Recall/Waitlist Tab

Help Guide for NextGen® Enterprise PM 8

Reminders Tab

The Reminders tab on the Add/Edit Appointment window displays appointment reminder information from the NextGen® EDI messaging console. This is useful for practices that are enrolled in and utilizing the appointment reminder services offered by NextGen® EDI. The Reminders tab includes the following information, in column format, for each appointment reminder sent by NextGen® EDI to the patient. Users can resize and rearrange the columns to suit their preferences. Date/Time: The date and time the reminder was sent. Type: Displays Appointment Reminder. Method: The method used for the reminder; Phone, Email, Text. If an active recall plan has multiple methods, they are separated by commas. Results: The results for the reminder. If an active recall plan has multiple results, they are separated by commas. By: Displays EDI Patient Messaging. Note: The Reminders tab displays only if the Show Reminders Tab on Appointment option in Practice Preferences > NextGen EDI Services > NextGen EDI Messa

Help Guide for NextGen® Enterprise PM 8

Update a Followup with Appointment Date and Time

After an appointment is scheduled in NextGen® Enterprise PM for a follow-up that originated in NextGen® Enterprise EHR, the Appt Date and Appt Time on the follow-up can be updated in both applications. Access the Appointment Book in NextGen® Enterprise PM. Open the appointment that was scheduled for the follow-up. The Edit Appointment window opens. Select the Recall/Waitlist tab. In the Follow Ups section, select the follow-up that corresponds to the appointment. Right-click on the follow-up and select Update KBM with PM Appt Date. The followup is updated with the appointment date and time in NextGen® Enterprise PM and NextGen® Enterprise EHR. Note: The appointment must be saved in NextGen® Enterprise PM before the Update KBM with PM Appt Date option is available for selection. A confirmation prompt does not display after selecting the Update KBM with PM Appt Date option. The follow-up is updated immediately in NextGen® Enterprise PM and NextGen® Enterprise EHR. To see the updated Appt

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

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

Recall/Waitlist Tab

Recommendations

Reminders Tab

Update a Followup with Appointment Date and Time

View Recall Plans

Patient Recall Report

Modify a Recall Plan

Add a New Recall Plan

Reminders Tab

Update a Followup with Appointment Date and Time

View Recall Plans

Patient Recall Report

Modify a Recall Plan

Add a New Recall Plan