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 .
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 rendering physician name.
Note: If a Rendering Physician was selected when the group appointment was scheduled, this field is populated from the details of the group appointment and cannot be modified.
Note: This field is required when Require Rendering Physician is selected in Encounters in the Practice Preferences.
- To save changes and close the window, select OK.
A prompt appears that a group encounter will be created for the members marked as kept.
- To continue, select Yes.
An encounter is created for each kept member and automatically linked to their kept appointment. The status of the appointment is changed as Kept in Appointment Book.
