Group Appointments

Group Appointments


Add, Modify, Reschedule Group Appointments


Add Group Appointments

  1. Select the Slot for the Appointment.

  1. The Facility and Resource default from the Slot selected on the Calendar but can be changed on-the-fly.
  2. In the Appointment panel, select Group from the dropdown list.
  3. Use the Lookup icon to choose the Group Name.
  • The Group can be modified on-the-fly by selecting the Modify icon.
  1. Select the Appointment Type using the Lookup icon.
  2. Duration auto-completes dependent upon the Type chosen.
  • The Duration can be changed on-the-fly.
  1. A Reason and/or Note can be entered, if applicable.
  2. Select Recurring if this is an Appointment that repeats with the same Group, Group Leader, and Time.
  3. In the Selected Group panel, your choices are displayed in the right window.
  • The Group can be Modified or Refreshed.
  1. Select Save [F2].

Group Options

Group Status Panel

Open the Group Appointment on the Calendar.

The Statuses in the dropdown and the buttons in the Group Appointment Panel can be used to affect the entire Group.

  • Example: You want to cancel the Group Appointment for all Members of the Group.
  • Select Cancel from the dropdown or the Cancel button.

Select a link to modify a Group or use a Group function.

  • Modify Appointment
  • Modify the Appointment for the entire Group.
  • Modify Group
  • The Group Information can be changed.
  • Members can be added and removed.
  • A Leader can be added, deleted, or replaced.
  • Service History
  • Use the Filter Criteria to pull specific History Information.
  • Print Superbill
  • A Superbill prints for each Members of the Group.
  • Print Form
  • An individual Form prints for all Members of the Group.



Individual Status in a Group Appointment

To change a Member's Status individually, select the options on each Member.

These actions only change the Member on the line that was selected.

The exception is the ability to change the Group Appointment Type and Duration.


  • Check In: Select to Check In an individual Member.
  • Check Out
  • Check Out displays only after Check In has been selected.
  • Cancel
  • Enter a Reason and Submit.
  • Cancels this member only.
  • Modify icon.
  • Hover over the Modify icon to display the Member's Demographics.
  • Select the Modify icon to navigate to the Patient Appointment screen.
  • An individual Face sheet, Superbill, or other Forms can be printed from the Patient Appointment screen.




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.


Modify an Appointment Group

  1. From Scheduling on the Left Side Menu, select the Group Management button.
  2. Select the Group ID.


  1. Select the Modify link to make changes to the Group.


Action Icons: Remove, Vacate, Rejoin, Transfer, and History Icons

Once a Leader or Member is added, the Action icons can be used to modify the Leaders and Members. Hovering over the icons will give Action guidance.


  1. : The X icon removes a member and the record from the group.
  • This is only available if the person has never attended a Group Appointment.
  1. : Use to vacate the spot a Member holds in the Group but leaves the Member's record visible.
  2. : Use when a Member leaves the group but the spot is held for the Member to rejoin at a later time.
  3. : Transfer a Member to another Group.
  4. : The History icon displays changes for the members in that Group.
  5. Save [F2]: If changes have been made, Save before leaving the screen.


Modify the Group when the Appointment is being Made

  • Select the Modify icon on the Add Appointment screen.

Modify the Group on the Appointment Screen

  1. Select the Appointment on the Calendar.

  1. Select Modify Group.



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


Learn More

Group Scheduling

Add a Group Appointment Type and a Group

Group View Options on Calendar




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