Add Client Names to a Patient Group

NextGen® Adaptive Content Engine Help Enterprise 8

Create a New Patient Group

If no patient group exists, you can create one. From the File menu select New and then select Group Encounter. Click the ellipsis button. The Patient Group Search window opens. Click New. The Patient Group window appears. Enter a Group Name. Type a Group Description. Click OK. Parent topic: Verify the Presence of a Patient Group

NextGen® Adaptive Content Engine Help Enterprise 8

Verify the Presence of a Patient Group

Family and group psychotherapy visits can only be completed for a client who is already designated as a member of a group in the system. You must first verify the presence of a group and if no groups exist, you can create one. To verify the presence of a group, from the File menu select New and then select Group Encounter. The New Group Encounter window appears. Click the drop-down arrow to select an item from the list of existing groups. Create a New Patient Group Add Client Names to a Patient Group Parent topic: Group Visit Workflows

NextGen Behavioral Health Suite Help 5.5

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® Enterprise EHR Help

Edit an Existing Patient Group

For an existing patient group, you can change its name or description and add members to or remove members from it. From the File menu, select Patient Group. The Patient Group window appears. From the Patient Group list, select the group to edit. All available patients appear in the Non-Member Patients section. The patients in the selected group appear in the Member Patients section. Select Edit Group. The Edit Patient Group window appears. To change the group name, enter the new name in the box at the top. To add or change the description, enter the text in the Notes box. Select OK. In the Patient Group window, search for and add and remove member patients following the instructions in Set up a New Patient Group. When you are done, select Save. Select Close. Parent topic: Patient Groups

NextGen Behavioral Health Suite Help 5.5

Create a Patient Group

You can create a patient group if no patient group exists. Open NextGen® Enterprise EHR, and then select File > New > Group Encounter. Select . The Patient Group Search window appears. Select New. The Patient Group window opens. On the General tab, enter a name and other details for the group. Select OK. 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

Add Client Names to a Patient Group

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Create a New Patient Group

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Add Patients to a Patient Group

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Add a Patient Group