Create a Patient Group

NextGen Behavioral Health Suite Help 5.6

Add Patients to a Patient Group

You can add patients to a group. Open NextGen® Enterprise EHR, and then from File, select Patient Group. On the Patient Group Search window, enter the Group Name and select Search. Select the desired group, and then select Open. The Patient Group [Group name] window opens. Select the Members tab. Select , and then select Add a Member. Enter the last name of the patient, and any other distinguishing data, and then select Find. Double-click the patient's name. The patient's name appears in the Member List. Select OK. Parent topic: Group Visit Workflows

NextGen Behavioral Health Suite Help 5.6

Verify the Presence of a Patient Group

You can complete family and group psychotherapy visits for a patient who is already designated as a member of a group in the system. You must first verify the presence of a group, and if there are no groups existing, you can create one. Open NextGen® Enterprise EHR, and then select File > New > Group Encounter. The New Group Encounter window appears. Select the drop-down arrow to select an item from the list of existing groups. Parent topic: Group Visit Workflows

Help Guide for NextGen® Enterprise PM 8

Add a Patient Group

To add a patient group in NextGen® Enterprise PM or NextGen® Enterprise EHR, do the following: Open Patient Groups. The Patient Group Search window opens. Search for a Patient Group. If the group you are searching for is not listed in the Matching Records section of the Patient Group Search window, do one of the following to add a new group: Select New. Select Open Menu and select New. Right-click and select New. The Patient Group window opens. On the General tab, enter general information for the group. Select the Members tab to add members to the group. To save changes and close the window, select OK. Note: The Appointments tab is blank when a new patient group is added. For an existing patient group, the tab displays future group appointments scheduled for the group. Add or Modify General Information for a Patient Group Add Members to a Patient Group Parent topic: Patient Groups

Help Guide for NextGen® Enterprise PM 8

Add a Patient Group

To add a patient group in NextGen® Enterprise PM or NextGen® Enterprise EHR, do the following: Access Patient Groups.The Patient Group Search window opens. Search for a Patient Group. If the group you are searching for is not listed in the Matching Records section of the Patient Group Search window, do one of the following to add a new group: Select New. Select Open Menu and select New. Right-click and select New. The Patient Group window opens. On the General tab, enter general information for the group. Select the Members tab to add members to the group. To save changes and close the window, select OK. Note: The Appointments tab is blank when a new patient group is added. For an existing patient group, the tab displays future group appointments scheduled for the group. Add or Modify General Information for a Patient Group Add Members to a Patient Group Parent topic: Patient Groups

Help Guide for NextGen® Enterprise PM 8

Accessing Patient Groups

In NextGen® Enterprise PM, you can access patient groups by doing one of the following: From the Tasks menu, select Patient Group. From the Appointment Book toolbar, select Patient Group. In NextGen® Enterprise EHR, you can access patient groups by selecting the File menu and then selecting Patient Group. When you access patient groups, the Patient Group Search window opens so you can search for a specific group. Parent topic: Patient Groups

Help Guide for NextGen® Enterprise PM 8

Accessing Patient Groups

In NextGen® Enterprise PM, you can access patient groups by doing one of the following: From the Tasks menu, select Patient Group. From the Appointment Book toolbar, select Patient Group. In NextGen® Enterprise EHR, you can access patient groups by selecting the File menu and then selecting Patient Group. When you access patient groups, the Patient Group Search window opens so you can search for a specific group. Parent topic: Patient Groups

Create a Patient Group

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Add Patients to a Patient Group

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Accessing Patient Groups

Accessing Patient Groups

Create a Patient Group

Add Patients to a Patient Group

Verify the Presence of a Patient Group

Add a Patient Group

Add a Patient Group

Accessing Patient Groups

Accessing Patient Groups