Add or Modify General Information for a Patient Group
The General tab on the Patient Group window enables you to enter specific information and details for the group. These details are used primarily for informational purposes.
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 General tab.
In the Group Name field, enter a name for the group. This field is required.
The Active check box is selected by default indicating the group is an active group. To flag the group as inactive, deselect the check box.
Note: You can access inactive groups by selecting the Include Inactive check box on the Patient Group Search window.
In the Effective Date field, enter the date the group goes into effect. You can enter the date in MMDDYY format or select the calendar button to select the date. The date displays in MM/DD/YYYY format. If no date is entered, the group is considered in effect.
In the Expiration Date field, enter the date the group expires. You can enter the date in MMDDYY format or select the calendar button to select the date. The date displays in MM/DD/YYYY format. If no date is entered, the group is considered not expired.
Note: You can access expired groups by selecting the Include Expired check box on the Patient Group Search window.
In the Description field, enter a description for the group.
In the Location field, select a location for the group.
Note: The list includes locations that have the Display in Scheduling check box selected in the Locations master file in File Maintenance.
In the Clinician(s)/Facilitator(s) field, select one or more providers for the group by selecting Open Record .
The Clinician(s)/Facilitator(s) window opens.
Do the following:
To add providers to the group, search and select providers from the Available section on the left, and then select the Right Arrow button to move them to the Included section on the right.
To remove providers from the group, select providers from the Included section on the right, and then select the Left Arrow button to move them to the Available section on the left.
To save changes and close the window, select OK.
Note: You can refine your provider search by selecting the Search for key phrase anywhere in this field check box. You can also select one of the following Search Methods to narrow the list of providers displayed: All Providers, Rendering or Practice Related.
In the Meeting Schedule section, enter a daily, weekly or monthly schedule for the group.
Do one of the following:
To enter a daily schedule, select the Meets every [n] day(s) button.
Enter a number of days between 1 and 365, and then enter start and stop times in HH:MM AM or HH:MM PM format.
To enter a weekly schedule, select the Meets every [n] week(s) button.
Enter a number of weeks between 1 and 52, then select the day(s) of the week, and then enter start and stop times in HH:MM AM or HH:MM PM format.
To enter a monthly schedule, select the Meets every [n] month(s) button.
Enter a number of months between 1 and 12, then select either On Day and enter a day between 1 and 31 or select On The and select a specific day, and then enter start and stop times in HH:MM AM or HH:MM PM format.
The Hide check box is not selected by default indicating the group is not hidden. To hide the group, select the check box.
Note: Note: You can access hidden groups by selecting the Include Hidden check box on the Patient Group Search window.
To save changes and close the window, select OK.
The added or modified general information is saved for the patient group.
Add or Modify General Information for a Patient Group
