Modify an Individual Appointment Created from 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. 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 > Group Appointment. The Patient Group field cannot be modified on a group appointment. You can access the Patient Group window by selecting Open Menu and then selecting Open to view general information, members and future appointments for the group. However, you cannot make modifications to the group. The Edit Group Appointment window opens. Update one or more of the following fields on the gro

Help Guide for NextGen® Enterprise PM 8

Lookup Appointments by Patient Group

You can use the Appointment Lookup window to search for appointments for patients in a specific patient group. To access the Appointment Lookup window, do one of the following: From the main toolbar, select Appt List. From the Tasks menu, select Lookup and then Appointments. The Appointment Lookup window opens. Enter search criteria to find the desired appointments. Multiple parameters can be used. For example, select an Appointment Date, an Event, and a Resource. In the Patient Group field, select a group name to further limit the search results to include only appointments for patients in a specific group. Note: This field displays only if the Enable Group Scheduling check box is selected in Practice Preferences > Appt Scheduling. Select Find. Appointments that match all search criteria entered display in the Appointment List section at the bottom of the window. To view the group name associated with each appointment in the list, right-click any column header and select Group Name fr

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

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 Appointment Details

You can modify the appointment and reschedule if needed. Select the appointment to be modified, and double-click to open the Edit Appointment window. Make the modifications to the appointment as needed. Select OK to save changes and close the window. If any of the following fields are modified, the change is considered a reschedule: Date Time Event Duration Resource Location Patient The Appointment Rescheduling Reasonwindow opens. In the Reason for appointment reschedule list, select a reason for rescheduling the appointment, and select OK. The appointment is rescheduled. Parent topic: Modifying an Appointment

Help Guide for NextGen® Enterprise PM 8

Modify Appointment Details

You can modify the appointment and reschedule if needed. Select the appointment to be modified, and double-click to open the Edit Appointment window. Make the modifications to the appointment as needed. Select OK to save changes and close the window. If any of the following fields are modified, the change is considered a reschedule: Date Time Event Duration Resource Location Patient The Appointment Rescheduling Reasonwindow opens. In the Reason for appointment reschedule list, select a reason for rescheduling the appointment, and select OK. The appointment is rescheduled. Parent topic: Modifying an Appointment

Modify an Individual Appointment Created from a Group Appointment

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Modify a Group Appointment

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Modify an Individual Appointment Created from a Group Appointment

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Modify an Individual Appointment Created from a Group Appointment

Modify a Group Appointment

Lookup Appointments by Patient Group

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Modify an Individual Appointment Created from a Group Appointment

Modify Appointment Details

Modify Appointment Details