Add a Group Appointment Type and a Group

Add a Group Appointment Type and a Group

Group Management for Group Appointments


Add a Group Appointment Type

Create at least one Appointment Type that can be used to schedule an Appointment for a Group. Use the Article, Create an Appointment Type, to create a Group Appointment Type.

  • For Step 8 (Held by), select Group or Both.

    

    


Add Group Information

  1. From Scheduling on the Left Side Menu, choose the Group Management button.
  2. Select the Add button.

    

  1. Name: Enter a Name for the Group being created.
  • This Name will display when creating a Group Appointment.
  1. Appointment Type: Select one of the Group Appointment Types using the Lookup icon.
  2. Active: Leave the checkbox checked.
  3. Temporary: Select the checkbox is this is a Temporary Group.
  4. No Member Limit:
  • Leave checked for Group Appointment where the number of Patients is not limited.
  • Uncheck if the number of Patients in the Group is limited.
  1. Member Limit: Select the Member Limit
  • If No Member Limit is unchecked, Member Limit field will display. Otherwise, it will be hidden.
  1. Description: Enter a Description.


Add Group Leaders

  1. Select the Person+ Icon.
  2. Select the Leader(s) of the Group
  3. Date Joined can be changed. The default is the current date.


Add Patients to the Group


  1. Select the Person+ icon
  2. Click the checkbox beside the Patients to add to the Group
  3. List of Patients that have been chosen.
  4. Select the "checked" checkbox to remove from the list.
  5. Select the Add to Group button.
  6. Select Save [F2].

    


    • Related Articles

    • Group Appointments

      Add, Modify, Reschedule Group Appointments Add Group Appointments Select the Slot for the Appointment. The Facility and Resource default from the Slot selected on the Calendar but can be changed on-the-fly. In the Appointment panel, select Group from ...

    • Appointment Types: Add/Delete/Expire

      Create Appointment Types that are identical to the existing Appointment Types in the Clinical Documentation. Create an Appointment Type From the Scheduling Dashboard, click Scheduling Setup. Click the Types tab. Click Add. Type: Enter a short name ...

    • Add an Appointment

      Prevent Creation of Simultaneous Appointments in the Same Slot To prevent Users from creating Appointments in the same slot, the System displays this message: Warning? User XXX is also editing this slot. Add an Appointment to the Calendar Select the ...

    • Add Appointment Statuses

      Add an Appointment Status From the Scheduling Dashboard, select Scheduling Setup. Select the Statuses tab. Select Add. Status ID. Enter a one or two digit ID. This field cannot be changed after the screen is saved. Enter a Description. Active: Leave ...

    • Add/Modify a Reporting Group

      Reporting groups can be added to Providers, Referring Providers, Facilities, Insurances, Employers, and Procedure codes and can be added at anytime. Grouping allows for easier reporting for items that will commonly be reported together. If a ...