Recall Letters

Help Guide for NextGen® Enterprise PM 8

Recall Plan Significant Events

Significant Events for recall plans are enabled or disabled from the Admin > Preferences > Significant Events menu in NextGen® Enterprise PM. When enabled, a message is recorded in the Patient Chart > Clinical History/Notes tab > History topic when the event occurs. Significant Events for Recall Plans include the following: Recall Notification Sent To Home Address Recall Notification Sent To Patient Portal And Home Address Recall Notification Voice Reminder Sent Recall Plan Added Recall Plan Stopped Recall Plan Updated Recall Print Date Reset The Recall Notification Sent To significant events create a record in the patient’s chart when a recall letter is printed/exported. The Recall Plan significant events create a record in the patient’s chart when a recall plan is added, updated, or stopped. The Recall Print Date Reset significant event creates records in patient charts when the Print Date is reset for a batch of recall letters in order to reprint/export the batch. View Recall Plan S

Help Guide for NextGen® Enterprise PM 8

Recall Letters

Recall letters are the mechanism used in NextGen® Enterprise PM to remind patients with an active recall plan that they are due to return to the practice for a particular type of appointment. The frequency of letters is determined by the setup in File Maintenance. Letters are created in the Letters master file for each practice. The letters are then linked to specific recalls in the Recall Plans master file. You can print a single recall letter for an individual patient on demand, or you can print multiple letters in a batch for all patients that qualify for a letter. Note: Recall letters can be created in File Maintenance in multiple languages and then printed in NextGen® Enterprise PM based on the Correspondence Language selected in the patient's demographics. For more information, refer to the Letters in Languages Other than English section in the Practice Workflow User Guide for NextGen® Enterprise PM . Print an Individual Recall Letter Print or Export Batch Recall Letters Exportin

Help Guide for NextGen® Enterprise PM 8

Recall Plans

In cases where a patient requires a future follow-up appointment and that appointment cannot be scheduled now, a Recall Plan can be entered for the patient instead. For example, a patient that was seen by a provider today to have a specific test performed may need to return next year to have the test performed again. Recalls are used in NextGen® Enterprise PM as a mechanism of sending one or more letters to the patient reminding them that they are due to return to the practice for a particular type of appointment. Recall Plans are set up in File Maintenance > PM Practice Master Files. The set up for each recall plan defines the number of days within which patients are expected to return. The return event, resource and location can be defined for each recall plan, as well as the number and frequency of reminder letters to be sent to patients. Reference: For information on setting up Recall Plans in File Maintenance, refer to the File Maintenance Master Files Guide for NextGen Enterprise

Help Guide for NextGen® Enterprise PM 8

Appointment Reminder Letters

Appointment Reminder letters are the mechanism used in NextGen® Enterprise PM to remind patients of their upcoming scheduled appointment. The type of letter generated is determined by the setup in File Maintenance. Letters are created in the Letters master file for each practice. The letters are then linked to specific Locations, Resources or Events in the Appointment Reminders master file. A Default Appt Reminder letter is selected in Practice Preferences > Appt Scheduling. You can print a single appointment reminder letter for an individual patient on demand, or you can print multiple letters in a batch for all patients that qualify for a letter. Note: Appointment reminder letters can be created in File Maintenance in multiple languages and then printed in NextGen® Enterprise PM based on the Correspondence Language selected in the patient's demographics. For more information, refer to the Letters in Languages Other than English section in the Practice Workflow User Guide for NextGen®

Help Guide for NextGen® Enterprise PM 8

Appointment Reminder Letters

Appointment Reminder letters are the mechanism used in NextGen® Enterprise PM to remind patients of their upcoming scheduled appointment. The type of letter generated is determined by the setup in File Maintenance. Letters are created in the Letters master file for each practice. The letters are then linked to specific Locations, Resources or Events in the Appointment Reminders master file. A Default Appt Reminder letter is selected in Practice Preferences > Appt Scheduling. You can print a single appointment reminder letter for an individual patient on demand, or you can print multiple letters in a batch for all patients that qualify for a letter. Note: Appointment reminder letters can be created in File Maintenance in multiple languages and then printed in NextGen® Enterprise PM based on the Correspondence Language selected in the patient's demographics. For more information, refer to the Letters in Languages Other than English section in the Practice Workflow User Guide for NextGen®

Help Guide for NextGen® Enterprise PM 8

Print an Individual Recall Letter

An individual Recall Letter can be printed on demand for a patient from the following areas in NextGen® Enterprise PM: Appointment Book Appointment Lookup Window Patient Chart > Encounters Tab Checkin / Checkout AutoFlow Sequence > Patient Recall Note: Printing an individual recall letter on demand does not update the 1st/2nd/3rd Mailing Date for the recall in the patient's chart. Mailing dates are updated only if a letter is printed or exported in batch mode from the File > Print Forms > Letters > Recall Letters menu. Appointment Book Appointment Lookup Window Patient Chart > Encounters Tab Patient Recall Window Parent topic: Recall Letters

Recall Letters

Recommendations

Recall Plan Significant Events

Recall Letters

Recall Plans

Appointment Reminder Letters

Appointment Reminder Letters

Print an Individual Recall Letter

Recall Letters

Recall Plan Significant Events

Recall Letters

Recall Plans

Appointment Reminder Letters

Appointment Reminder Letters

Print an Individual Recall Letter