To add a patient group in NextGen® Enterprise PM or NextGen® Enterprise EHR, do the following:
Access Patient Groups.
The Patient Group Search window opens.
Search for a Patient Group.
If the group you are searching for is not listed in the Matching Records section of the Patient Group Search window, do one of the following to add a new group:
Select New.
Select Open Menu and select New.
Right-click and select New.
The Patient Group window opens.
On the General tab, enter general information for the group.
Select the Members tab to add members to the group.
To save changes and close the window, select OK.
Note: The Appointments tab is blank when a new patient group is added. For an existing patient group, the tab displays future group appointments scheduled for the group.
