Add Members to Existing Group Encounters

NextGen® Enterprise EHR Help

Set up a New Patient Group

Before you can use the patient group feature, you must set up at least one patient group and at least one Medical Records Group template or Medical Records Group Popup template. After you create a patient group, you can create a group encounter and then access the group template and enter the relevant details for the group encounter. From the File menu, select Patient Group. The Patient Group window appears. Select New Group. The New Patient Group window appears. Enter the name of the patient group to create in the box at the top. Add an optional description in the Notes box. Select Add. From the Patient Group list on the Patient Group window, select the group you created. All available patients appear in the Non-Member Patients section. You can search for particular patients or for all patients of a selected provider. To search for all patients of a provider, do the following: Enter the Last, First, or Middle Name of the provider. From the Search by list, select Provider. Select Searc

Help Guide for NextGen® Enterprise PM 8

Include Non-Members of a Patient Group to Previous Group Encounters

Before you begin To access this feature, you must have the permission to add patient encounters. If a non-member of a patient group is a participant of a group encounter that has already been checked-in, you can add the participant member to the group encounter. For example, assume that a session on Anger Management (a group encounter) was attended by members of the Anger Management patient group. John Doe is a member of the Behavioural Health patient group, but a non-member of the Anger Management group. Out of interest, he has participated in the Anger Management session. In such a scenario, you can record John's participation by adding him only to the group encounter without adding him to the Anger Management patient group. Open the appointment book. Select Patient Group on the toolbar. The Patient Group Search window opens. Search for and open the patient group. The Patient Group window opens. On the Members tab, select open menu and select Add Member. The People Lookup window open

Help Guide for NextGen® Enterprise PM 8

Add a Member to an Existing Group Encounter

You can add a member to an existing group encounter if needed. For example, a group encounter was already created from a group appointment for all patients that were marked as kept, and then another patient arrives for the appointment. You can add that patient to the existing group encounter. 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. Right-click and then select Open > Group Appointment. The Edit Group Appointment window opens. In the Associated Member Appointments section on the right, select to select the appointment for the member to be added to the group encounter. Select Open Menu and then select Add to Existing Group Enc. An individual encounter is created for the member, the encounter is linked to the member's appointment, and the encounter number appears in the Associated Member Appointments section of the Edit Group Appointment window. Parent t

Help Guide for NextGen® Enterprise PM 8

Add a Member to an Existing Group Encounter on Group Checkin Window

You can add a group member to an existing group encounter during the group check in. If a group encounter was already created for the checked in members, and if another patient arrives for the appointment, you can add those patients to the existing group encounter. Select ApptBook on the main toolbar. From the Daily, Weekly List, Weekly Schedule or Multi-View view, select an individual appointment that was scheduled as part of a group appointment. Right-click and then select Checkin/Add to Existing > Group Appointment > Select Members. The Group Checkin/Add to Existing Group Encounter window opens. On the Group Checkin/Add to Existing Group Encounter window, select the scheduled member to be added to the group encounter. Select Add to Existing. An individual encounter is created for the selected Scheduled Member and linked to the member’s appointment. Encounter number appears on the Encounter column of the Group Checkin/Add to Existing Group Encounter window. Select Close. The member a

Help Guide for NextGen® Enterprise PM 8

Check In Individual Appointments Created from a Group Appointment

An individual appointment which is created from a group appointment can be checked-in either by linking it to the available group encounter or by creating a new encounter for the individual member. To select an appointment that was scheduled as part of a group appointment, do one of the following: Select ApptBook on the main toolbar. Select ApptList on the main toolbar. To start the check-in auto-flow process, right-click and select Checkin/Create Encounter > Appointment. The Available Encounters window opens. The patient's encounter that was created from a group encounter is listed. Other same day encounters may also be listed, if applicable. Note: The window opens regardless of the At check-in show same day encounters setting in Encounters tab of Practice Preferences. To link the group encounter to the patient's group appointment, double-click to select the encounter. The Encounter Maintenance window opens. The Billable Date, Billable Time, Patient Type, Rendering and Service Locatio

NextGen Behavioral Health Suite Help 5.5

Create a Custom Group Encounter

From the New Group Encounter section of the Group Encounter Management (BH) template, select in the Patient Group field. The Group List picklist opens. From the Group List picklist, select a group and then select OK. The Patient Name grid displays the names of the group members. Note: If a client's name does not display in the list below, confirm the client has been added to the group member list. For more information, see Add Client Names to a Patient Group. Patient Name grid In the Enc Date field, enter the date of the group encounter. Note: You cannot create an encounter for a future date. To clear the Patient Group and Enc Date fields without saving, select Clear. Select New. The group custom encounter is created. You can now access the encounter in the Existing Group Encounters section. To modify the encounter, see Modify an Existing Group Encounter. Select Save and then close the template. Parent topic: Group Encounter Management

Add Members to Existing Group Encounters

Before you begin

Recommendations

Set up a New Patient Group

Include Non-Members of a Patient Group to Previous Group Encounters

Add a Member to an Existing Group Encounter

Add a Member to an Existing Group Encounter on Group Checkin Window

Check In Individual Appointments Created from a Group Appointment

Create a Custom Group Encounter

Set up a New Patient Group

Include Non-Members of a Patient Group to Previous Group Encounters

Add a Member to an Existing Group Encounter

Add a Member to an Existing Group Encounter on Group Checkin Window

Check In Individual Appointments Created from a Group Appointment

Create a Custom Group Encounter