Quick Check In of Group Appointment

Help Guide for NextGen® Enterprise PM 8

Add a Member to an Existing Group Encounter on Group Checkin Window

You can add a group member to an existing group encounter during the group check in. If a group encounter was already created for the checked in members, and if another patient arrives for the appointment, you can add those patients to the existing group encounter. Select ApptBook on the main toolbar. From the Daily, Weekly List, Weekly Schedule or Multi-View view, select an individual appointment that was scheduled as part of a group appointment. Right-click and then select Checkin/Add to Existing > Group Appointment > Select Members. The Group Checkin/Add to Existing Group Encounter window opens. On the Group Checkin/Add to Existing Group Encounter window, select the scheduled member to be added to the group encounter. Select Add to Existing. An individual encounter is created for the selected Scheduled Member and linked to the member’s appointment. Encounter number appears on the Encounter column of the Group Checkin/Add to Existing Group Encounter window. Select Close. The member a

Help Guide for NextGen® Enterprise PM 8

Mark Individual Member Appointment as Kept on Group Checkin Window

When a patient arrives for a group appointment, you can mark their individual member appointments as Kept from the Group Checkin/Create Encounter window. This enables you to open a single group appointment and mark the arrived members as kept rather than opening individual appointment and marking them. The kept indicator helps you to distinguish between members who have arrived and group member who have not arrived. Select ApptBook on the main toolbar. From the Daily, Weekly List, Weekly Schedule or Multi-View view, select an individual appointment that was scheduled as part of a group appointment. Right-click and then select Checkin/Create Encounter > Group Appointment > Select Members. The Group Checkin/Create Encounter window opens. The Group Checkin/Create Encounter window displays all members of the Patient Group in alphabetical order. Note: A tool-tip appears when you hover over a member on the Group Checkin/Create Encounter window which displays patient information such as patie

Help Guide for NextGen® Enterprise PM 8

Quick Check In and Check Out of Group Appointment

Group check in and group check out options are added to the right-click menu on Appointment Book to facilitate quick check in and check out of the group appointment without going to Edit Group Appointment window every time a member checks in or checks out from the group appointment. These options reduce the steps taken for check in and check out of the group appointment. The Enable Group Scheduling check box must be selected in the Practice Preferences to utilize these options. The security access rights in Operations for Checkin and Checkout in System Administrator application governs the group check-in and check-out in NextGen® Enterprise PM. You can perform the following operations with these options for the group appointment: Check in of all scheduled members Check in of selected members Check out of all checked-in members Check out of selected members Quick Check In of Group Appointment You can quickly check in group appointments and create group encounter in the Appointment Book.

Help Guide for NextGen® Enterprise PM 8

Create a Quick Group Encounter for Kept Members

You can create a quick group encounter for the Kept members on the Group Checkin/Create Encounter window from the Appointment Book. Select ApptBook on the main toolbar. From the Daily, Weekly List, Weekly Schedule or Multi-View view, select an individual appointment that was scheduled as part of a group appointment. Right-click and then select Checkin/Create Encounter > Group Appointment > Select Members. The Group Checkin/Create Encounter window opens. On the Group Checkin/Create Encounter window, check whether the appropriate individual member appointments are selected. Select Add Group Enc.. 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. In the Patient Type, select a type for the group encounter. Note: This field is required if Require Patient Type is enabled in Encounters tab in Practice Preferences. In the Rendering Physician, select a render

Help Guide for NextGen® Enterprise PM 8

Create a Quick Group Encounter for Scheduled Members

You can create a group encounter for all the patients in a group appointment. The group encounter will be created for the members in a patient group. Select ApptBook on the main toolbar. From the Daily, Weekly List, Weekly Schedule , or Multi-View view, select an individual appointment that was scheduled as part of a group appointment. Right-click and then select Checkin/Create Encounter > Group Appointment > All Scheduled Members. The Add Group Encounter window opens. Note: This option is not available if a group encounter already exists for the group appointment. The Patient Group, Billable Date, Billable Time, and Service Location fields are populated from the details of the group appointment and cannot be modified. In the Patient Type field, select a type for the group encounter, if applicable. Note: This field is required when the Require Patient Type is selected in Encounters of the Practice Preferences. In the Rendering Physician field, select a rendering physician. Note: If a R

Help Guide for NextGen® Enterprise PM 8

Quick Check In of Group Appointment

Using the group check in option on the right-click menu of the Appointment Book, you can mark arrived members as Kept and create a group encounter in short time. You can check in the group appointment for: All scheduled members Arrived members You can associate the existing group encounter to the individual member and the scheduled members through group check in option from the right-click menu on Appointment Book. You can do the following procedures using the group check in: Creating group encounter for all scheduled members Marking the individual member appointment as kept Creating group encounter for kept members Adding a member to the existing group encounter Keyboard Shortcuts in Group Checkin Windows You can navigate within the Group Checkin windows using the keyboard shortcuts to perform action on the window without using the cursor. Create a Quick Group Encounter for Scheduled Members You can create a group encounter for all scheduled members during the group check-in on Appoin

Quick Check In of Group Appointment

Recommendations

Add a Member to an Existing Group Encounter on Group Checkin Window

Mark Individual Member Appointment as Kept on Group Checkin Window

Quick Check In and Check Out of Group Appointment

Create a Quick Group Encounter for Kept Members

Create a Quick Group Encounter for Scheduled Members

Quick Check In of Group Appointment

Quick Check In of Group Appointment

Add a Member to an Existing Group Encounter on Group Checkin Window

Mark Individual Member Appointment as Kept on Group Checkin Window

Quick Check In and Check Out of Group Appointment

Create a Quick Group Encounter for Kept Members

Create a Quick Group Encounter for Scheduled Members

Quick Check In of Group Appointment