Quick Check In and Check Out of Group Appointment

Help Guide for NextGen® Enterprise PM 8

Check Out the Group Members from a Group Appointment

From the Edit Group Appointment window, you can check out all or certain group members who have checked in to the group appointment. This concludes the group appointment and captures the date and time. Select ApptBook on the main toolbar. From the Daily, Weekly List, Weekly Schedule or Multi-View view, select a group appointment that is in Kept status. Right-click and then select Open > Group Appointment. The Edit Group Appointment window opens. Select open menu and then select Checkout Members. Note: This option is not available if all the members are checked out. The Group Checkout window opens. Note: In this image, the members shown in grey are the unchecked members. The member shown in red is an expired patient and it is mentioned in parenthesis next to the member's name. On the Group Checkout window, select the checked in member check boxes. Note: You can identify the checked in members when they have an encounter number in the Encounter column. Select Checkout. The selected check

Help Guide for NextGen® Enterprise PM 8

Enable Group Scheduling

To utilize the patient groups, group appointments, and group encounters functionality in NextGen® Enterprise PM, an option must be enabled in Practice Preferences. Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. From the Preference List, select Appt Scheduling. Select the Enable Group Scheduling check box. To save changes and close the window, select OK. Parent topic: Group Scheduling

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

Group Scheduling Reports

Reports in NextGen® Enterprise PM can be generated to include information related to Patient Groups, Group Appointments and Group Encounters. The Patient Groups report lists groups that have been created in either NextGen® Enterprise EHR or NextGen® Enterprise PM, including all patients added to or removed from each group. By default, this report is sorted by patient group name. For more information, go to the NextGen Healthcare Success Community and download the Reports User Guide for NextGen® Enterprise PM . In addition to the Patient Groups report, columns are available on other reports as listed below. These columns can also be used with the Filter 2, Sorting and Totals report filter options. Patient Group: This column displays the name of the Patient Group associated to group appointments and group encounters on the following reports: Appointment Listing Kept Appointments with no Charges Daily Encounters Billed Encounters Unbilled Encounters Unduplicated Patients Group Encounter:

Help Guide for NextGen® Enterprise PM 8

Checking In Group Appointments

When a group encounter is created prior to check-in to create the individual encounters for each member in a patient group, the appropriate encounter can be linked to each patient's appointment during the check-in process. Check In Individual Appointments Created from a Group Appointment You can check in individual appointment which is a part of group appointment and the member goes through the check-in Autoflow process. Parent topic: Group Scheduling

Help Guide for NextGen® Enterprise PM 8

Group Scheduling

Group Scheduling can be used by practices that render services in a group setting. For example, a clinic may provide education, support, counseling or therapy sessions to various groups of patients. When Group Scheduling is enabled for a practice, you can create a group that includes specific patients. Then a single group appointment can be scheduled that automatically creates a separate appointment for each patient in that group. In addition, at check-in a single group encounter can be created that automatically generates separate encounters for each patient in the group. In NextGen® Enterprise PM. the primary components to Group Scheduling include the following: Patient Groups Group Appointments Group Encounters Enable Group Scheduling Setup Access Rights for Group Scheduling Patient Groups Scheduling Group Appointments You can schedule a group appointment for a group of patients for a group activity or event. Individual appointments are created for each associated member and display

Quick Check In and Check Out of Group Appointment

Recommendations

Check Out the Group Members from a Group Appointment

Enable Group Scheduling

Setup Access Rights for Group Scheduling

Group Scheduling Reports

Checking In Group Appointments

Group Scheduling

Check Out the Group Members from a Group Appointment

Enable Group Scheduling

Setup Access Rights for Group Scheduling

Group Scheduling Reports

Checking In Group Appointments

Group Scheduling