View a Recall Plan from the Patient Chart

Help Guide for NextGen® Enterprise PM 8

View a Recall Plan from the Patient Chart > Encounters Tab

Access the patient’s Chart. Select the Encounters tab. Right-click on any encounter and select Recall from the menu. The Patient Recall window displays existing recalls for the patient. Parent topic: View Recall Plans

Help Guide for NextGen® Enterprise PM 8

View a Recall Plan from the Patient Chart > Clinical History/Notes Tab

Access the patient’s Chart. Select the Clinical History/Notes tab. Select the Recall topic on the left. The section on the right displays existing recalls for the patient. Parent topic: View Recall Plans

Help Guide for NextGen® Enterprise PM 8

View a Recall Plan from the Add/Edit Appointment Window

From the Appointment Book, open the patient’s appointment. The Edit Appointment window opens. Select the Recall/Waitlist tab The Recalls section of the tab displays existing recalls for the patient. Parent topic: View Recall Plans

Help Guide for NextGen® Enterprise PM 8

View a Recall Plan from the Appointment Book

From the Appointment Book, highlight the patient’s appointment. Right-click on the appointment and select Recall from the menu. The Patient Recall window displays existing recalls for the patient. Parent topic: View Recall Plans

Help Guide for NextGen® Enterprise PM 8

View a Recall Plan from the Appointment Lookup Window

On the main toolbar, select the ApptList button. The Appointment Lookup window opens. Enter the appropriate Search Criteria to locate an appointment for the patient. Select Find. In the Appointment List section, right-click on the patient’s appointment and select Recall from the menu. The Patient Recall window displays existing recalls for the patient. Parent topic: View Recall Plans

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

View a Recall Plan from the Patient Chart > Patient Information Bar

Recommendations

View a Recall Plan from the Patient Chart > Encounters Tab

View a Recall Plan from the Patient Chart > Clinical History/Notes Tab

View a Recall Plan from the Add/Edit Appointment Window

View a Recall Plan from the Appointment Book

View a Recall Plan from the Appointment Lookup Window

Patient Recall Window

View a Recall Plan from the Patient Chart > Encounters Tab

View a Recall Plan from the Patient Chart > Clinical History/Notes Tab

View a Recall Plan from the Add/Edit Appointment Window

View a Recall Plan from the Appointment Book

View a Recall Plan from the Appointment Lookup Window

Patient Recall Window