Recommendations
Help Guide for NextGen® Enterprise PM 8
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 ManuallyPatient Chart > Patient Information Bar
Help Guide for NextGen® Enterprise PM 8
Access the Patient Chart. Select the Encounters tab. In the Encounters list on the left, select any encounter. Right-click and select Recall. The Patient Recall window opens. Select the recall to be stopped. Do one of the following: Select the Open Menu button and select Stop from the menu. Right-click and select Stop from the menu. Select the Stop button. The following prompt displays: Do you want to stop the participation in this plan? To stop the patient’s recall plan, select Yes. Select a Reason for Stopping Recall and then select OK. Note: The Reason for Stopping Recall window displays only if the Prompt for a reason when a Recall Plan is stopped option is enabled in Practice Preferences > Chart. Recall Plan Stop Reasons are created in File Maintenance > Master Lists. Parent topic: Stop a Recall ManuallyPatient Chart > Encounters Tab
Help Guide for NextGen® Enterprise PM 8
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. The Patient Recall window opens. Select the recall to be stopped. Do one of the following: Select the Open Menu button and select Stop. Right-click and select Stop. Select the Stop button. Parent topic: Stop a Recall ManuallyAppointment Lookup Window
Help Guide for NextGen® Enterprise PM 8
From the Appointment Book, select the patient’s appointment. Right-click and select Recall. The Patient Recall window opens. Select the recall to be stopped. Do one of the following: Select the Open Menu button and select Stop. Right-click and select Stop. Select the Stop button. Parent topic: Stop a Recall ManuallyAppointment Book
Help Guide for NextGen® Enterprise PM 8
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, select the recall to be stopped. Right-click and select Stop. Parent topic: Stop a Recall ManuallyAdd/Edit Appointment Window
Help Guide for NextGen® Enterprise PM 8
Access the patient’s Chart. Select the Clinical History/Notes tab. Select the Recall topic on the left. The section on the right displays existing recalls for the patient. Parent topic: View Recall Plans