Recall Plan Export Header Field Indicators

Primary Field Indicator	Secondary Field Indicator	Description
Practice	Prac_Name	Practice Name
Prac_Add1	Practice Address (the first line)
Prac_Add2	Practice Address (the second line)
Prac_CityStZip	Practice City, State, and Zip code
Prac_Phone	Practice Phone number
Patient	Pat_PerNbr	Patient Person Number
Pat_FullName	Patient Full Name
Pat_Add1	Patient Address (the first line)
Pat_Add2	Patient Address (the second line)
Pat_CityStZip	Patient City, State, and Zip code
Pat_Country	Patient Country
Pat_FirstName	Patient First Name
Pat_BirthDate	Patient Birth Date
Appointment	Resource_name	Resource name
Event_name	Event name
Phys_Link	Physician Link (name of physician)
Location_name	Location name
Recall Plans	Recall_Plan_Name	Recall Plan Name (name of the procedure that is expected to be performed)
Expected_Return_Date	Expected Return Date
Note	Note

File Maintenance Help for NextGen® Enterprise 8

Appointment Reminders Export Header Field Indicators

Primary Field Indicator Secondary Field Indicator Description Practice Prac_Name Practice Name Prac_Add1 Practice Address (the first line) Prac_Add2 Practice Address (the second line) Prac_CityStZip Practice City, State, and Zip code Prac_Phone Practice Phone number Patient Pat_PerNbr Patient Person Number Pat_FullName Patient Full Name Pat_Add1 Patient Address (the first line) Pat_Add2 Patient Address (the second line) Pat_CityStZip Patient City, State, and Zip code Pat_Country Patient Country Pat_FirstName Patient First Name Pat_NickName Patient Nickname Pat_FullName_PrefixSuffix Patient Full Name with prefix, such as Mr., and suffix, such as Jr. Appointment Event_Name Event Name (such as office encounter, X-ray) Appt_Details Appointment Details (information that is in the Details field on the Add Appointment dialog box) Appt_Date Appointment Date Appt_Time Appointment Time Provider Rendering Provider Location Loc_Name Location Name Loc_Add1 Location Address (the first line) Loc_Add2

File Maintenance Help for NextGen® Enterprise 8

Budget Letters Export Header Field Indicators

Primary Field Indicator Secondary Field Indicator Description Practice Prac_Name Practice Name Prac_Addr1 Practice Address (the first line) Prac_Addr2 Practice Address (the second line) Prac_CityStZip Practice City, State, and Zip code Prac_Bill_Info_Msg Practice Bill Information Message (the practice default header information message located on the Practice Preference, Statements tab) Prac_Zip Practice Zip code Prac_Phone Practice Phone number Guarantor Guar_Full Name Guarantor Full Name Guar_Addr1 Guarantor Address (the first line) Guar_Addr2 Guarantor Address (the second line) Guar_CityStZip Guarantor City, State, and Zip code Guar_Country Guarantor Country Guar_First_Name Guarantor First Name Guar_Zip Guarantor Zip code Acct_ID Account Identification number (for guarantor) Guar_NickName Guarantor Nickname Budget Budget_Payment Budget Payment (amount due) Budget_Contract_Date Budget Contract Date (date the budget was started) Budget_Due_Date Budget Due Date (date the budget plan is

File Maintenance Help for NextGen® Enterprise 8

Collection Letters Export Header Field Indicators

Collection letters are those letters that are listed in the Demand Account and Demand Encounter letter type categories, which are listed in the drop-down list of the Letter Type field on the Letters dialog box. The menu items differ depending on whether you selected the Demand Account and Demand Encounter letter type. Primary Field Indicator Secondary Field Indicator Description Practice Demand Account Demand Encounter Prac_Name Practice Name Prac_Addr1 Practice Address (the first line) Prac_Addr2 Practice Address (the second line) Prac_CityStZip Practice City, State, and Zip code Prac_Bill_Msg * This displays if you selected a Demand Account letter type Practice Bill Message (practice default header information message located in the Statements Practice Preferences) Prac_Info * This displays if you selected a Demand Encounter letter type Practice Bill Message (practice default header information message located in the Statements Practice Preferences) Prac_Zip Practice Zip code Prac_Ph

Help Guide for NextGen® Enterprise PM 8

Patient Recall Report Columns

The following columns are available on the Patient Recall report: Column Name Description Data Populated From Prac Name Practice Name Practice associated with the patient's Recall Plan Pln Name Plan Name Recall Plan Act Active Indicator Recall Plan Exp Expired Indicator Patient Information Pat Name Patient Name Recall Plan Per Nbr Person Number Patient Information Acct Nbr Account Number Account Profile Addr 1 Address 1 Patient Information Addr 2 Address 2 Patient Information City City Patient Information State State Patient Information Zip Zip Code Patient Information County County Patient Information Country Country Patient Information Contact Pref Contact Preferences Patient Information Birth Dt Birth Date Patient Information Pat Age Patient Age Patient Information Hm Phone Home Phone Patient Information Hm Phone Pos Home Phone Position Patient Information Hm Phone Comment Home Phone Comment Patient Information Day Phone Day Phone Patient Information Day Phone Pos Day Phone Position

Help Guide for NextGen® Enterprise PM 8

Patient Recall Window

To view only active recalls for the patient, select the Show Active Recall Plans Only check box. This check box is selected by default. To view all recalls for the patient, active and stopped, deselect the Show Active Recall Plans Only check box. Note: When accessing the Patient Recall window to view recalls from the Appointment Book, Appointment List/Lookup, or Chart > Encounters tab, if no recall plans exist for the patient, the Recall Plan Maintenance window opens instead. A new recall can be entered for the patient, if needed. The Patient Recall window displays the following information in column format for each recall listed. Fields indicated with double asterisks (**) do not display when viewing recalls from the Add/Edit Appointment > Recall/Waitlist tab or the Chart > Clinical History/Notes tab. Field Description Recall Plan Recall plan name. Date Added The date the patient's recall was added. End Date ** The date the patient's recall was stopped, either automatically by the sys

Help Guide for NextGen® Enterprise PM 8

Wait List Report Columns

The following columns are available on the Wait List report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the patient's wait list item Pat Name Patient Name Patient Information Per Nbr Person Number Patient Information Status Patient Status Patient Information > Status Addr 1 Address Line 1 Patient Information Addr 2 Address Line 2 Patient Information City, State, Zip City, State, Zip Patient Information County County Patient Information Hm Phone Home Phone Patient Information Day Phone Day Phone Patient Information Cont Pref Contact Preference Patient Information Cont Pref Val Contact Preference Indicator Patient Information Event Event Patient Waitlist Item Loc Name Service Location Name Patient Waitlist Item Res Name Resource Name Patient Waitlist Item Begin Dt Beginning Date Patient Waitlist Item End Dt Ending Date Patient Waitlist Item Beg Tm Beginning Time Patient Waitlist Item End Tm Ending Time Patient Waitlist Item Dur Duration P

Recall Plan Export Header Field Indicators

Recommendations

Appointment Reminders Export Header Field Indicators

Budget Letters Export Header Field Indicators

Collection Letters Export Header Field Indicators

Patient Recall Report Columns

Patient Recall Window

Wait List Report Columns

Appointment Reminders Export Header Field Indicators

Budget Letters Export Header Field Indicators

Collection Letters Export Header Field Indicators

Patient Recall Report Columns

Patient Recall Window

Wait List Report Columns