Recall window settings

Button	Description
Clear	Select to clear the Search Criteria entered.
Find	Select to display a listing of patient recall plans matching the Search Criteria entered that have qualified for a recall letter.
Update Dates	Select after printing or exporting recall letters to update each patient's recall plan with a 1st Mailing Date, 2nd Mailing Date, or 3rd Mailing Date.
Mailing Labels	Select to print a Label Template for recall letters listed with a green checkmark indicator in the Labels column.
Preview	Select to preview the selected recall letters on the screen prior to printing/exporting them.
Print	Select to print the selected recall letters to paper.
Export	Select to export the selected recall letters to an ASCII formatted file that will be sent to a third-party vendor for processing (printing and mailing).
Reset	Select to reset the print date so a batch of recall letters from a specific date can be reprinted.
Close	Select to close the Recall Letters window.

Help Guide for NextGen® Enterprise PM 8

Reset Print Dates for Batch Recall Letters

When a batch of recall letters is printed or exported and the Update Dates button is selected, each patient’s recall plan is updated with a 1st Mailing Date, 2nd Mailing Date or 3rd Mailing Date. At that point, all recall plans in the batch no longer qualify for a letter. There may be situations where a batch of recall letters needs to be reprinted. For example, a batch was printed in error, there was a printer or paper problem, or there was an issue with the export file. If it is necessary to reprint a batch of letters, the print date must be reset, or cleared, so the recall plans in the original batch will again qualify for a letter. From the File menu, select Print Forms, then Letters, and then Recall Letters. The Recall Letters window opens. Select the Reset button. Note: The user must have access rights to Reset Print Dates in System Administrator. Otherwise the Reset button is grayed out and unavailable. The Reset Print Dates window opens. Select the Date the recall letters were

Help Guide for NextGen® Enterprise PM 8

Print or Export Batch Recall Letters

Patients with recalls qualify for letters based on their expected Return Date and the Send 1st/2nd/3rd Letter n Days Prior setting for their Recall Plan in File Maintenance. For example, if a patient’s expected return date is 06/01/2016 and the recall plan is set up to generate the first letter 45 day prior, the patient qualifies and is added to a letter queue on 04/17/2016. Other patients may qualify and be added to the letter queue on a daily basis. Because of this, recall letters should be monitored and printed/exported regularly. The number of recall letters in the queue can be monitored from the Letters section on the Advisor window in NextGen® Enterprise PM. From the File menu, select Print Forms, then Letters, and then Recall Letters. The Recall Letters window opens. In the Recall Plan field, select the recall plans for which letters are to be printed/exported. Or leave blank to include all recall plans. In the Location field, select the locations for which letters are to be pri

Help Guide for NextGen® Enterprise PM 8

Appointment Reminder window options

Button Description Clear Select to clear the Search Criteria entered. Find Select to display a listing of patient appointments matching the Search Criteria entered that have qualified for an appointment reminder letter. Update Dates Select after printing or exporting appointment reminder letters to update each patient's chart with a letter date and time. Export Select to export the selected appointment reminder letters to an ASCII formatted file that will be sent to a third-party vendor for processing (printing and mailing). Preview Select to preview the selected appointment reminder letters on the screen prior to printing/exporting them. Print Select to print the selected appointment reminder letters to paper. Reset Select to reset the print date so a batch of appointment reminder letters from a specific date can be reprinted. Close Select to close the Appointment Reminders window. Parent topic: Print or Export Batch Appointment Reminder Letters

Help Guide for NextGen® Enterprise PM 8

Patient Recall Window

Access the Patient Recall window. Select the recall plan for which a letter is to be printed. Do one of the following: Select the Open Menu button and select Print. Right-click and select Print. Select the Letters button and select Print. Note: The availability of the 1st Letter, 2nd Letter, 3rd Letter and Mailing Labels options from the Print menu is dependent on the Recall Letters settings for the recall plan in File Maintenance. For example, if only the 1st Letter and Mailing Labels options are selected in File Maintenance, then the 2nd Letter and 3rd Letter menu options are unavailable when a demand is printed for the recall plan. From the Print menu, select one of the following: 1st Letter 2nd Letter 3rd Letter Mailing Labels The Letter Preview window opens. To print the letter, select the Print Dialog button or the Quick Print button on the letter preview toolbar. To close the Letter Preview window, select the Close Preview button on the letter preview toolbar. The following prom

Help Guide for NextGen® Enterprise PM 8

Patient Recall Window

To view only active recalls for the patient, select the Show Active Recall Plans Only check box. This check box is selected by default. To view all recalls for the patient, active and stopped, deselect the Show Active Recall Plans Only check box. Note: When accessing the Patient Recall window to view recalls from the Appointment Book, Appointment List/Lookup, or Chart > Encounters tab, if no recall plans exist for the patient, the Recall Plan Maintenance window opens instead. A new recall can be entered for the patient, if needed. The Patient Recall window displays the following information in column format for each recall listed. Fields indicated with double asterisks (**) do not display when viewing recalls from the Add/Edit Appointment > Recall/Waitlist tab or the Chart > Clinical History/Notes tab. Field Description Recall Plan Recall plan name. Date Added The date the patient's recall was added. End Date ** The date the patient's recall was stopped, either automatically by the sys

Help Guide for NextGen® Enterprise PM 8

Reset Print Dates for Batch Appointment Reminder Letters

When a batch of appointment reminder letters is printed or exported and the Update Dates button is selected, each patient's chart is updated with the date/time the letter was generated. At that point, all appointments in the batch no longer qualify for a letter. There may be situations where a batch of appointment reminder letters needs to be reprinted. For example, a batch was printed in error, there was a printer or paper problem, or there was an issue with the export file. If it is necessary to reprint a batch of letters, the print date must be reset, or cleared, so the appointments in the original batch will again qualify for a letter. From the File menu, select Print Forms, then Letters, and then Appt Reminders. The Appointment Reminders window opens. Select the Reset button. Note: The user must have access rights to Reset Print Dates in System Administrator. Otherwise the Reset button is grayed out and unavailable. The Reset Print Dates window opens. Select the Date the appointme

Recall window settings

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Reset Print Dates for Batch Appointment Reminder Letters

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Reset Print Dates for Batch Appointment Reminder Letters