Navigating the Patient Group Window

Alt +	Navigates to:
G	General tab
M	Members tab
A	Appointments tab
W	Who/When button
O	OK button
C	Cancel button

Help Guide for NextGen® Enterprise PM 8

Search for a Patient Group

Open patient group. The Patient Group Search window opens. Enter search criteria to find the desired patient groups. Multiple parameters can be used. For example, you can enter all or part of the Group Name, select a Location and select a Day of the Week. Select Find. Patient groups that match all search criteria entered are listed in the Matching Records section at the bottom of the window. For multi-select search criteria, patient groups that match any of the criteria are listed. For example, if your search criteria included Locations X, Y and Z, and Clinicians/Facilitators A, B and C, and Days of the Week Tue, Wed and Thu, the search results lists any patient group at location X, Y or Z for clinicians A, B or C that meets on Tuesday, Wednesday, or Thursday. If no search criteria were entered, all patient groups are listed except those that are expired, hidden or inactive. The following information displays for each patient group listed: Group Name Location Clinicians/Facilitators Me

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

Modify a Patient Group

To modify a patient group in NextGen® Enterprise PM or NextGen® Enterprise EHR, do the following: Access Patient Groups. The Patient Group Search window opens. Search for a Patient Group. In the Matching Records section of the Patient Group Search window, select a group to be modified 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. On the General tab, modify general information for the group. Select the Members tab to do any of the following: Add members to the group. Access for a member in the group. Remove members from the group. Transfer members from the group to another group. Add a member to an existing group appointment. Select the Appointments tab to view future group appointments scheduled for the group. To save changes and close the window, select OK. Access Patient Information for a Member in a Patient Group Remove Members from a Patient Group Transfer Members from One Patient Group

Help Guide for NextGen® Enterprise PM 8

Navigating the Patient Group Search Window

You can navigate through the Patient Group Search window by pressing the Tab key to move forward to the next field, or by pressing the Shift and Tab keys to move back to the previous field. You can also navigate to a specific button on the window by using a hot-key command. Press the Alt key to display an underlined letter on all buttons. The underlined letters are the hot-key commands. Then press Alt and a Letter to navigate to that specific button. For example, pressing Alt and F navigates to the Find button. Hot-Key Commands Alt + Navigates to: L Clear button F Find button N New button O Open button C Close button The default sort for records listed in the Matching Records section at the bottom of the window is ascending order by Group Name. You can change the sort by selecting any column header to resort the records by that column in ascending or descending order. In addition, you can rearrange and resize any column. Parent topic: Search for a Patient Group

Help Guide for NextGen® Enterprise PM 8

View Future Group Appointments for a Patient Group

The Appointments tab on the Patient Group window enables you to view future group appointments scheduled for the group. The tab is view only and changes cannot be made from this tab. Access Patient Groups. The Patient Group Search window opens. 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 Appointments tab. The Scheduled Group Appointments section lists future appointments for the group in ascending order by date and time. The following information displays for each appointment listed: Date/Time Event Resource Location To change the default sort by Date/Time, select a column header. The Show Next field defaults to 5. To view fewer or more future appointments for the group, enter a value between 1 and 25 and then select Refresh results. The tab refreshes and the Schedule

Help Guide for NextGen® Enterprise PM 8

Remove Members from a Patient Group

The Members tab on the Patient Group window enables you to remove patients from the group. You can also manage existing future group appointments for the removed members. Access Patient Groups. The Patient Group Search window opens. 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 with the following information: Name Home Phone Birth Date Medical Record Number Date Added Programs Expired Indicator (Y or N); Expired patients display in red text. Note: Programs display for a patient when their Program Enrollment Date is on or before the current system date (today) and their Program Discharge Date is on or after the current system date or blank. To remove a member from the group, select the check box for the pati

Navigating the Patient Group Window

Recommendations

Search for a Patient Group

Add a Patient Group

Modify a Patient Group

Navigating the Patient Group Search Window

View Future Group Appointments for a Patient Group

Remove Members from a Patient Group

Search for a Patient Group

Add a Patient Group

Modify a Patient Group

Navigating the Patient Group Search Window

View Future Group Appointments for a Patient Group

Remove Members from a Patient Group