Add a New Recall Plan

Help Guide for NextGen® Enterprise PM 8

View Recall Plans

A patient’s existing Recall Plan(s) can be viewed from the following areas in NextGen® Enterprise PM: Appointment Book Add/Edit Appointment window > Recall/Waitlist tab Appointment List/Lookup Chart > Patient Information Bar > Recall Plans button Chart > Clinical History/Notes tab Chart > Encounters tab Checkin / Checkout AutoFlow Sequence > Patient Recall View a Recall Plan from the Appointment Book View a Recall Plan from the Add/Edit Appointment Window View a Recall Plan from the Appointment Lookup Window View a Recall Plan from the Patient Chart > Patient Information Bar View a Recall Plan from the Patient Chart > Clinical History/Notes Tab View a Recall Plan from the Patient Chart > Encounters Tab Patient Recall Window Parent topic: Recall Plans

Help Guide for NextGen® Enterprise PM 8

Modify a Recall Plan

A patient’s existing Recall Plan can be modified from the following areas in NextGen® Enterprise PM: Appointment Book Add/Edit Appointment window > Recall/Waitlist tab Appointment List/Lookup Chart > Patient Information Bar > Recall Plans button Chart > Clinical History/Notes tab Chart > Encounters tab Checkin / Checkout AutoFlow Sequence > Patient Recall Note: If a patient’s recall plan has been stopped, ether automatically by the system or manually by a user, it cannot be modified. Modify a Recall Plan from the Appointment Book Modify a Recall Plan from the Add/Edit Appointment Window Modify a Recall Plan from the Appointment Lookup Window Modify a Recall Plan from the Patient Chart > Patient Information Bar > Recall Plans Button Modify Recall Plan You can send the recall plan messages from the Edit Recall Plan Window. View 'Created By' and 'Modified By' Information for a Recall Plan Parent topic: Recall Plans

Help Guide for NextGen® Enterprise PM 8

Create a Task for a Recall Plan

Access the Edit Recall Plan window for the desired patient. Select the Create Tasks button and select one of the following: EHR Task PM Task NextGen Enterprise EHR Task NextGen Enterprise PM Task Parent topic: Recall Plans

Help Guide for NextGen® Enterprise PM 8

Recall Plan Significant Events

Significant Events for recall plans are enabled or disabled from the Admin > Preferences > Significant Events menu in NextGen® Enterprise PM. When enabled, a message is recorded in the Patient Chart > Clinical History/Notes tab > History topic when the event occurs. Significant Events for Recall Plans include the following: Recall Notification Sent To Home Address Recall Notification Sent To Patient Portal And Home Address Recall Notification Voice Reminder Sent Recall Plan Added Recall Plan Stopped Recall Plan Updated Recall Print Date Reset The Recall Notification Sent To significant events create a record in the patient’s chart when a recall letter is printed/exported. The Recall Plan significant events create a record in the patient’s chart when a recall plan is added, updated, or stopped. The Recall Print Date Reset significant event creates records in patient charts when the Print Date is reset for a batch of recall letters in order to reprint/export the batch. View Recall Plan S

Help Guide for NextGen® Enterprise PM 8

Recall Plans

In cases where a patient requires a future follow-up appointment and that appointment cannot be scheduled now, a Recall Plan can be entered for the patient instead. For example, a patient that was seen by a provider today to have a specific test performed may need to return next year to have the test performed again. Recalls are used in NextGen® Enterprise PM as a mechanism of sending one or more letters to the patient reminding them that they are due to return to the practice for a particular type of appointment. Recall Plans are set up in File Maintenance > PM Practice Master Files. The set up for each recall plan defines the number of days within which patients are expected to return. The return event, resource and location can be defined for each recall plan, as well as the number and frequency of reminder letters to be sent to patients. Reference: For information on setting up Recall Plans in File Maintenance, refer to the File Maintenance Master Files Guide for NextGen Enterprise

Help Guide for NextGen® Enterprise PM 8

Add or Update Recall Plans from Reports

Recall Plans for patients can be added or updated in batch mode from the following reports in NextGen® Enterprise PM: General > Patient Recall General > Patient Chart Demographics General > Patient Chart Demographics with Providers Daily > Charges Daily > Charges By Current User Patients listed on the report that do not have an active recall of the selected type will get a new recall plan added. Patients listed on the report that do have an active recall of the selected type will get their existing recall plan updated. Note: Each patient listed on the report is counted as a single “source”. Therefore, if a patient is listed twice on the report, the number of “sources” displayed in the prompts below will be less than number shown on the report. From the Reports menu, select one of the above reports. The Report Filter window opens. Filter the report to include the desired patient population and select OK. The Report Preview window opens. On the report toolbar, select the New Recall Plan

Add a New Recall Plan

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View Recall Plans

Modify a Recall Plan

Create a Task for a Recall Plan

Recall Plan Significant Events

Recall Plans

Add or Update Recall Plans from Reports

View Recall Plans

Modify a Recall Plan

Create a Task for a Recall Plan

Recall Plan Significant Events

Recall Plans

Add or Update Recall Plans from Reports

Add a New Recall Plan