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

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

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

Add a Member to an Existing Group Encounter

You can add a member to an existing group encounter if needed. For example, a group encounter was already created from a group appointment for all patients that were marked as kept, and then another patient arrives for the appointment. You can add that patient to the existing group encounter. Access the Appointment Book. 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 Open > Group Appointment. The Edit Group Appointment window opens. In the Associated Member Appointments section on the right, select to select the appointment for the member to be added to the group encounter. Select Open Menu and then select Add to Existing Group Enc. An individual encounter is created for the member, the encounter is linked to the member's appointment, and the encounter number appears in the Associated Member Appointments section of the Edit Group Appointment window. Parent t

Help Guide for NextGen® Enterprise PM 8

Lookup Encounters by Patient Group

You can use the Encounter Lookup window to search for encounters for patients in a specific patient group. To access the Encounter Lookup window, do one of the following: From the main toolbar, select Encounter. From the Tasks menu, select Lookup and then Encounters. The Encounter Lookup window opens. Enter appointment lookup search criteria to find the desired encounters. Multiple parameters can be used. For example, select a Bill Status, Billable Date Range, Rendering Physician, and Service Location. In the Patient Group field, do one of the following to further limit the search results to include only encounters for patients in a specific group: Select a group name from the drop-down list. Select the flashlight button to use the Patient Group Search window to search and select a group name. Note: Expired, hidden and inactive groups are not listed in the Patient Group field. These groups can be accessed from the Patient Group Search window. Select Find. Encounters that match all sear

NextGen® Enterprise EHR Help

Add Members to Existing Group Encounters

Before you begin To access this feature, you must have the permission to add patient encounters. You can add members to a group encounter that has already been checked-in. From the File menu, select Patient Group. The Patient Group window appears. 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 opens. Search for the person or patient to be added as a member to the group encounter. Double-click the name of the person or patient. The new member appears in the list of members. Select the new member and select open menu . Then, select Add to Group Encounter. Note: If the Add to Group Encounter option is not available for selection, verify the following: At least one group encounter was created for the patient group. Only one member is selected from the list of members. The Add Members to Group Encounters window opens displaying the previous and current group encounters. By default, n

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

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

Before you begin

Recommendations

Associate the Existing Group Encounter to Scheduled Members

Creating Group Encounters

Add a Member to an Existing Group Encounter

Lookup Encounters by Patient Group

Add Members to Existing Group Encounters

Fields for Adding Members to Group Encounters

Associate the Existing Group Encounter to Scheduled Members

Creating Group Encounters

Add a Member to an Existing Group Encounter

Lookup Encounters by Patient Group

Add Members to Existing Group Encounters

Fields for Adding Members to Group Encounters