View Future Group Appointments for a Patient Group

Help Guide for NextGen® Enterprise PM 8

Add Members to a Patient Group

The Members tab on the Patient Group window enables you to add patients with charts to the group. When you add a person without a chart, you are prompted to create their chart during the process. You can also manage existing future group appointments for the added 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. Select the Members tab. 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. The Member List displays all patients in the group with the following information: Name Birth Date Home Phone Medical Record Number Date Added Programs Expired Indicator (Y or N); Expired patients display in red tex

Help Guide for NextGen® Enterprise PM 8

Add, Remove and Transfer Members in a Patient Group

The Members tab on the Patient Group window enables you to add, remove and transfer patients in a group all at the same time. You can also manage existing future group appointments for the added, removed and transferred 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. Add members to the group. Remove members from the group. Transfer members from the group to another group. To save changes and close the window, select OK. Members are added to and removed from the 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

Help Guide for NextGen® Enterprise PM 8

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. 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 To transfer a member to another group, select the check box for the patient and then select Open Menu and select Transfer Member. Note: You can transfer multiple members at the same time by selecting the check box for two or more patients before selecting Open Menu and selecting Transfer Member. In the Transfer To field, do one of the following. This field is required. Select a patient group from the drop-down

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

Help Guide for NextGen® Enterprise PM 8

Add a Member to an Existing Group Appointment

You can add a member to existing future group appointments scheduled for the group. For example, assume three group appointments are scheduled for the Anger Management patient group. John Doe wants to join the patient group and attend two of the group appointments. You can add John to the Anger Management patient group and create appointments for him for the selected future appointments . Open the appointment book. Select Patient Group on the toolbar. The Patient Group Search window opens. Search for and open the desired patient group. Select the Members tab where the patients in the patient group are displayed. To add a member to an existing group appointment, select the check box for the patient, select Open Menu, and then select Add to Existing Grp Appt. The Add Member to Existing Group Appointments window opens. In the Upcoming Appointments section, select the check box for group appointments the member should be added to. All appointments are selected by default. Select OK. The me

Help Guide for NextGen® Enterprise PM 8

Lookup Appointments by Patient Group

You can use the Appointment Lookup window to search for appointments for patients in a specific patient group. To access the Appointment Lookup window, do one of the following: From the main toolbar, select Appt List. From the Tasks menu, select Lookup and then Appointments. The Appointment Lookup window opens. Enter appointment lookup search criteria to find the desired appointments. Multiple parameters can be used. For example, select an Appointment Date, an Event, and a Resource. In the Patient Group field, select a group name to further limit the search results to include only appointments for patients in a specific group. Note: This field displays only if the Enable Group Scheduling check box is selected in Practice Preferences > Appt Scheduling. Select Find. Appointments that match all search criteria entered display in the Appointment List section at the bottom of the window. To view the group name associated with each appointment in the list, right-click any column header and s

View Future Group Appointments for a Patient Group

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Transfer Members from One Patient Group to Another

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