Recall Plan Master Report

File Maintenance Help for NextGen® Enterprise 8

Recall Plan Master Report

You can generate a Recall Plan Master report that details all aspects of the recall plans for the practice, including what statuses were set up in a specific plan that will cause the plan to be stopped for a patient. This report also shows the messaging information for the recall plans. Open the list of Practice master files. Select Recall Plans. Select Open Menu. Select Print. The report opens. Parent topic: File Maintenance Master Files Reports

Help Guide for NextGen® Enterprise PM 8

Recall Plan Master Report

You can generate a Recall Plan Master report that details all aspects of the recall plans for the practice, including what statuses were set up in a specific plan that will cause the plan to be stopped for a patient. This report also shows the messaging information for the recall plans. Open the list of Practice master files. Select Recall Plans. Select Open Menu. Select Print. The report opens. Parent topic: File Maintenance Master Files Reports

File Maintenance Help for NextGen® Enterprise

Recall Plans

After you create recall plans in File Maintenance, you can use them in NextGen® Enterprise PM to notify a patient to return to your practice for a specific event. You can generate Recall Plans Master report from the Recall Plans master file. For more information, go to NextGen Healthcare Success Community and download the latest Reports User Guide for NextGen® Enterprise PM. Set Up Recall Plans You can setup recall plans. Parent topic: Master Files - Practice

File Maintenance Help for NextGen® Enterprise 8

Recall Plans

After you create recall plans in File Maintenance, you can use them in NextGen® Enterprise PM to notify a patient to return to your practice for a specific event. You can generate Recall Plans Master report from the Recall Plans master file. For more information, go to NextGen Healthcare Success Community and download the latest Reports User Guide for NextGen® Enterprise PM. Set Up Recall Plans You can setup recall plans. Parent topic: Master Files - Practice

NextGen® Enterprise EHR Help

Add Recall Stop Reasons in File Maintenance

In File Maintenance, open Master Lists. On the Master List List window, select Recall Plan Stop Reasons. To add a recall stop reason, select Open Menu and select New. The Add Recall Stop Reason Information window opens. In the Description field, enter the reason for stopping the recall, for example, Expired Patient. Select OK. Parent topic: Stop Active Recall Setup for Expired Patients

File Maintenance Help for NextGen® Enterprise 8

Set Up Recall Plans

In the File Maintenance application, select Master Files > Practice > Recall Plans. The Recall Plans List window opens. Select OpenMenu and select New. The Recall Plans window opens. Enter the fields to set your recall plan. Select OK. Recall Plans Window Field Descriptions You can use the fields described in the following table to configure your recall plan. Parent topic: Recall Plans

Recall Plan Master Report

Recommendations

Recall Plan Master Report

Recall Plan Master Report

Recall Plans

Recall Plans

Add Recall Stop Reasons in File Maintenance

Set Up Recall Plans

Recall Plan Master Report

Recall Plan Master Report

Recall Plans

Recall Plans

Add Recall Stop Reasons in File Maintenance

Set Up Recall Plans