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 Patient Chart > Patient Information Bar

Note: The Show Patient Information Bar check box must be enabled in Practice Preferences > Patient Information Bar > PM tab, and in General User Preferences > Chart tab. Access the patient’s Chart. On the Patient Information Bar, do one of the following: To view Recall Plan, Start Date, Return Date and Event for active recalls, hover over the Recall Plans button. To access all recalls for the patient, select the Recall Plans button. The Chart > Clinical History/Notes > Recall topic opens. The section on the right displays existing recalls for the patient. Parent topic: View Recall Plans

Help Guide for NextGen® Enterprise PM 8

Modify a Recall Plan from the Patient Chart > Patient Information Bar > Recall Plans Button

Note: The Show Patient Information Bar check box must be enabled in Practice Preferences > Patient Information Bar > PM tab, and in General User Preferences > Chart tab. Access the patient’s Chart. On the Patient Information Bar, select the Recall Plans button. The Chart > Clinical History/Notes tab > Recall topic displays. The section on the right displays existing recalls for the patient. Right-click on the recall to be modified and select Open from the menu. The Edit Recall Plan window opens. Parent topic: Modify a Recall Plan

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 Patient Chart > Patient Information Bar

Modify a Recall Plan from the Patient Chart > Patient Information Bar > Recall Plans Button

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 Patient Chart > Patient Information Bar

Modify a Recall Plan from the Patient Chart > Patient Information Bar > Recall Plans Button