Include Non-Members of a Patient Group to Previous Group Encounters

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

Lookup Encounters by Patient Group

You can use the Encounter Lookup window to search for encounters for patients in a specific patient group. To access the Encounter Lookup window, do one of the following: From the main toolbar, select Encounter. From the Tasks menu, select Lookup and then Encounters. The Encounter Lookup window opens. Enter Appointment Lookup Search Criteria to find the desired encounters. Multiple parameters can be used. For example, select a Bill Status, Billable Date Range, Rendering Physician, and Service Location. In the Patient Group field, do one of the following to further limit the search results to include only encounters for patients in a specific group: Select a group name from the drop-down list. Select the flashlight button to use the Patient Group Search window to search and select a group name. Note: Expired, hidden and inactive groups are not listed in the Patient Group field. These groups can be accessed from the Patient Group Search window. Select Find. Encounters that match all sear

Help Guide for NextGen® Enterprise PM 8

Include Non-Members of a Patient Group to Previous Group Encounters

Before you begin To access this feature, you must have the permission to add patient encounters. If a non-member of a patient group is a participant of a group encounter that has already been checked-in, you can add the participant member to the group encounter. For example, assume that a session on Anger Management (a group encounter) was attended by members of the Anger Management patient group. John Doe is a member of the Behavioural Health patient group, but a non-member of the Anger Management group. Out of interest, he has participated in the Anger Management session. In such a scenario, you can record John's participation by adding him only to the group encounter without adding him to the Anger Management patient group. Open the appointment book. Select Patient Group on the toolbar. The Patient Group Search window opens. Search for and open the patient group. The Patient Group window opens. On the Members tab, select open menu and select Add Member. The People Lookup window open

NextGen® Enterprise EHR Help

Add Members to Existing Group Encounters

Before you begin To access this feature, you must have the permission to add patient encounters. You can add members to a group encounter that has already been checked-in. From the File menu, select Patient Group. The Patient Group window appears. Search for and open the patient group. The Patient Group window opens. On the Members tab, select open menu and select Add Member. The People Lookup window opens. Search for the person or patient to be added as a member to the group encounter. Double-click the name of the person or patient. The new member appears in the list of members. Select the new member and select open menu . Then, select Add to Group Encounter. Note: If the Add to Group Encounter option is not available for selection, verify the following: At least one group encounter was created for the patient group. Only one member is selected from the list of members. The Add Members to Group Encounters window opens displaying the previous and current group encounters. By default, n

NextGen® Enterprise EHR Help

Add Members to Existing Group Encounters

Before you begin To access this feature, you must have permission to add patient encounters. You can add members to a group encounter that has already been checked in. Open NextGen® Enterprise PM. Select File > Patient Group. In the Patient Group Search window, enter search criteria, and then select Find. Select the patient group, and then select Open. In the Patient Group window, select the Members tab. Select the open menu icon, and then select Add Member. In the People Lookup window, enter search criteria, and then select Find. Double-click the name of the patient or other person. The new member appears in the list of members. Select the new member, select the open menu icon, and then select Add to Group Encounter. Note: If the Add to Group Encounter option is not available to select, verify the following: At least one group encounter has been created for the patient group. Only one member is selected from the list of members. The Add Members to Group Encounters window opens and dis

Include Non-Members of a Patient Group to Previous Group Encounters

Before you begin

Recommendations

Associate the Existing Group Encounter to Scheduled Members

Add a Member to an Existing Group Encounter

Lookup Encounters by Patient Group

Include Non-Members of a Patient Group to Previous Group Encounters

Add Members to Existing Group Encounters

Add Members to Existing Group Encounters

Include Non-Members of a Patient Group to Previous Group Encounters

Before you begin

Associate the Existing Group Encounter to Scheduled Members

Add a Member to an Existing Group Encounter

Lookup Encounters by Patient Group

Include Non-Members of a Patient Group to Previous Group Encounters

Add Members to Existing Group Encounters

Add Members to Existing Group Encounters