Modify a Group Appointment

Help Guide for NextGen® Enterprise PM 8

Modify an Individual Appointment Created from a Group Appointment

You can modify an individual patient appointment that was created when a group appointment was scheduled. Any modifications made to an individual appointment does not update other patient appointments associated with the same group appointment. 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. Select the group appointment. Select the individual appointment you want to update. Right-click and then select Open > Appointment. The Edit Appointment window opens. The name of the Patient Group displays in brackets at the top of the window. Modify the appointment as needed. Select OK. If the appointment is part of a recurring series and you changed the Date, Time, Event, Duration, Resources, or Service Location, the appointment is removed from the recurring series. If you modified the Date, Time, Event, Duration, Resources, or Service Location field, the Reschedule Re

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

Add, Remove and Transfer Members in a Patient Group

The Members tab on the Patient Group window enables you to add, remove and transfer patients in a group all at the same time. You can also manage existing future group appointments for the added, removed and transferred members. Access Patient Groups.The Patient Group Search window opens. Search for a Patient Group. From the Matching Records section of the Patient Group Search window, select a group and then do one of the following: Select Open. Select Open Menu and select Open. Right-click and select Open. The Patient Group window opens. Select the Members tab. The Member List displays all patients in the group. Add members to the group. Remove members from the group. Transfer members from the group to another group. To save changes and close the window, select OK. Members are added to and removed from the patient group. If either the group members were transferred from or the group members were transferred to has future group appointments scheduled, the Transfer Members window opens.

Help Guide for NextGen® Enterprise PM 8

Add, Remove and Transfer Members in a Patient Group

The Members tab on the Patient Group window enables you to add, remove and transfer patients in a group all at the same time. You can also manage existing future group appointments for the added, removed and transferred members. Access Patient Groups. The Patient Group Search window opens. Search for a Patient Group. From the Matching Records section of the Patient Group Search window, select a group and then do one of the following: Select Open. Select Open Menu and select Open. Right-click and select Open. The Patient Group window opens. Select the Members tab. The Member List displays all patients in the group. Add members to the group. Remove members from the group. Transfer members from the group to another group. To save changes and close the window, select OK. Members are added to and removed from the patient group. If either the group members were transferred from or the group members were transferred to has future group appointments scheduled, the Transfer Members window opens

Help Guide for NextGen® Enterprise PM 8

Modify an Individual Appointment Created from a Group Appointment

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 > Appointment. The Edit Appointment window opens. Modify the appointment as needed. Select OK. Modifications made to the appointment are saved. If the appointment is part of a recurring series and you changed the Date, Time, Event, Duration, Resources or Service Location, the appointment is removed from the recurring series. If you modified the Date, Time, Event, Duration, Resources or Service Location field, the Reschedule Reason window opens. If the Reschedule Reason window opens, select a reason for rescheduling the appointment. This field is required. Select OK. Parent topic: Scheduling Group Appointments

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

Modify a Group Appointment

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