Set Up Recall Plans

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

File Maintenance Help for NextGen® Enterprise 8

Recall Plans Window Field Descriptions

You can use the fields described in the following table to configure your recall plan. Field Description Recall Plan Enter a name for the recall plan. Patient expected to return in… Enter the number of days in which the patient is expected to return by using the arrows. Select the recall period from the list. You can choose Day(s), Week(s), Month(s), or Year(s). Note: When you update the number of days in this field, the application gives you an opportunity to update any existing recall plans that use this master plan. If you choose Day(s) for the recall period, you can enter up to 5000 in the counter. If you exceed 5000 days, the value automatically gets rounded off to 5000. If you choose Week(s), Month(s), or Year(s), you can enter up to 99 in the counter. If you exceed 99, a message appears. Default Event Select the default event that is specific to the recall plan. This information will be the default event in the Recall Plan Maintenance window. Default Resource Select the default

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

Add a Recall Plan from the Add/Edit Appointment Window

From the Appointment Book, open the patient’s appointment. The Edit Appointment window opens. Select the Recall/Waitlist tab. In the Recalls section of the tab, right-click and select Recall from the menu. The Recall Plan Maintenance window opens. Parent topic: Add a New Recall Plan

Help Guide for NextGen® Enterprise PM 8

Add a Recall Plan from the Appointment Book

From the Appointment Book, highlight the patient’s appointment. Right-click on the appointment and select Recall from the menu. The Recall Plan Maintenance window opens. Parent topic: Add a New Recall Plan

Help Guide for NextGen® Enterprise PM 8

Add a Recall Plan from the Appointment Lookup Window

On the main toolbar, select the ApptList button. The Appointment Lookup window opens. Enter the appropriate Search Criteria to locate an appointment for the patient. Select Find. In the Appointment List section, right-click on the patient’s appointment and select Recall from the menu. The Recall Plan Maintenance window open. Parent topic: Add a New Recall Plan

Set Up Recall Plans

Recommendations

Recall Plans

Recall Plans Window Field Descriptions

Recall Plan Master Report

Add a Recall Plan from the Add/Edit Appointment Window

Add a Recall Plan from the Appointment Book

Add a Recall Plan from the Appointment Lookup Window

Recall Plans

Recall Plans Window Field Descriptions

Recall Plan Master Report

Add a Recall Plan from the Add/Edit Appointment Window

Add a Recall Plan from the Appointment Book

Add a Recall Plan from the Appointment Lookup Window