You can create a group encounter for all the patients in a group appointment. The group encounter will be created for the members in a patient group.
- Select ApptBook on the main toolbar.
- 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 .
The
Add Group Encounter window opens.
Note: This option is not available if a group encounter already exists for the group appointment.
The Patient Group, Billable Date, Billable Time, and Service Location fields are populated from the details of the group appointment and cannot be modified.
- In the Patient Type field, select a type for the group encounter, if applicable.
Note: This field is required when the Require Patient Type is selected in Encounters of the Practice Preferences.
- In the Rendering Physician field, select a rendering physician.
Note: If a Rendering Physician was selected when the group appointment was scheduled, this field is populated from the details of the group appointment and cannot be modified.
Note: This field is required when Require Rendering Physician is selected in Encounters of the Practice Preferences.
- To save changes and close the window, select OK.
A prompt appears that a group encounter will be created for the members and mark the members as kept.
- To continue, select Yes.
An encounter is created for each scheduled member and automatically linked to their appointment. The status of all the members of the group appointment are updated as Kept in Appointment Book.
