Group Scheduling Reports

Help Guide for NextGen® Enterprise PM 8

Group Scheduling

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 display

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

Fields for Adding Members to Group Encounters

The Add Member to Group Encounters window displays the encounters created for the patient group from NextGen® Enterprise EHR and/or NextGen® Enterprise PM. The following table describes the fields on the Add Members to Group Encounters window. 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. Note: If the group enc

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

Group Scheduling Reports

Recommendations

Group Scheduling

Creating Group Encounters

Fields for Adding Members to 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

Group Scheduling

Creating Group Encounters

Fields for Adding Members to Group Encounters

Create a Group Encounter for Scheduled Members

Create a Group Encounter for Kept Members

Associate the Existing Group Encounter to Scheduled Members