Modify Recall Plan

Help Guide for NextGen® Enterprise PM 8

Modify a Recall Plan from the Appointment Lookup Window

On the main toolbar, select the Appointments 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. Select the recall to be modified, and then do one of the following: Select the Open Menu button and select Open from the menu. Right-click and select Open from the menu. Select the Open button. The Edit Recall Plan window opens. Parent topic: Modify a Recall Plan

Help Guide for NextGen® Enterprise PM 8

Modify 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. 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

Help Guide for NextGen® Enterprise PM 8

Modify 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. Select the recall to be modified, and then do one of the following: Select the Open Menu button and select Open from the menu. Right-click and select Open from the menu. Select the Open button. The Edit Recall Plan window opens. Parent topic: Modify a Recall Plan

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

Help Guide for NextGen® Enterprise PM 8

Modify Recall Plan

You can modify the Return Date and Last Date, fields in the Edit Recall Plan Window. You cannot modify the Recall Plan and Recall Every fields. You can modify the Event, Resource, and Location fields if you have previously selected the Allow Override option in the Recall Plan window in File Maintenance. In the Edit Recall Pan window, when you select the Messaging Info button to check the messaging information of the recall plan, the Recall Plan Message Information window opens showing the following details: Return date Contact sequence Message schedule date Message sent date Message sent method Message result Note: You can sort the columns in the Recall Plan Message Information window and also see upto 18 messages at a time. Parent topic: Modify a Recall Plan

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

Modify Recall Plan

Recommendations

Modify a Recall Plan from the Appointment Lookup Window

Modify a Recall Plan from the Add/Edit Appointment Window

Modify a Recall Plan from the Appointment Book

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

Modify Recall Plan

Modify a Recall Plan

Modify Recall Plan

Modify a Recall Plan from the Appointment Lookup Window

Modify a Recall Plan from the Add/Edit Appointment Window

Modify a Recall Plan from the Appointment Book

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

Modify Recall Plan

Modify a Recall Plan