Patient Chart > Patient Information Bar

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

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

Appointment Book

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 Manually

Help Guide for NextGen® Enterprise PM 8

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. 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 Manually

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

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

Patient Chart > Patient Information Bar

Recommendations

Patient Chart > Clinical History/Notes Tab

Patient Chart > Encounters Tab

Appointment Book

Appointment Lookup Window

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

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

Patient Chart > Clinical History/Notes Tab

Patient Chart > Encounters Tab

Appointment Book

Appointment Lookup Window

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

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