Set Up New Patient Groups

NextGen® Enterprise EHR Help

Edit Existing Patient Groups

For an existing patient group, you can change its name, description, or member list. Open NextGen® Enterprise EHR. Select File > Patient Group. In the Patient Group window, 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. In the Edit Patient Group window, modify the information as needed, and then select OK. Select Save and then 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

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

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

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 Patient Information 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

Help Guide for NextGen® Enterprise PM 8

Create a Group Encounter in NextGen® Enterprise EHR

You can use this procedure to create a group encounter for all patients in a patient group. An individual encounter is created for each member in the patient group. Access NextGen® Enterprise EHR. From the main toolbar, select a Service Location and Rendering Provider for the group encounter. From the File menu, select New and then Group Encounter. The New Group Encounter window opens. The Please choose a patient group for the new encounter field defaults to the first group in the list. To create the group encounter for an existing patient group, select the group from the drop-down list or do the following: Select the Ellipsis button to open the Patient Group Search window. Enter Search Criteria and then select Find. In the Matching Records section, double-click to select the group. The selected group appears in the Please choose a patient group for the new encounter field. To create the group encounter for a new patient group, do the following: Select the Ellipsis button to open the P

Set Up New Patient Groups

Before you begin

Recommendations

Edit Existing Patient Groups

Add Members to Existing Group Encounters

Set up a New Patient Group

Modify a Patient Group

Modify a Patient Group

Create a Group Encounter in NextGen® Enterprise EHR

Set Up New Patient Groups

Before you begin

Edit Existing Patient Groups

Add Members to Existing Group Encounters

Set up a New Patient Group

Modify a Patient Group

Modify a Patient Group

Create a Group Encounter in NextGen® Enterprise EHR