Reminders Tab

Help Guide for NextGen® Enterprise PM 8

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

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

NextGen® Enterprise EHR Help

Add Patient Preferences for NextGen® EDI Messaging

The EDI Messaging window is available only to practices that have an NextGen® EDI license. The options in the reminder fields are determined by your system administrator. In the EDI Messaging window, you can specify how the patient wants to receive reminders. NextGen® EDI services use the NextGen® EDI Console to create and send reminders to the patient. From the main toolbar in NextGen® Enterprise PM, select Lookup. In the People Lookup window, select New. In the Add Person Information window, select the EDI hyperlink. In the EDI Messaging window, select from the Appointment Reminders, Balance Reminders, and Recall Plans lists. Select OK. Select the EDI Notification option. Enter contact info in Email, SMS (Text), or Voice Reminders. Select OK. Parent topic: EDI Messaging

NextGen® Enterprise EHR Help

Add Patient Preferences for EDI Messaging

The EDI Messaging window is only available to practices that have an EDI license. The options in the reminders fields are determined by your system administrator. Use this window to identify how the patient wants to receive reminders. NextGen EDI services uses the NextGen EDI Console to create and send the reminders to the patient. Open the Add/Modify Person/Patient Information window for the applicable person/patient. Select the hyperlink. The EDI Messaging window opens. On the EDI Messaging window do the following and then select OK. In the Appointment Reminders field, select one or more of the following: Opt Out Email SMS (Text) Voice Reminders In the Balance Reminders field, select one or more of the following: Opt Out Email SMS (Text) Voice Reminders In the Recall Plans field, select one or more of the following: Opt Out Email SMS (Text) Voice Reminders Select the EDI Notification option button. If the patient specified EDI messaging by any of the following methods, enter the pref

Help Guide for NextGen® Enterprise PM 8

Add Patient Preferences for EDI Messaging

The EDI Messaging window is only available to practices that have an EDI license. The options in the reminders fields are determined by your system administrator. Use this window to identify how the patient wants to receive reminders. NextGen EDI services uses the NextGen EDI Console to create and send the reminders to the patient. Open the Add/Modify Person/Patient Information window for the applicable person/patient. Select the hyperlink. The EDI Messaging window opens. On the EDI Messaging window do the following and then select OK. In the Appointment Reminders field, select one or more of the following: Opt Out Email SMS (Text) Voice Reminders In the Balance Reminders field, select one or more of the following: Opt Out Email SMS (Text) Voice Reminders In the Recall Plans field, select one or more of the following: Opt Out Email SMS (Text) Voice Reminders Select the EDI Notification option button. If the patient specified EDI messaging by any of the following methods, enter the pref

Help Guide for NextGen® Enterprise PM 8

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

Reminders Tab

Recommendations

Recall/Waitlist Tab

Reminders Tab

Add Patient Preferences for NextGen® EDI Messaging

Add Patient Preferences for EDI Messaging

Add Patient Preferences for EDI Messaging

Recall/Waitlist Tab

Reminders Tab

Recall/Waitlist Tab

Reminders Tab

Add Patient Preferences for NextGen® EDI Messaging

Add Patient Preferences for EDI Messaging

Add Patient Preferences for EDI Messaging

Recall/Waitlist Tab