Modify a Patient Group

Help Guide for NextGen® Enterprise PM 8

Add a Patient Group

To add a patient group in NextGen® Enterprise PM or NextGen® Enterprise EHR, do the following: Open Patient Groups. The Patient Group Search window opens. Search for a Patient Group. If the group you are searching for is not listed in the Matching Records section of the Patient Group Search window, do one of the following to add a new group: Select New. Select Open Menu and select New. Right-click and select New. The Patient Group window opens. On the General tab, enter general information for the group. Select the Members tab to add members to the group. To save changes and close the window, select OK. Note: The Appointments tab is blank when a new patient group is added. For an existing patient group, the tab displays future group appointments scheduled for the group. Add or Modify General Information for a Patient Group Add Members to a Patient Group Parent topic: Patient Groups

Help Guide for NextGen® Enterprise PM 8

Accessing Patient Groups

In NextGen® Enterprise PM, you can access patient groups by doing one of the following: From the Tasks menu, select Patient Group. From the Appointment Book toolbar, select Patient Group. In NextGen® Enterprise EHR, you can access patient groups by selecting the File menu and then selecting Patient Group. When you access patient groups, the Patient Group Search window opens so you can search for a specific group. Parent topic: Patient Groups

Help Guide for NextGen® Enterprise PM 8

Add a Member to an Existing Group Appointment

You can add a member to existing future group appointments scheduled for the group. For example, assume three group appointments are scheduled for the Anger Management patient group. John Doe wants to join the patient group and attend two of the group appointments. You can add John to the Anger Management patient group and create appointments for him for the selected future appointments . Open the appointment book. Select Patient Group on the toolbar. The Patient Group Search window opens. Search for and open the desired patient group. Select the Members tab where the patients in the patient group are displayed. To add a member to an existing group appointment, select the check box for the patient, select Open Menu, and then select Add to Existing Grp Appt. The Add Member to Existing Group Appointments window opens. In the Upcoming Appointments section, select the check box for group appointments the member should be added to. All appointments are selected by default. Select OK. The me

Help Guide for NextGen® Enterprise PM 8

Access Patient Information for a Member in a Patient Group

From the Members tab on the Patient Group window, you can access the Modify Patient Information window for a member in the group. Access Patient Groups Accessing Patient Groups. The Patient Group Search window opens. Search for a Patient Group Search for a Patient Group. From the Matching Records section of the Patient Group Search window, select a group and then do one of the following: Select Open. Select Open Menu and select Open. Right-click and select Open. The Patient Group window opens. Select the Members tab. The Member List displays all patients in the group. To access patient information for a member in the group, select to highlight the member or select the check box for the member, and then select Open Menu and select Open Member. The Modify Patient Information window opens for the selected member. Parent topic: Modify a Patient Group

Help Guide for NextGen® Enterprise PM 8

Setup Access Rights for Group Scheduling

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,

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

Modify a Patient Group

Recommendations

Add a Patient Group

Accessing Patient Groups

Add a Member to an Existing Group Appointment

Access Patient Information for a Member in a Patient Group

Setup Access Rights for Group Scheduling

Modify a Group Appointment