Modify a Recall Plan from the Patient Chart > Patient Information Bar

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 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

View a Recall Plan from the Patient Chart > Patient Information Bar

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, do one of the following: To view Recall Plan, Start Date, Return Date and Event for active recalls, hover over the Recall Plans button. To access all recalls for the patient, select the Recall Plans button. The Chart > Clinical History/Notes > Recall topic opens. The section on the right displays existing recalls for the patient. Parent topic: View Recall Plans

Help Guide for NextGen® Enterprise PM 8

Patient Chart > Patient Information Bar

Note: The Show Patient Information Bar option must be enabled in Practice Preferences > Patient Information Bar > PM tab, and in General User Preferences > Chart tab. Access the Patient Chart. From the Patient Information Bar, select the Recall Plans button. The Clinical History/Notes tab > Recall topic displays. The section on the right displays existing recalls for the patient. Select the recall to be stopped. Right-click and select Stop. Parent topic: Stop a Recall Manually

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

Modify a Recall Plan from the Patient Chart > Patient Information Bar > Recall Plans Button

Recommendations

Modify a Recall Plan from the Add/Edit Appointment Window

Modify a Recall Plan from the Appointment Book

Modify a Recall Plan from the Appointment Lookup Window

View a Recall Plan from the Patient Chart > Patient Information Bar

Patient Chart > Patient Information Bar

Modify a Recall Plan

Modify a Recall Plan from the Add/Edit Appointment Window

Modify a Recall Plan from the Appointment Book

Modify a Recall Plan from the Appointment Lookup Window

View a Recall Plan from the Patient Chart > Patient Information Bar

Patient Chart > Patient Information Bar

Modify a Recall Plan