Patient Groups

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

Group Encounters

A Group Encounter is a way to create encounters for all members in a patient group at the same time. For example, a group appointment was scheduled for a patient group on Wednesday at 11:00 AM for a counseling session. Rather than creating a separate encounter for each patient at check-in, a single group encounter can be created for the patient group prior to check-in. When a group encounter is created, an individual encounter is created for each member in the patient group, and all encounters have the same Billable Date, Service Location and Rendering Provider. Each encounter is assigned a unique Encounter Number and all encounters are associated with the same Group Encounter ID in the database. Creating Group Encounters Add a Member to an Existing Group Encounter Include Non-Members of a Patient Group to Previous Group Encounters You can include participants in an existing group encounter to record member participation without adding the member to the patient group. Associate the Exi

Help Guide for NextGen® Enterprise PM 8

Patient Groups

A Patient Group is a set of patients that have services rendered together in a group setting. For example, several patients meet on Wednesdays for a group counseling session. A patient group can be created to include those patients, and then the patient group can be used when scheduling appointments and creating encounters for the group. Accessing Patient Groups Search for a Patient Group Add a Patient Group Modify a Patient Group Hide a Patient Group Navigating the Patient Group Window Parent topic: Group Scheduling

NextGen® Enterprise EHR Help

Patient Groups

The patient group feature enables you to record a single instance of specific data for multiple patients at the same time. When you change the data for one of the patients in a group, that change is automatically applied to all patients in the group. This feature is most useful for practices and providers who perform group sessions with patients (for example, a group therapy session for a psychiatric practice). Set up a New Patient Group Edit an Existing Patient Group Add Members to Existing Group Encounters You can add group members in a patient group to an existing group encounter to record member participation in the group encounter. Parent topic: Patient Information Features Specific to NextGen Enterprise EHR

Help Guide for NextGen® Enterprise PM 8

Group Scheduling

Group Scheduling can be used by practices that render services in a group setting. For example, a clinic may provide education, support, counseling or therapy sessions to various groups of patients. When Group Scheduling is enabled for a practice, you can create a group that includes specific patients. Then a single group appointment can be scheduled that automatically creates a separate appointment for each patient in that group. In addition, at check-in a single group encounter can be created that automatically generates separate encounters for each patient in the group. In NextGen® Enterprise PM. the primary components to Group Scheduling include the following: Patient Groups Group Appointments Group Encounters Enable Group Scheduling Setup Access Rights for Group Scheduling Patient Groups Scheduling Group Appointments You can schedule a group appointment for a group of patients for a group activity or event. Individual appointments are created for each associated member and display

Help Guide for NextGen® Enterprise PM 8

Search for a Patient Group

Access Patient Groups.The Patient Group Search window opens. Enter search criteria to find the desired patient groups. Multiple parameters can be used. For example, you can enter all or part of the Group Name, select a Location and select a Day of the Week. Select Find. Patient groups that match all search criteria entered are listed in the Matching Records section at the bottom of the window. For multi-select search criteria, patient groups that match any of the criteria are listed. For example, if your search criteria included Locations X, Y and Z, and Clinicians/Facilitators A, B and C, and Days of the Week Tue, Wed and Thu, the search results lists any patient group at location X, Y or Z for clinicians A, B or C that meets on Tuesday, Wednesday, or Thursday. If no search criteria were entered, all patient groups are listed except those that are expired, hidden or inactive. The following information displays for each patient group listed: Group Name Location Clinicians/Facilitators

Patient Groups

Recommendations

Scheduling Group Appointments

Group Encounters

Patient Groups

Patient Groups

Group Scheduling

Search for a Patient Group

Patient Groups

Scheduling Group Appointments

Group Encounters

Patient Groups

Patient Groups

Group Scheduling

Search for a Patient Group