Scheduling a Group Appointment

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