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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.
Modify a Recall Plan from the Appointment Lookup Window
Help Guide for NextGen® Enterprise PM 8
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. Parent topic: Modify a Recall Plan
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 Appointments 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
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
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
Add a Recall Plan from the Appointment Lookup Window
On the main toolbar, select the Appointments 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
