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
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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
Add a New Recall Plan
A patient can be placed on a Recall Plan 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 Check-in / Check-out AutoFlow Sequence > Patient Recall Add a Duplicate Recall Plan Add or Update Recall Plans from Reports Add a Recall Plan from the Appointment Book Add a Recall Plan from the Add/Edit Appointment Window Add a Recall Plan from the Appointment Lookup 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
NextGen® Enterprise EHR Task
On the Add EHR Task window, do the following: In the Priority field, select one of the following. This field is required. High Low Normal In the Due Date field, enter the date on which the task must be completed. This field is required. Note: The default is today's date, or the current system date. In the Subject field, enter a free-text subject for the task. This field is required. In the Assigned To field, do one of the following. This field is required. Select one or more Users or Task Workgroups for the task. Pres the Ctrl and M keys on the keyboard to assign the task to yourself. In the Details field, enter additional free-text details for the task. This field is required. Enter the Ctrl, Shift and D keys on the keyboard to add a signature line that includes your name and the current date and time. To save changes and close the window, select OK. The task is created and assigned to the selected users. They can access the task from the Workflow module in NextGen® Enterprise EHR. To
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
Creating Tasks for NextGen® Enterprise
You can generate tasks to be sent to users in NextGen® Enterprise from within NextGen® Enterprise PM in the following areas: Patient Chart > Encounters tab: Right-click an encounter and select EHR Tasks from the menu. Patient Chart > Clinical History/Notes tab > Tasks topic: Right-click and select New EHR Tasks from the menu. Encounter Lookup: Right-click an encounter and select EHR Tasks from the menu. Tasks menu > Create EHR Task After the new task is sent to NextGen® Enterprise, it no longer displays in NextGen® Enterprise PM. The tasks can be viewed only within NextGen® Enterprise. Parent topic: Creating Tasks
