Create Group Encounters in NextGen® Enterprise EHR
You can use this procedure to create a group encounter for patients in a patient group. An individual encounter is created for each member in the patient group.
Open NextGen® Enterprise EHR.
From the main toolbar, select a Service Location and Rendering Provider for the group encounter.
From the File menu, select New > Group Encounter.
The New Group Encounter window opens.
To create the group encounter for an existing patient group, select the group from the 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.
To create the group encounter for a new patient group, do the following:
Select the Ellipsis button.
The Patient Group Search window opens.
Enter search criteria, and then select Find.
In the Matching Records section, confirm the group does not already exist.
Select New.
The Patient Group window opens.
Add the new group, and then select OK.
The new group appears in the Please choose a patient group for the new encounter field.
To create the group encounter for an existing patient group that needs modifications, 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, select to highlight the group.
Select Open Menu and select Open to open the Patient Group window.
Make modifications to the group as needed and then select OK.
The modified group appears in the Please choose a patient group for the new encounter field.
To create a group encounter for the selected group, select OK.
An individual encounter is created for each member in the patient group.
Note: When you schedule a group appointment, each member receives an individual appointment. The insurance attached to each member’s appointment automatically transfers to the encounter during check-in. If a member’s group appointment is marked as self-pay, the encounter created from that appointment is also marked as self-pay. Important system events, such as automatic insurance attachment or self-pay status, are captured to ensure accurate tracking and billing for each group member.
Create Group Encounters in NextGen® Enterprise EHR
