NextGen Knowledge Center

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.

  1. From the File menu, select Patient Group.
    The Patient Group window appears.

  2. Select New Group.
    The New Patient Group window appears.

  3. Enter the name of the patient group to create in the box at the top.
  4. Add an optional description in the Notes box.
  5. Select Add.
  6. 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.

  7. To search for all patients of a provider, do the following:
    1. Enter the Last, First, or Middle Name of the provider.
    2. From the Search by list, select Provider.
    3. Select Search.
      Matching providers appear in the Non-Member Patients section.
    4. Select the provider for the patients to add to the group.
      All patients of the provider are added to the Member Patients section.
  8. To search for patients individually, do the following:
    1. Enter any of the following criteria:
      • Last , First, or Middle Name
      • Social Security number
      • Birth Date
      • Person number (Nbr)
      • Medical Record number (Med Rec #)
    2. From the Search by list, select Patient.
    3. Select Search.
      Matching patients appear in the Non-Member Patients section.
    4. To move patients individually to the Member Patients section, select the patient and then select the single right arrow.
    5. To move multiple patients to the Member Patients section, select the patients and then select the double-right arrows.
  9. To remove one or more patients from the Member Patients section, select the patient and select the single right arrow or double-right arrows, respectively.
  10. After you have selected the patients to add to the group, select Save.
  11. Select Close.