Group Appointment Actions

Group Appointment Actions

Click the Group Appointment.

  1.  Action Buttons:
    • Group Status panel buttons: Affect the entire Group
      • Check In (1): Use Check In next to a Member to check them in individually
      • Cancel (A): To cancel the entire Group. Use the Cancel button next to a Member to cancel an individual
      • Reschedule (B): Reschedule the Group
      • Delete (C): Use if the appointment is made in error
      • New Appt (D): Acts as a copy/paste feature to schedule the next appointment
      • To Worklist (E):- Add an appointment to a Worklist
  2. Links to:
    • Edit Appointment 
    • Edit Group
    • Service History
    • Attached Procedures
    • Print Superbill
    • Print Form
  3. Click the Edit icon to the left of the Patient's Name to access the Patient Appointment screen to access that person's appointment screen (collect copay, etc.). Hover over the Edit icon for Member Demographics.

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Rescheduling Group Appointments

  • Same process as rescheduling for non-Group Appointments.
  • Statuses are kept if the Group Appointment is moved to a different Resource/Facility.
  • In the Reschedule Queue, you will see the Group Appointment, not individual patients.

HL7 Message (Interface details)

  • A ZGP segment is used to identify the Group
    • ZGP.1 = Group Appointment ID
    • ZGP.3.1 = Group Name
    • ZGP.3.2 = Group Description

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