Scheduling Group Appointments

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

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

Recurring Group Appointments

When a group appointment is scheduled and saved, additional recurring appointments can be created using the same information from the original group appointment. For example, a patient group needs to be scheduled for counseling sessions on Wednesdays at 11:00 AM for the next several weeks. After scheduling a group appointment on the first Wednesday, additional recurring appointments can be created from that appointment for the following Wednesdays. Recurring group appointments can be scheduled daily, weekly, monthly or yearly. Cancel Group Appointments You can cancel a scheduled group appointment. If the group appointment you want to cancel is a recurring series, you can select and cancel the linked and unlinked member appointments individually. Set Up Recurring Appointments from Group Appointments You can set up recurring appointments for a patient from a group appointment. Schedule Recurring Appointments from Existing Group Appointments You can schedule recurring group appointments f

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

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

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

Scheduling Group Appointments

Recommendations

Group Encounters

Scheduling Group Appointments

Recurring Group Appointments

Modify a Group Appointment

Modify an Individual Appointment Created from a Group Appointment

Group Scheduling

Scheduling Group Appointments

Group Encounters

Scheduling Group Appointments

Recurring Group Appointments

Modify a Group Appointment

Modify an Individual Appointment Created from a Group Appointment

Group Scheduling