Recall/Waitlist Tab

The Recall/Waitlist tab on the Add Appointment window displays active recall plans, follow-ups, and wait list items for the patient.

The Recalls section displays recall information including the recall plan name, date added, last date, return date, event, resource, location, and letter mailing dates. This section also displays the dates scheduled to send messages as per the recall plan setup in File Maintenance; and the actual dates of sending the messages to the patient using NextGen® EDI services.

The Follow Ups section displays information from NextGen® Enterprise EHR including follow-up description, reason, and time frame. Information from NextGen® Enterprise PM includes appointment date and time.

The Waitlist section displays wait list information including begin date/time, end date/time, event, resource, location and status.

A blue push pin icon displays on the tab if the patient has an active recall, follow-up, or waitlist appointment. Users can resize and rearrange the columns in each section to suit their preferences.

To add a recall or a waitlist appointment for the patient, right-click in the applicable section and select New from the menu.