Mark Individual Member Appointments in a Group Appointment as Kept

Help Guide for NextGen® Enterprise PM 8

Open a Patient Chart from a Group Appointment

Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. Select the Group Check-in icon. The group modal window opens. Select the member's individual appointment. Right-click the member's individual appointment, and then select View Chart. The Patient Chart window opens. Parent topic: Modify a Group Appointment

Help Guide for NextGen® Enterprise PM 8

Modify a Group Appointment

You can modify a group appointment if needed. Any modifications made to a group appointment will automatically update the associated individual member appointments with the same changes. You can also manage whether other group appointments in a recurring series should be updated with the same information. Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. Select the Group Check-in icon. The group modal window opens. Select the member's individual appointment. Right-click and then select Open > Group Appointment. In Edit Appointment, update the required details. Select OK. Select Yes. In Reason for appointment reschedule, select a reason from the drop-down list and then select OK. The Update Recurring Group Appointments window opens. In Group Recurrences, do the following: Select the checkbox for recurring group appointments that should be updated with the same modifications. Appointments are selected by default. Clear the checkbox for recurring group appointments that s

Help Guide for NextGen® Enterprise PM 8

Mark Individual Member Appointments as Kept from a Group Appointment

As patients arrive for a group appointment, you can open thegroup appointment and mark multiple member appointments as kept, rather than opening each appointment to mark them as kept. In addition, you can use the kept indicators within the group appointment to easily track which members have arrived and which ones have not. Open 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. Select the group appointment. Select the individual appointment you want to update. Right-click the individual appointment, and then select Open > Group Appointment. The Associated Member Appointments section on the right displays all members in the patient group. The Edit Group Appointment window opens. To mark a member's appointment as kept, select in the Kept column to the left of the patient's name.A green check mark appears in the column. To save the modifications to the group appointmen

Help Guide for NextGen® Enterprise PM 8

Set Up Group Encounters 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

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

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

Mark Individual Member Appointments in a Group Appointment as Kept

Recommendations

Open a Patient Chart from a Group Appointment

Modify a Group Appointment

Mark Individual Member Appointments as Kept from a Group Appointment

Set Up Group Encounters for Kept Members

Creating Group Encounters

Creating Group Encounters

Mark Individual Member Appointments in a Group Appointment as Kept

Open a Patient Chart from a Group Appointment

Modify a Group Appointment

Mark Individual Member Appointments as Kept from a Group Appointment

Set Up Group Encounters for Kept Members

Creating Group Encounters

Creating Group Encounters