NextGen Knowledge Center

Add Members to Existing Group Encounters

Before you begin

To access this feature, you must have permission to add patient encounters.
You can add members to a group encounter that has already been checked in.
  1. Open NextGen® Enterprise PM.
  2. Select File > Patient Group.
  3. In the Patient Group Search window, enter search criteria, and then select Find.
  4. Select the patient group, and then select Open.
  5. In the Patient Group window, select the Members tab.
  6. Select the open menu icon, and then select Add Member.
  7. In the People Lookup window, enter search criteria, and then select Find.
  8. Double-click the name of the patient or other person.
    The new member appears in the list of members.
  9. Select the new member, select the open menu icon, and then select Add to Group Encounter.
    The Add Members to Group Encounters window opens and displays the previous and current group encounters. By default, no group encounter is selected.
  10. Select the group encounters you want to add the member to, and select OK.
    A confirmation message appears.
  11. Select Add to Grp Enc.
    The non-member of the patient group is added as a participant to the group encounter.
  12. If you want to add the member to both the patient group and the group encounter, select Add Pat Grp & Enc.
    The Manage Appointment window opens, where you can manage appointments for the new member.
  13. Optional: If you want to cancel any selection made for the member, including previously added group encounters, select Cancel on the confirmation message.
Add Members to Existing Group Encounters