Stop a Recall Manually

Help Guide for NextGen® Enterprise PM 8

Stop Recall Plans from Reports

Recall Plans for patients can be stopped in batch mode from the Patient Recall Report in NextGen® Enterprise PM. From the Reports menu, select General, and then Patient Recall. The NextGen Report Filter window opens. Filter the report to include the desired patient population and then select OK. The Report Preview window opens. On the report toolbar, select the Stop Recall Plan button. The Stop Recall Plans window appears as follows when the Prompt for a reason when a Recall Plan is stopped check box is not enabled in Practice Preferences > Chart. The Stop Recall Plans window appears as follows when the Prompt for a reason when a Recall Plan is stopped check box is enabled in Practice Preferences > Chart: In the Select Plan To Stop field, select one or more recall plans to be stopped. Note: Only those recall plans included on the report are available for selection in this field. In the Select Stop Recall Plan Reason field, select a reason for stopping the recall plan(s). To save change

Help Guide for NextGen® Enterprise PM 8

Stop a Recall Automatically

A patient’s Recall Plan is automatically stopped by the system when all appointment criteria defined on the Recall Plan Maintenance window have been met prior to the patient’s expected return date. In the example below, a patient’s recall for a yearly physical automatically stops when the patient either schedules or keeps an appointment for a Complete Physical Exam (event) with Dr. John Smith (resource) at the Main Office (location) before 07/15/2017 (return date). Whether the recall plan stops when the appointment is scheduled or kept is dependent on the Which appointment status should discontinue participation in this plan? setting in File Maintenance. Kept: The recall plan stops automatically when the appointment is kept. Scheduled: The recall plan stops automatically when the appointment is scheduled. None: The recall plan does not automatically stop. Parent topic: Stopping a Recall Plan

Help Guide for NextGen® Enterprise PM 8

Patient Chart > Encounters Tab

Access the Patient Chart. Select the Encounters tab. In the Encounters list on the left, select any encounter. Right-click and select Recall. The Patient Recall window opens. Select the recall to be stopped. Do one of the following: Select the Open Menu button and select Stop from the menu. Right-click and select Stop from the menu. Select the Stop button. The following prompt displays: Do you want to stop the participation in this plan? To stop the patient’s recall plan, select Yes. Select a Reason for Stopping Recall and then select OK. Note: The Reason for Stopping Recall window displays only if the Prompt for a reason when a Recall Plan is stopped option is enabled in Practice Preferences > Chart. Recall Plan Stop Reasons are created in File Maintenance > Master Lists. Parent topic: Stop a Recall Manually

Help Guide for NextGen® Enterprise PM 8

Stopping a Recall Plan

There are a number of reasons why a patient’s recall should be stopped. For example, when a patient returns to the practice for an appointment that meets their recall plan criteria, the recall is considered successful and should be stopped. Or if a recall plan is entered for a patient in error, it should be stopped. Once a patient’s recall plan is stopped, it can no longer be modified and recall letters will no longer generate for the patient. A patient’s recall plan can be stopped in two ways: Automatically by the system Manually by a user Stop a Recall Automatically Stop a Recall Manually Stop Recall Plans from Reports Parent topic: Recall Plans

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

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

Stop a Recall Manually

Recommendations

Stop Recall Plans from Reports

Stop a Recall Automatically

Patient Chart > Encounters Tab

Stopping a Recall Plan

Modify a Recall Plan

View Recall Plans