This knowledge base article will show you how to create group appointments and how to collect copayments through the group appointment. 

Set Up Group Appointment

1. From the Legacy Calendar, click the  button (shift-click on the calendar).

2. From the Event Details - Add window, I'm going to fill in the Patient, Date, Time, Type, Clinician, and Location of the appointment. Once done with the fields, click the More button in the bottom right. 

3. Click the  button from the menu.

4. Select another patient from the Find Patient window.

5. The new patient will show. Continue with steps 3 and 4 until all patients are selected. 

Note: You can also use the  button to add patients if you have set up Group Rosters. 

7. You can add Clinicians by clicking in the blank field under the first clinician. The Choose Clinician window will open up. 

8. Choose the clinician from Choose Clinician window.

9. The Clinician will be added to the appointment. 

10. Once all is set, click the  button.

11. The appointment will book under all Clinicians selected in the appointment. 

12. When the Status is changed on the appointment, it will be reflected for all Clinicians. I can go into the appointment to add or remove patients (or clinicians) from the appointment. 

• I can see how many patients are scheduled for the appointment by the number in parentheses.
• I'm also able to see what patients are scheduled, where, and the event note.