In TotalMD, it is possible to book several patients into a group appointment.
First, you will go to Lists>Patient Group List:
This will bring you to the Group screen:
From here you can Add or Edit a Group:
Once you have chosen to Add or Edit a group, you will see the Group Entry screen:
Where you will enter a Group Name and ID. You will then Save Changes to the left:
You will then Edit Group to the left:
This will allow you to add the members to the group:
Once you have added your group’s members, you will click Save Changes to the left:
To use a Group in the Scheduler, open an Appointment as you normally would and get to the Appointment Entry screen:
You will see a Group Appointment box in the lower right-hand side of the screen:
After checking the Group Appointment box, you will see a warning:
Once you tell this warning Yes, your screen will change to show available groups in the drop down menu:
After you choose your group, each individual will be listed to the right of the screen:
You will then fill in the appointment as normal and click Save Changes to the left:
This will bring you back to the Scheduler, where you will see all of the members of the Group listed in the appointment:
If you have questions regarding this functionality of TotalMD, please contact our support or training departments at 800-613-7597 Option 2 for Support or Option 3 for Training. If you would like a printable copy of this article, please contact Training at Option 3.