Create Group Encounters in NextGen® Enterprise EHR

Help Guide for NextGen® Enterprise PM 8

Set Up Group Encounters for Scheduled Members

Open NextGen® Enterprise PM. From the main toolbar, select ApptBook. In the Daily, Weekly, Weekly Schedule, or Multi-View, select an individual appointment scheduled as part of a group appointment. Select Open > Group Appointment. The Edit Group Appointment window opens. Select open menu , and then select Create Group Enc for Scheduled Members. This option is not available if a group encounter already exists for the group appointment. The Add Group Encounter window opens. The details of a group appointment are filled in the Patient Group, Billable Date, Billable Time, and Service Location fields and cannot be modified. Note: In the Practice Preference window, on Encounters practice preference, the Default previous payer(s) to encounters created in PM option is selected by default. If you clear this option, new encounters you create from NextGen® Enterprise PM do not have insurance added from the previous encounter, and when you save the new encounter, it defaults to self-pay. The Defau

Help Guide for NextGen® Enterprise PM 8

Create Group Encounters for a Patient Group

You can use this procedure to create a group encounter for members in a patient group. An encounter is created for each member in the group and you can manually link the encounter to each patient's appointment during the check-in process. Open NextGen® Enterprise PM. From Tasks, select Create Group Encounter. The Add Group Encounter window opens. In the Patient Group field, do one of the following: To create the group encounter for an existing patient group, select group from the list. To create the group encounter for a new patient group, select open menu , and then select New Group. To create the group encounter for an existing patient group that needs modifications, select the group from list, and then select open menu , and then select Open Existing Group. Note: In the Practice Preference window, on Encounters practice preference, the Default previous payer(s) to encounters created in PM option is selected by default. If you clear this option, new encounters you create from NextGen

Help Guide for NextGen® Enterprise PM 8

Set Up Group Encounters for Kept Members

Open NextGen® Enterprise PM. From the main toolbar, select ApptBook. In the Daily, Weekly, Weekly Schedule, or Multi-View, right-click an individual appointment scheduled as part of a group appointment. Select Open > Group Appointment. The Edit Group Appointment window opens. In the Associated Member Appointments section on the right, verify appropriate individual appointments are marked as Kept. Select open menu , and then select Create Group Enc for Kept Members. Note: This option is not available if a group encounter already exists for a group appointment The Add Group Encounter window opens. The details of a group appointment are filled in the Patient Group, Billable Date, Billable Time, and Service Location fields and cannot be modified. Note: In the Practice Preference window, on Encounters practice preference, the Default previous payer(s) to encounters created in PM option is selected by default. If you clear this option, new encounters you create from NextGen® Enterprise PM do

Help Guide for NextGen® Enterprise PM 8

Create a Group Encounter in NextGen® Enterprise EHR

You can use this procedure to create a group encounter for all patients in a patient group. An individual encounter is created for each member in the patient group. Access NextGen® Enterprise EHR. From the main toolbar, select a Service Location and Rendering Provider for the group encounter. From the File menu, select New and then Group Encounter. The New Group Encounter window opens. The Please choose a patient group for the new encounter field defaults to the first group in the list. To create the group encounter for an existing patient group, select the group from the drop-down list or do the following: Select the Ellipsis button to open the Patient Group Search window. Enter Search Criteria and then select Find. In the Matching Records section, double-click to select the group. The selected group appears in the Please choose a patient group for the new encounter field. To create the group encounter for a new patient group, do the following: Select the Ellipsis button to open the P

Help Guide for NextGen® Enterprise PM 8

Creating Group Encounters

In NextGen® Enterprise PM, you can create group encounters in the following ways: Create a Group Encounter for Kept Members This enables you to create a group encounter for patients in a group appointment whose individual member appointments have been marked as kept. An encounter is created for each kept member and automatically linked to their kept appointment. An encounter is not created for patients in the group appointment whose individual member appointments have not been marked as kept. Create a Group Encounter for Scheduled Members This enables you to create a group encounter for all patients in a group appointment, regardless of whether their individual member appointments have been marked as kept. An encounter is created for each scheduled member and automatically linked to their appointment, and all member appointments are marked as kept. Create a Group Encounter for a Patient Group This enables you to create a group encounter for all patients in a patient group. The group en

NextGen® Enterprise EHR Help

Create a Group Encounter

You can group several patients into a group encounter. Note: To create a group encounter, make sure that at least one patient group has been created. In NextGen® Enterprise EHR, from the File menu, select New > Group Encounter. The New Group Encounter window opens. Select a patient group. Note: By default, NextGen® Enterprise EHR creates all encounters as "clinical" only types. If you plan to add any medical information that requires billing data to be sent to NextGen® Enterprise PM, edit the encounter type to "clinical" and "billable" in the Encounter Maintenance window (accessed from the View menu, Properties) . Group encounters automatically add encounter-level Insurance to all patients who are members of the selected patient group. Select OK. A new group encounter with the current date is added in the encounter window. You can add any templates, documents, images, or other patient items to this group encounter. Parent topic: Encounters in NextGen Enterprise EHR

Create Group Encounters in NextGen® Enterprise EHR

Recommendations

Set Up Group Encounters for Scheduled Members

Create Group Encounters for a Patient Group

Set Up Group Encounters for Kept Members

Create a Group Encounter in NextGen® Enterprise EHR

Creating Group Encounters

Create a Group Encounter

Set Up Group Encounters for Scheduled Members

Create Group Encounters for a Patient Group

Set Up Group Encounters for Kept Members

Create a Group Encounter in NextGen® Enterprise EHR

Creating Group Encounters

Create a Group Encounter