appointment

Create an Encounter from an Appointment Create an Encounter from an Appointment If a patient has appointment and services performed by a provider in the practice, you must create an encounter from the appointment during the check-in process. Open NextGen® Enterprise PM. From Appointment Book, select the appointment. Right-click an appointment and select Checkin/Create Encounter. The Add Patient Information window opens. If the patient does not have a chart, update necessary information in the Add Patient Information window, and then select Chart to create the patient's chart. The Create Encounter window opens. Select a program for the encounter. Enter all the mandatory information marked in red to complete the patient's encounter. Note: In Practice Preferences > Case Management, if the Allow encounter payers to differ when case is attached preference is selected, you can link a case to an appointment even if the insurance on the appointment differs from the insurance on the case. Note:

Create a Group Encounter for Scheduled Members

Recommendations

Create a Group Encounter for Kept Members

Create a Group Encounter for a Patient Group

Creating Group Encounters

Associate the Existing Group Encounter to Scheduled Members

Create an Encounter from the Patient Chart

Create an Encounter from an Appointment

Create a Group Encounter for Kept Members

Create a Group Encounter for a Patient Group

Creating Group Encounters

Associate the Existing Group Encounter to Scheduled Members

Create an Encounter from the Patient Chart

Create an Encounter from an Appointment