Group Encounters

Help Guide for NextGen® Enterprise PM 8

Scheduling Group Appointments

You can schedule a single appointment for patients within a patient group. For example, to schedule a counseling session for a patient group on Wednesday at 11:00 AM, you can schedule a single group appointment, rather than scheduling separate appointments for each patient for the same slot. When you schedule and save a group appointment, an individual appointment is created for each patient in the group, and all appointments are displayed in the same time slot in the appointment book. Each individual appointment has a unique appointment ID and a common Group appointment ID in the database. Note: Due to the nature of group appointments, conflicts related to overbooking do not apply when an appointment is scheduled. Additionally, you cannot use event chains at this time. You can also create group appointment shells and manage them. A group appointment shell is a group appointment with no associated member appointments. You can do the following operations for a group appointment shell: A

Help Guide for NextGen® Enterprise PM 8

Group Encounters

A Group Encounter is a way to create encounters for all members in a patient group at the same time. For example, a group appointment was scheduled for a patient group on Wednesday at 11:00 AM for a counseling session. Rather than creating a separate encounter for each patient at check-in, a single group encounter can be created for the patient group prior to check-in. When a group encounter is created, an individual encounter is created for each member in the patient group, and all encounters have the same Billable Date, Service Location and Rendering Provider. Each encounter is assigned a unique Encounter Number and all encounters are associated with the same Group Encounter ID in the database. Creating Group Encounters Add a Member to an Existing Group Encounter Include Non-Members of a Patient Group to Previous Group Encounters You can include participants in an existing group encounter to record member participation without adding the member to the patient group. Associate the Exi

Help Guide for NextGen® Enterprise PM 8

Associate the Existing Group Encounter to Scheduled Members

Before you begin To associate the group encounter to the members, group encounters for the patient group must be created. You can link the existing group encounter to a group appointment when you check in a group appointment through the Available Group Encounters window. 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. To associate all the scheduled members to available group encounter, right-click the selected appointment and do one of the following: Select Open > Group AppointmentOn Edit Group Appointment window, select open menu and then select Create Group Enc for Scheduled Members. Select Checkin/Create Encounter > Group Appointment > All Scheduled Members. The Available Group Encounters window opens. On the Available Group Encounters window, do one of the following: Select the available group encounter and select Select. To create a new group e

Help Guide for NextGen® Enterprise PM 8

Add a Member to an Existing Group Encounter

You can add a member to an existing group encounter if needed. For example, a group encounter was already created from a group appointment for all patients that were marked as kept, and then another patient arrives for the appointment. You can add that patient to the existing group encounter. Access the Appointment Book. 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 Open > Group Appointment. The Edit Group Appointment window opens. In the Associated Member Appointments section on the right, select to select the appointment for the member to be added to the group encounter. Select Open Menu and then select Add to Existing Group Enc. An individual encounter is created for the member, the encounter is linked to the member's appointment, and the encounter number appears in the Associated Member Appointments section of the Edit Group Appointment window. Parent t

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

Help Guide for NextGen® Enterprise PM 8

Group Scheduling

Group Scheduling can be used by practices that render services in a group setting. For example, a clinic may provide education, support, counseling or therapy sessions to various groups of patients. When Group Scheduling is enabled for a practice, you can create a group that includes specific patients. Then a single group appointment can be scheduled that automatically creates a separate appointment for each patient in that group. In addition, at check-in a single group encounter can be created that automatically generates separate encounters for each patient in the group. In NextGen® Enterprise PM. the primary components to Group Scheduling include the following: Patient Groups Group Appointments Group Encounters Enable Group Scheduling Setup Access Rights for Group Scheduling Patient Groups Scheduling Group Appointments You can schedule a group appointment for a group of patients for a group activity or event. Individual appointments are created for each associated member and display

Group Encounters

Recommendations

Scheduling Group Appointments

Group Encounters

Associate the Existing Group Encounter to Scheduled Members

Add a Member to an Existing Group Encounter

Creating Group Encounters

Group Scheduling

Group Encounters

Scheduling Group Appointments

Group Encounters

Associate the Existing Group Encounter to Scheduled Members

Add a Member to an Existing Group Encounter

Creating Group Encounters

Group Scheduling