Patient Recall Report
The Patient Recall report displays patients that have one or more recall plans in NextGen® Enterprise PM. The report includes detailed plan information including letter dates, appointment dates and basic demographics information.
This report can be used to monitor the effectiveness of recall plans in ensuring patients schedule their return visits. It can also aid in determining if there are recall plans that need to be stopped manually, in cases where no auto discontinue options were selected in the setup of the plan in File Maintenance.
Data on the report can be filtered using options available on the Report Filter window:
- Filter 1 options include the 1st/2nd/3rd Letter Sent dates, Expected Return dates, including Active and/or Inactive Plans, and including or excluding Expired Patients. This filter also includes the first, second, and third dates when the messages were sent to the patient using NextGen® EDI services.
- Filter 2 options include the Between, Equals, Not Equals, Greater Than, Less Than and/or Like filters that can be used with any column available on the report. This filter also includes the dates when the messages were scheduled to be sent as per the recall plan setup in File Maintenance, the actual dates when the messages were sent to the patient using NextGen® EDI services, the methods used to send the message, such as phone, email, and text, and the status of the messages sent.
- Additional filters for Locations, Location Sub-Groups, Practices, Recall Plans and Resources are also available.
To access the report in NextGen® Enterprise PM, select the Reports menu and select General and then select Patient Recall.