Mark Individual Member Appointments as Kept from a Group Appointment

Help Guide for NextGen® Enterprise PM 8

Access a Patient Chart from a Group Appointment

From the Edit Group Appointment window, you can access the chart for a member in the patient group. Open 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. Select the group appointment. Select the individual appointment you want to update. Right-click the individual appointment, and then select Open > Group Appointment. The Edit Group Appointment window opens. The Patient Group field on the left displays the name of the group linked to the group appointment. The Associated Member Appointments section on the right displays all members in the patient group. To open the chart for a member in the group, select to highlight the member, and then select Open Menu and select View Chart for Selected Member. The Patient Chart window opens. Parent topic: Modify a Group Appointment

Help Guide for NextGen® Enterprise PM 8

Mark Individual Member Appointment as Kept on Group Checkin Window

When a patient arrives for a group appointment, you can mark their individual member appointments as Kept from the Group Checkin/Create Encounter window. This enables you to open a single group appointment and mark the arrived members as kept rather than opening individual appointment and marking them. The kept indicator helps you to distinguish between members who have arrived and group member who have not arrived. 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 Checkin/Create Encounter > Group Appointment > Select Members. The Group Checkin/Create Encounter window opens. The Group Checkin/Create Encounter window displays all members of the Patient Group in alphabetical order. Note: A tool-tip appears when you hover over a member on the Group Checkin/Create Encounter window which displays patient information such as patie

Help Guide for NextGen® Enterprise PM 8

Mark Individual Member Appointment as Kept on Group Checkin Window

When a patient arrives for a group appointment, you can mark their individual member appointments as Kept from the Group Checkin/Create Encounter window. This enables you to open a single group appointment and mark the arrived members as kept rather than opening individual appointment and marking them. The kept indicator helps you to distinguish between members who have arrived and group member who have not arrived. 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 Checkin/Create Encounter > Group Appointment > Select Members. The Group Checkin/Create Encounter window opens. The Group Checkin/Create Encounter window displays all members of the Patient Group in alphabetical order. Note: A tool-tip appears when you hover over a member on the Group Checkin/Create Encounter window which displays patient information such as patie

Help Guide for NextGen® Enterprise PM 8

Mark Individual Member Appointments in a Group Appointment as Kept

As patients arrive for a group appointment, you can open the group appointment and mark multiple member appointments as kept, rather than opening each appointment to mark them as kept. In addition, you can use the kept indicators within the group appointment to easily track which members have arrived and which ones have not. Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. Select the Group Check-in icon. The group modal window opens. Select the individual member(s) you would like to mark as kept and add to the group encounter. Select Add to Group Encounter. Each selected member's appointment will automatically be marked as kept and added to the group encounter Parent topic: Modify a Group Appointment

Help Guide for NextGen® Enterprise PM 8

Modify a Group Appointment

You can modify a group appointment if needed. Any modifications made to a group appointment will automatically update the associated individual member appointments with the same changes. You can also manage whether other group appointments in a recurring series should be updated with the same information. Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. Select the Group Check-in icon. The group modal window opens. Select the member's individual appointment. Right-click and then select Open > Group Appointment. In Edit Appointment, update the required details. Select OK. Select Yes. In Reason for appointment reschedule, select a reason from the drop-down list and then select OK. The Update Recurring Group Appointments window opens. In Group Recurrences, do the following: Select the checkbox for recurring group appointments that should be updated with the same modifications. Appointments are selected by default. Clear the checkbox for recurring group appointments that s

Help Guide for NextGen® Enterprise PM 8

Quick Check In of Group Appointment

Using the group check in option on the right-click menu of the Appointment Book, you can mark arrived members as Kept and create a group encounter in short time. You can check in the group appointment for: All scheduled members Arrived members You can associate the existing group encounter to the individual member and the scheduled members through group check in option from the right-click menu on Appointment Book. You can do the following procedures using the group check in: Creating group encounter for all scheduled members Marking the individual member appointment as kept Creating group encounter for kept members Adding a member to the existing group encounter Keyboard Shortcuts in Group Checkin Windows You can navigate within the Group Checkin windows using the keyboard shortcuts to perform action on the window without using the cursor. Create a Quick Group Encounter for Scheduled Members You can create a group encounter for all scheduled members during the group check-in on Appoin

Mark Individual Member Appointments as Kept from a Group Appointment

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Access a Patient Chart from a Group Appointment

Mark Individual Member Appointment as Kept on Group Checkin Window

Mark Individual Member Appointment as Kept on Group Checkin Window

Mark Individual Member Appointments in a Group Appointment as Kept

Modify a Group Appointment

Quick Check In of Group Appointment

Mark Individual Member Appointments as Kept from a Group Appointment

Access a Patient Chart from a Group Appointment

Mark Individual Member Appointment as Kept on Group Checkin Window

Mark Individual Member Appointment as Kept on Group Checkin Window

Mark Individual Member Appointments in a Group Appointment as Kept

Modify a Group Appointment

Quick Check In of Group Appointment