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.
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Help Guide for NextGen® Enterprise PM 8
Mark Individual Member Appointments in a Group Appointment as Kept
As patients arrive for a group appointment, you can open the group 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 NextGen® Enterprise PM. On the main toolbar, select ApptBook. Select the Group Check-in icon. The group modal window opens. Select the individual member(s) you would like to mark as kept and add to the group encounter. Select Add to Group Encounter. Each selected member's appointment will automatically be marked as kept and added to the group encounter 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
NextGen® Enterprise EHR Help
View Patient Chart in NextGen® Enterprise PM
You can view patient's chart in NextGen® Enterprise PM. Note: In System Administrator, if Access Rights for Chart/Recalls/Tasking is set to No, then you cannot access Chart from the NextGen Care® Population Management Hub toolbar. For more information about setting access permissions to Chart in NextGen Care® Population Management Hub, go to NextGen Healthcare Success Community and download the latest NextGen® Enterprise PM. In NextGen Care® Population Management Hub, do one of the following: From the Cohorts tab, run a report. From the My Lists tab, run a list. From the Appointment Book tab, filter the patients. The patient list appears in the patient grid. In the patient grid, select the check box next to the patient's name. From Chart, select EPM Chart. The selected patient's chart appears in NextGen® Enterprise PM. Parent topic: Working with NextGen Care Population Management Hub Reports
Help Guide for NextGen® Enterprise PM 8
Open Active Patient Records
In NextGen® Enterprise PM, do one of the following to open the Patient Lookup window: On the main toolbar, select Chart. From the Tasks menu, select Lookup > Charts. Patient Lookup Window Select the arrow next to Find, and then select Access Active Patient from the menu. The patient chart opens for the active patient. Parent topic: Opening the Active Patient Record
Help Guide for NextGen® Enterprise PM 8
Open Previous Patient Records
When working with multiple patients, you can access a recently accessed patient chart without performing a chart lookup. Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup Chart Lookup icon. The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and then select Find. Patient records that match the search criteria appear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. Select open menu Open Menu icon and select Access Previous Patient. The most recently opened patient chart list appears. Select the patient record you want to open from the list. The selected patient's chart opens. Parent topic: Viewing Patient Demographics Information
Help Guide for NextGen® Enterprise PM 8
View Appointments for the Active Patient
In NextGen® Enterprise PM, open the Appointment Lookup window by doing one of the following: From the main toolbar, select the Appt List button. From the Tasks menu, select Lookup, and then Appointments. Appointment Lookup window Select the arrow next to Find, and then select Access Active Patient from the menu. The Appointment List section of the Appointment Lookup window displays appointments for the active patient. Parent topic: Opening the Active Patient Record
