Edit Existing Patient Groups

NextGen® Enterprise EHR Help

Set Up New Patient Groups

Before you begin 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 to enter relevant details for the group encounter. Open NextGen® Enterprise EHR. Select File > Patient Group. In the Patient Group window, select New Group. In the New Patient Group window, enter the group name and notes, if applicable. Select Add. From the Patient Group list in the Patient Group window, select the group you created. Available patients appear in the Non-Member Patients section. You can search for specific patients or for all patients for a selected provider. To search for all patients for a provider, do the following: Enter the provider's last, first, and middle name. From the Search by list, select Provider. Select Search. Matching providers appear in the Non-Member Patients s

NextGen® Enterprise EHR Help

Modify Patient Inclusion or Exclusion Lists

Open NextGen® Enterprise EHR, Select Admin > Modify Inclusion/Exclusion List. In the Modify Inclusion/Exclusion List window, select the user from User Name. Select a patient from the list, and then select Include, Exclude, or Delete. Select Close. Parent topic: Viewing Patient Information and Generating Charts

NextGen® Enterprise EHR Help

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. Open NextGen® Enterprise PM. Select File > Patient Group. In the Patient Group Search window, enter search criteria, and then select Find. Select the patient group, and then select Open. In the Patient Group window, select the Members tab. Select the open menu icon, and then select Add Member. In the People Lookup window, enter search criteria, and then select Find. Double-click the name of the patient or other person. The new member appears in the list of members. Select the new member, select the open menu icon, and then select Add to Group Encounter. Note: If the Add to Group Encounter option is not available to select, verify the following: At least one group encounter has been created for the patient group. Only one member is selected from the list of members. The Add Members to Group Encounters window opens and dis

NextGen® Enterprise EHR Help

Share Inclusion Lists

Open NextGen® Enterprise EHR, Select Admin > Share Inclusion List. In the Share Inclusion List window, select a user, security group, or workgroup. Select Add. To remove access for anyone in the list, select the name, and then select Remove. Select OK. Select Close. Parent topic: Viewing Patient Information and Generating Charts

NextGen® Enterprise EHR Help

Enroll a Patient in Enterprise Chart

From the main toolbar in NextGen® Enterprise PM, select Lookup. In the Patient Lookup window, do one of the following:. For a new patient, select New. For an existing patient, search for and select the patient record, select the open menu icon, and then select Open. In the Add Patient Information or Modify Patient Information window, enter or update the information as needed. Select the Enterprise Chart checkbox. Select OK. The patient is enrolled in Enterprise Chart. Note: For a patient newly enrolled in Enterprise Chart, you may need to reopen the patient's chart to view information from other practices. Parent topic: Viewing Patient Information and Generating Charts

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

Edit Existing Patient Groups

Recommendations

Set Up New Patient Groups

Modify Patient Inclusion or Exclusion Lists

Add Members to Existing Group Encounters

Share Inclusion Lists

Enroll a Patient in Enterprise Chart

Edit an Existing Patient Group

Set Up New Patient Groups

Modify Patient Inclusion or Exclusion Lists

Add Members to Existing Group Encounters

Share Inclusion Lists

Enroll a Patient in Enterprise Chart

Edit an Existing Patient Group