Edit an Existing Patient Group

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

NextGen® Enterprise EHR Help

Add Members to Existing Group Encounters

Before you begin To access this feature, you must have the permission to add patient encounters. You can add members to a group encounter that has already been checked-in. From the File menu, select Patient Group. The Patient Group window appears. 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 opens. Search for the person or patient to be added as a member to the group encounter. Double-click the name of the person or patient. The new member appears in the list of members. Select the new member and select open menu . Then, select Add to Group Encounter. Note: If the Add to Group Encounter option is not available for selection, verify the following: At least one group encounter was created for the patient group. Only one member is selected from the list of members. The Add Members to Group Encounters window opens displaying the previous and current group encounters. By default, n

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

Access Patient Information for a Member in a Patient Group

From the Members tab on the Patient Group window, you can access the Modify Patient Information window for a member in the group. Access Patient Groups Accessing Patient Groups. The Patient Group Search window opens. Search for a Patient Group Search for a Patient Group. From the Matching Records section of the Patient Group Search window, select a group and then do one of the following: Select Open. Select Open Menu and select Open. Right-click and select Open. The Patient Group window opens. Select the Members tab. The Member List displays all patients in the group. To access patient information for a member in the group, select to highlight the member or select the check box for the member, and then select Open Menu and select Open Member. The Modify Patient Information window opens for the selected member. Parent topic: Modify a Patient Group

Help Guide for NextGen® Enterprise PM 8

Modify a Patient Group

To modify 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. In the Matching Records section of the Patient Group Search window, select a group to be modified and then do one of the following: Select Open. Select Open Menu and select Open. Right-click and select Open. The Patient Group window opens. On the General tab, modify general information for the group. Select the Members tab to do any of the following: Add members to the group. Access for a member in the group. Remove members from the group. Transfer members from the group to another group. Add a member to an existing group appointment. Select the Appointments tab to view future group appointments scheduled for the group. To save changes and close the window, select OK. Access Patient Information for a Member in a Patient Group Remove Members from a Patient Group Transfer Members from One 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

Edit an Existing Patient Group

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