Recall Plans

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

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

Modify a Recall Plan

A patient’s existing Recall Plan can be modified from the following areas in NextGen® Enterprise PM: Appointment Book Add/Edit Appointment window > Recall/Waitlist tab Appointment List/Lookup Chart > Patient Information Bar > Recall Plans button Chart > Clinical History/Notes tab Chart > Encounters tab Checkin / Checkout AutoFlow Sequence > Patient Recall Note: If a patient’s recall plan has been stopped, ether automatically by the system or manually by a user, it cannot be modified. Modify a Recall Plan from the Appointment Book Modify a Recall Plan from the Add/Edit Appointment Window Modify a Recall Plan from the Appointment Lookup Window Modify a Recall Plan from the Patient Chart > Patient Information Bar > Recall Plans Button Modify Recall Plan You can send the recall plan messages from the Edit Recall Plan Window. View 'Created By' and 'Modified By' Information for a Recall Plan Parent topic: Recall Plans

Help Guide for NextGen® Enterprise PM 8

Add a New Recall Plan

A patient can be placed on a Recall Plan from the following areas in NextGen® Enterprise PM: Appointment Book Add/Edit Appointment window > Recall/Waitlist tab Appointment List/Lookup Chart > Patient Information Bar > Recall Plans button Chart > Clinical History/Notes tab Chart > Encounters tab Check-in / Check-out AutoFlow Sequence > Patient Recall Add a Duplicate Recall Plan Add or Update Recall Plans from Reports Add a Recall Plan from the Appointment Book Add a Recall Plan from the Add/Edit Appointment Window Add a Recall Plan from the Appointment Lookup Window Parent topic: Recall Plans

Help Guide for NextGen® Enterprise PM 8

View Recall Plans

A patient’s existing Recall Plan(s) can be viewed from the following areas in NextGen® Enterprise PM: Appointment Book Add/Edit Appointment window > Recall/Waitlist tab Appointment List/Lookup Chart > Patient Information Bar > Recall Plans button Chart > Clinical History/Notes tab Chart > Encounters tab Checkin / Checkout AutoFlow Sequence > Patient Recall View a Recall Plan from the Appointment Book View a Recall Plan from the Add/Edit Appointment Window View a Recall Plan from the Appointment Lookup Window View a Recall Plan from the Patient Chart > Patient Information Bar View a Recall Plan from the Patient Chart > Clinical History/Notes Tab View a Recall Plan from the Patient Chart > Encounters Tab Patient Recall Window Parent topic: Recall Plans

Help Guide for NextGen® Enterprise PM 8

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 T

Recall Plans

Recommendations

Recall Plans

Recall Letters

Modify a Recall Plan

Add a New Recall Plan

View Recall Plans

Patient Recall Report

Recall Plans

Recall Plans

Recall Letters

Modify a Recall Plan

Add a New Recall Plan

View Recall Plans

Patient Recall Report