Enable Group Scheduling
To utilize the patient groups, group appointments, and group encounters functionality in NextGen® Enterprise PM, an option must be enabled in Practice Preferences.
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Help Guide for NextGen® Enterprise PM 8
To work with patient groups, group appointments, and group encounters in NextGen® Enterprise PM and NextGen® Enterprise EHR, users must have security access rights in System Administrator. Access System Administrator. The NextGen System Administrator window opens. On the left, select to expand an enterprise and then a practice. Select a user group within the practice. Select the Rights tab. To enable users to add or modify Patient Groups in NextGen® Enterprise PM and NextGen® Enterprise EHR, do the following: Select to expand Operations, and then select Patient Group. In the Access Rights section, select Yes. To enable users to schedule Group Appointments in NextGen® Enterprise PM, do the following: Select to expand Modules, then expand Scheduling, and then select Appointments. In the Access Rights section, select Add. To enable users to create Group Encounters in NextGen® Enterprise PM and NextGen® Enterprise EHR, do the following: Select to expand Operations, then expand Encounters,Setup Access Rights for Group Scheduling
Help Guide for NextGen® Enterprise PM 8
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.Quick Check In and Check Out of Group Appointment
Help Guide for NextGen® Enterprise PM 8
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 displayGroup Scheduling
Help Guide for NextGen® Enterprise PM 8
Scheduling Administration is an important function in NextGen® Enterprise PM. The Scheduling Administration creates the Appointment Book window and helps you schedule appointments for patients in a practice. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The following tabs are available in the Scheduling Administration window: Classes Resources Events Event Chains Categories Weekly Templates Daily Templates For scheduling appointments on the practice level using the Appointment Search Ahead window, you must complete the configuration for the practice in Practice Scheduling Administration for each practice. For searching an appointment at the enterprise level from the Enterprise Appointment Search Ahead window, you must complete the configuration for the practices of an enterprise both in Practice Scheduling Administration and EScheduling Administration
Help Guide for NextGen® Enterprise PM 8
Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. From the Preference List, select Programs. To enable program functionality for the practice, select the Enable Programs check box. To save changes and close the window, select OK. Parent topic: Practice Preferences for ProgramsEnable Programs
Help Guide for NextGen® Enterprise PM 8
Appointment Scheduling Preferences control how specific functions and tasks work in the Appointment Book in NextGen® Enterprise PM. While some settings are strictly for customizing the display, others affect the application behavior. You must complete these settings before opening the Appointment Book for the first time. In File Maintenance, scheduling preferences can be defined in the Default User Prefs - Scheduling master file, and then assigned to groups of users or individual users in System Administrator. For more information, go to NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide forNextGen®Enterprise. In NextGen® Enterprise PM, you can modify your own scheduling preferences in Admin > Preferences > User > Scheduling. Your settings override any default settings that were assigned to you in System Administrator. Appointment Scheduling Preferences include a variety of options and settings on the following tabs: General Multi View Dail