Step 1: Set Up the Group Service
-Go to Admin > Service Inventory
- Add a service with type = "Group"
- Make sure you add the correct CPT code
Step 2: Add Rates in Contracts
-Set up billing rates for this group service in payor contracts
-Map the right provider roles and payors
Step 3: Add Group Authorizations
-Go to each patient's profile > Funding Source
-Add a new authorization for the group service
Step 4: Schedule the Group Appointment
-Use a provider or patient's scheduler
-Schedule the group session using the new group authorization
-Save the first appointment to initiate group creation (starting with one patient)
Step 5: Add Other Patients to the Group
-Click the scheduled appointment, Select "Group Appointment Details"
-Use the "Add Patient" button to include up to 7 more patients
-For each new patient:
-- fill mandatory scheduling details (authorization, service, duration)
--System performs full compliance validation per provider paring
--alerts are show in in real time for any unmet compliance requirements
Step 6: Visualize in the Scheduler Views
-Provider's scheduler displays a yellow group appointment block spanning from the earliest start to the latest end time across all patients
-Each patient sees their own appointment entry