NextGen Knowledge Center

Mark Individual Member Appointments as Kept from a Group Appointment

As patients arrive for a group appointment, you can open thegroup 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.

  1. Open the Appointment Book.
  2. From the Daily, Weekly List, Weekly Schedule, or Multi-View view, select an individual appointment that was scheduled as part of a group appointment.
  3. Select the group appointment.
  4. Select the individual appointment you want to update.
  5. Right-click the individual appointment, and then select Open > Group Appointment.
    The Associated Member Appointments section on the right displays all members in the patient group.
    The Edit Group Appointment window opens.
  6. To mark a member's appointment as kept, select in the Kept column to the left of the patient's name.
    A green check mark appears in the column.
  7. To save the modifications to the group appointment, do one of the following:
    • To save changes without closing the window, select Save.
    • To save changes and close the window, select OK.
Mark Individual Member Appointments as Kept from a Group Appointment