Appointment Lookup Window

Help Guide for NextGen® Enterprise PM 8

Appointment Book

From the Appointment Book, select the patient’s appointment. Right-click and select Recall. The Patient Recall window displays existing recalls for the patient. Parent topic: Print an Individual Recall Letter

Help Guide for NextGen® Enterprise PM 8

Patient Chart > Encounters Tab

Access the Patient Chart. Select the Encounters tab. In the Encounters list on the left, select any encounter. Right-click and select Recall. The Patient Recall window displays existing recalls for the patient. Parent topic: Print an Individual Recall Letter

Help Guide for NextGen® Enterprise PM 8

Patient Recall Window

Access the Patient Recall window. Select the recall plan for which a letter is to be printed. Do one of the following: Select the Open Menu button and select Print. Right-click and select Print. Select the Letters button and select Print. Note: The availability of the 1st Letter, 2nd Letter, 3rd Letter and Mailing Labels options from the Print menu is dependent on the Recall Letters settings for the recall plan in File Maintenance. For example, if only the 1st Letter and Mailing Labels options are selected in File Maintenance, then the 2nd Letter and 3rd Letter menu options are unavailable when a demand is printed for the recall plan. From the Print menu, select one of the following: 1st Letter 2nd Letter 3rd Letter Mailing Labels The Letter Preview window opens. To print the letter, select the Print Dialog button or the Quick Print button on the letter preview toolbar. To close the Letter Preview window, select the Close Preview button on the letter preview toolbar. The following prom

Help Guide for NextGen® Enterprise PM 8

View 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 Patient Recall window displays existing recalls for the patient. Parent topic: View Recall Plans

Help Guide for NextGen® Enterprise PM 8

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. The Patient Recall window opens. Select the recall to be stopped. Do one of the following: Select the Open Menu button and select Stop. Right-click and select Stop. Select the Stop button. Parent topic: Stop a Recall Manually

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

Appointment Lookup Window

Recommendations

Appointment Book

Patient Chart > Encounters Tab

Patient Recall Window

View a Recall Plan from the Appointment Lookup Window

Appointment Lookup Window

Add a Recall Plan from the Appointment Lookup Window

Appointment Book

Patient Chart > Encounters Tab

Patient Recall Window

View a Recall Plan from the Appointment Lookup Window

Appointment Lookup Window

Add a Recall Plan from the Appointment Lookup Window