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].

    


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