Access a Patient Chart from a Group Appointment

Help Guide for NextGen® Enterprise PM 8

Mark Individual Member Appointments as Kept from a Group Appointment

As patients arrive for a group appointment, you can open thegroup appointment and mark multiple member appointments as kept, rather than opening each appointment to mark them as kept. In addition, you can use the kept indicators within the group appointment to easily track which members have arrived and which ones have not. Open 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. Select the group appointment. Select the individual appointment you want to update. Right-click the individual appointment, and then select Open > Group Appointment. The Associated Member Appointments section on the right displays all members in the patient group. The Edit Group Appointment window opens. To mark a member's appointment as kept, select in the Kept column to the left of the patient's name.A green check mark appears in the column. To save the modifications to the group appointmen

Help Guide for NextGen® Enterprise PM 8

Open a Patient Chart from a Group Appointment

Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. Select the Group Check-in icon. The group modal window opens. Select the member's individual appointment. Right-click the member's individual appointment, and then select View Chart. The Patient Chart window opens. Parent topic: Modify a Group Appointment

Help Guide for NextGen® Enterprise PM 8

Access Patient Information for a Member in a Patient Group

From the Members tab on the Patient Group window, you can access the Modify Patient Information window for a member in the group. Access Patient Groups Accessing Patient Groups. The Patient Group Search window opens. Search for a Patient Group 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 access patient information for a member in the group, select to highlight the member or select the check box for the member, and then select Open Menu and select Open Member. The Modify Patient Information window opens for the selected member. Parent topic: Modify a Patient Group

Help Guide for NextGen® Enterprise PM 8

Modify a Group Appointment

You can modify a group appointment if needed. Any modifications made to a group appointment will automatically update the associated individual member appointments with the same changes. You can also manage whether other group appointments in a recurring series should be updated with the same information. Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. Select the Group Check-in icon. The group modal window opens. Select the member's individual appointment. Right-click and then select Open > Group Appointment. In Edit Appointment, update the required details. Select OK. Select Yes. In Reason for appointment reschedule, select a reason from the drop-down list and then select OK. The Update Recurring Group Appointments window opens. In Group Recurrences, do the following: Select the checkbox for recurring group appointments that should be updated with the same modifications. Appointments are selected by default. Clear the checkbox for recurring group appointments that s

Help Guide for NextGen® Enterprise PM 8

Access Patient Information for a Member in a Patient Group

From the Members tab on the Patient Group window, you can access the Modify Patient Information window for a member in the group. 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 access patient information for a member in the group, select to highlight the member or select the check box for the member, and then select Open Menu and select Open Member. The Modify Patient Information window opens for the selected member. Parent topic: Modify a Patient Group

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

Access a Patient Chart from a Group Appointment

Recommendations

Mark Individual Member Appointments as Kept from a Group Appointment

Open a Patient Chart from a Group Appointment

Access Patient Information for a Member in a Patient Group

Modify a Group Appointment

Access Patient Information for a Member in a Patient Group

Add a Member to an Existing Group Encounter

Mark Individual Member Appointments as Kept from a Group Appointment

Open a Patient Chart from a Group Appointment

Access Patient Information for a Member in a Patient Group

Modify a Group Appointment

Access Patient Information for a Member in a Patient Group

Add a Member to an Existing Group Encounter