How to Schedule a Group Appointment

Overview

This article will review how to schedule an appointment when there are multiple patients to a single provider.  Before you schedule a group appointment, it is imperative that you confirm the Group Codes are configured correctly.  To learn more about group code configuration, please see How to Configure Group Codes in Motivity.

Schedule the Initial Group Appointment

Use the scheduler to book the first appointment, which initiates the creation of the group appointment.

• Navigate to either the provider's schedule or one of the patient's schedules.
• Add a new appointment onto the schedule using a group authorization
• Save the first appointment to officially start the group (it will have only one patient initially)

You will now see a yellow appointment on the schedule.  This indicates that this appointment is a group appointment. 

Add Other Patients to the Group Appointment

You can add up to seven more patients to the scheduled group appointment.

To do so:

1. Click the yellow appointment block.
2. Select "Group Appointment Details".
3. Use the "Add Patient" button to include other participants (up to 7 additional patients).
4. For each new patient, complete the mandatory scheduling details:
   • Authorization
   • Service
   • Duration

The system performs a full compliance validation for every provider-patient pairing. Real-time alerts will be shown for any unmet compliance requirements.

Visualize the Group in Scheduler Views

The group appointment is displayed differently depending on the user's view.

Last Updated: 2/10/26 by Tatum Winslow