Patient Chart > Encounters Tab
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 displays existing recalls for the patient.
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Help Guide for NextGen® Enterprise PM 8
Appointment Lookup Window
From 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, select the patient’s appointment. Right-click and select Recall. The Patient Recall window displays existing recalls for the patient. Parent topic: Print an Individual Recall Letter
Help Guide for NextGen® Enterprise PM 8
Appointment Book
From the Appointment Book, select the patient’s appointment. Right-click and select Recall. The Patient Recall window displays existing recalls for the patient. Parent topic: Print an Individual Recall Letter
Help Guide for NextGen® Enterprise PM 8
View a Recall Plan from the Patient Chart > Encounters Tab
Access the patient’s Chart. Select the Encounters tab. Right-click on any encounter 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
View a Recall Plan from the Patient Chart > Clinical History/Notes Tab
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
Help Guide for NextGen® Enterprise PM 8
Patient Chart > Encounters Tab
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 Manually
Help Guide for NextGen® Enterprise PM 8
Patient Chart > Clinical History/Notes Tab
Access the Patient 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. Select the recall to be stopped. Right-click and select Stop. Parent topic: Stop a Recall Manually
