Modify a 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

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

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

Modify 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 Patient Recall window displays existing recalls for the patient. Select the recall to be modified, and then do one of the following: Select the Open Menu button and select Open from the menu. Right-click and select Open from the menu. Select the Open button. The Edit Recall Plan window opens. Parent topic: Modify a Recall Plan

Help Guide for NextGen® Enterprise PM 8

Modify 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. Select the recall to be modified, and then do one of the following: Select the Open Menu button and select Open from the menu. Right-click and select Open from the menu. Select the Open button. The Edit Recall Plan window opens. Parent topic: Modify a Recall Plan

Modify a Recall Plan

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View Recall Plans

Add a New Recall Plan

Recall Plan Significant Events

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Modify a Recall Plan from the Appointment Book

Modify a Recall Plan from the Appointment Lookup Window

View Recall Plans

Add a New Recall Plan

Recall Plan Significant Events

Recall Plans

Modify a Recall Plan from the Appointment Book

Modify a Recall Plan from the Appointment Lookup Window

Modify a Recall Plan