Modify 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.
The
Recalls
section of the tab displays existing recalls for the patient.
Right-click on the recall to be modified and select
Open
from the menu.
The
Edit Recall Plan
window opens.
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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
Help Guide for NextGen® Enterprise PM 8
Modify a Recall Plan from the Patient Chart > Patient Information Bar > Recall Plans Button
Note: The Show Patient Information Bar check box must be enabled in Practice Preferences > Patient Information Bar > PM tab, and in General User Preferences > Chart tab. Access the patient’s Chart. On the Patient Information Bar, select the Recall Plans button. The Chart > Clinical History/Notes tab > Recall topic displays. The section on the right displays existing recalls for the patient. Right-click on the recall to be modified and select Open from the menu. The Edit Recall Plan window opens. Parent topic: Modify a Recall Plan
Help Guide for NextGen® Enterprise PM 8
View 'Created By' and 'Modified By' Information for a Recall Plan
Access the Edit Recall Plan window for the desired patient. Select the Who\When button. The Modification Information window displays the following information: Creator Creation Date & Time Last Modified By Modified Date & Time To close the Modification Information window, select the Close button. To close the Edit Recall Plan window, select the Cancel button. Parent topic: Modify a Recall Plan
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
View 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 The Recalls section of the tab displays existing recalls for the patient. Parent topic: View Recall Plans
