NextGen Knowledge Center

Transfer Members from One Patient Group to Another

The Members tab on the Patient Group window enables you to transfer patients from the group to another group. You can also manage existing future group appointments for the transferred members.

  1. Access Patient Groups.
    The Patient Group Search window opens.
  2. Search for a Patient Group.
  3. 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.
  4. Select the Members tab.
    The Member List displays all patients in the group
  5. To transfer a member to another group, select the check box for the patient and then select Open Menu and select Transfer Member.
  6. In the Transfer To field, do one of the following. This field is required.
    • Select a patient group from the drop-down list.
    • Select the flashlight button to use the Patient Group Search window to search and select a patient group.
  7. To save changes and close the window, select OK.
    Members are transferred to the selected patient group.

    If either the group members were transferred from or the group members were transferred to has future group appointments scheduled, the Transfer Members window opens.

    The Transferred Members section lists all patients transferred from the group.

    The Cancel selected Group Appointments below for [Group Name] section lists all future group appointments scheduled for the group the patients were transferred from.

    The Add selected Group Appointments below for [Group Name] section lists all future group appointments scheduled for the group the patients were transferred to.

    Appointments are listed with the following information:
    • Date/Time
    • Event
    • Resource
    • Location
  8. In the Cancel selected Group Appointments below for [Group Name] section, do the following:
    • Select the check box for group appointments the transferred members should be removed from. All appointments are selected by default.
    • Deselect the check box for group appointments the transferred members should not be removed from.
  9. In the Reason for appointment cancellation field, select a reason from the drop-down list. This field is required.
  10. In the Add selected Group Appointments below for [Group Name] section, do the following:
    • Select the check box for group appointments the transferred members should be added to. All appointments are selected by default.
    • Deselect the check box for group appointments the transferred members should not be added to.
  11. To save changes and close the window, select OK.
    The transferred members are removed from the selected group appointments and the individual appointments are canceled for each member. The transferred members are also added to the selected group appointments and individual appointments are scheduled for each member.