View Group Encounters in the Patient Chart

Help Guide for NextGen® Enterprise PM 8

Lookup Encounters by Patient Group

You can use the Encounter Lookup window to search for encounters for patients in a specific patient group. To access the Encounter Lookup window, do one of the following: From the main toolbar, select Encounter. From the Tasks menu, select Lookup and then Encounters. The Encounter Lookup window opens. Enter appointment lookup search criteria to find the desired encounters. Multiple parameters can be used. For example, select a Bill Status, Billable Date Range, Rendering Physician, and Service Location. In the Patient Group field, do one of the following to further limit the search results to include only encounters for patients in a specific group: Select a group name from the drop-down list. Select the flashlight button to use the Patient Group Search window to search and select a group name. Note: Expired, hidden and inactive groups are not listed in the Patient Group field. These groups can be accessed from the Patient Group Search window. Select Find. Encounters that match all sear

Help Guide for NextGen® Enterprise PM 8

Add a Member to an Existing Group Encounter

You can add a member to an existing group encounter if needed. For example, a group encounter was already created from a group appointment for all patients that were marked as kept, and then another patient arrives for the appointment. You can add that patient to the existing group encounter. Access the Appointment Book. 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 Open > Group Appointment. The Edit Group Appointment window opens. In the Associated Member Appointments section on the right, select to select the appointment for the member to be added to the group encounter. Select Open Menu and then select Add to Existing Group Enc. An individual encounter is created for the member, the encounter is linked to the member's appointment, and the encounter number appears in the Associated Member Appointments section of the Edit Group Appointment window. Parent t

Help Guide for NextGen® Enterprise PM 8

Group Encounters

A Group Encounter is a way to create encounters for all members in a patient group at the same time. For example, a group appointment was scheduled for a patient group on Wednesday at 11:00 AM for a counseling session. Rather than creating a separate encounter for each patient at check-in, a single group encounter can be created for the patient group prior to check-in. When a group encounter is created, an individual encounter is created for each member in the patient group, and all encounters have the same Billable Date, Service Location and Rendering Provider. Each encounter is assigned a unique Encounter Number and all encounters are associated with the same Group Encounter ID in the database. Creating Group Encounters Add a Member to an Existing Group Encounter Include Non-Members of a Patient Group to Previous Group Encounters You can include participants in an existing group encounter to record member participation without adding the member to the patient group. Associate the Exi

Help Guide for NextGen® Enterprise PM 8

Patient Chart > Encounters Tab

Access the Patient Chart. Select the Encounters tab. In the Encounters list on the left, select any encounter. Right-click and select Recall. The Patient Recall window displays existing recalls for the patient. Parent topic: Print an Individual Recall Letter

Help Guide for NextGen® Enterprise PM 8

View a Recall Plan from the Patient Chart > Encounters Tab

Access the patient’s Chart. Select the Encounters tab. Right-click on any encounter and select Recall from the menu. The Patient Recall window displays existing recalls for the patient. Parent topic: View Recall Plans

Help Guide for NextGen® Enterprise PM 8

Viewing Encounters by Date or Number

The General tab under Encounters in the patient's chart lists all encounters for the patient in the Encounters section. Depending on the Encounter List Default Display settings in Chart tab under General User Preferences tab, you can view the encounters using any of the following options: Encounter Date Lists the encounters by date. You can select the Encounter Date check box to display encounters by number. Encounter Number Lists the encounters by number. You can select the Encounter Number check box to display encounters by number. Both Lists the encounter by number and date. Select both the Encounter Number and Encounter Date check boxes lists the encounter by number and date. Note: At least one check box must be selected by default. Parent topic: Viewing General Information in Encounters

View Group Encounters in the Patient Chart

Recommendations

Lookup Encounters by Patient Group

Add a Member to an Existing Group Encounter

Group Encounters

Patient Chart > Encounters Tab

View a Recall Plan from the Patient Chart > Encounters Tab

Viewing Encounters by Date or Number

Lookup Encounters by Patient Group

Add a Member to an Existing Group Encounter

Group Encounters

Patient Chart > Encounters Tab

View a Recall Plan from the Patient Chart > Encounters Tab

Viewing Encounters by Date or Number