Fields for Adding Members to Group Encounters

Field	Description
Group Enc Date	Billable date and time of the group encounter.
Group Name	Patient group that was selected when the group encounter was created.
Location	Service location of the group encounter.
Rendering	Rendering physician in charge of the group encounter.
Billable	Displays Y if the group encounter is billable. Displays N if the group encounter is non-billable.
Clinical	Displays Y if the group encounter is clinical. Displays N if the group encounter is non-clinical.
Created By	Member who has created the group encounter.
Appt Date/Time	Group appointment date and time for the group encounter.
Event	Group appointment event for the group encounter.
Resources	Group appointment resources for the group encounter.

Help Guide for NextGen® Enterprise PM 8

Include Non-Members of a Patient Group to Previous Group Encounters

Before you begin To access this feature, you must have the permission to add patient encounters. If a non-member of a patient group is a participant of a group encounter that has already been checked-in, you can add the participant member to the group encounter. For example, assume that a session on Anger Management (a group encounter) was attended by members of the Anger Management patient group. John Doe is a member of the Behavioural Health patient group, but a non-member of the Anger Management group. Out of interest, he has participated in the Anger Management session. In such a scenario, you can record John's participation by adding him only to the group encounter without adding him to the Anger Management patient group. Open the appointment book. Select Patient Group on the toolbar. The Patient Group Search window opens. Search for and open the patient group. The Patient Group window opens. On the Members tab, select open menu and select Add Member. The People Lookup window open

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 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

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

Group Scheduling Reports

Reports in NextGen® Enterprise PM can be generated to include information related to Patient Groups, Group Appointments and Group Encounters. The Patient Groups report lists groups that have been created in either NextGen® Enterprise EHR or NextGen® Enterprise PM, including all patients added to or removed from each group. By default, this report is sorted by patient group name. For more information, go to the NextGen Healthcare Success Community and download the Reports User Guide for NextGen® Enterprise PM . In addition to the Patient Groups report, columns are available on other reports as listed below. These columns can also be used with the Filter 2, Sorting and Totals report filter options. Patient Group: This column displays the name of the Patient Group associated to group appointments and group encounters on the following reports: Appointment Listing Kept Appointments with no Charges Daily Encounters Billed Encounters Unbilled Encounters Unduplicated Patients Group Encounter:

Fields for Adding Members to Group Encounters

Recommendations

Include Non-Members of a Patient Group to Previous Group Encounters

Creating Group Encounters

Create a Group Encounter for Scheduled Members

Create a Group Encounter for Kept Members

Associate the Existing Group Encounter to Scheduled Members

Group Scheduling Reports

Include Non-Members of a Patient Group to Previous Group Encounters

Creating Group Encounters

Create a Group Encounter for Scheduled Members

Create a Group Encounter for Kept Members

Associate the Existing Group Encounter to Scheduled Members

Group Scheduling Reports