Add a Patient Recall

Click Add to open the Patient Recalls template.
Click When or Date field to select an interval or a specific date.
Click Appointment Type and select a type of appointment from the list.
Click Reason and select the reason for scheduling the appointment.
Enter any Comments.
Select the Sign off check box.
The system populates the Completed by and Date fields with current user logged onto the systems and the current date.
The Tickler Dept Use Only section allows you to use the recall plan as a tickler file to send out reminder notices to patients. After you select the required recall plan details from the fields in the Tickler Dept Use Only section, click the Update PM button. The recall plans updates in the NextGen® Enterprise PM chart.

Note: A patient must have a NextGen® Enterprise PM chart before you can use a Recall plan. You must create the Recall plan in File Maintenance and the Event in the NextGen® Enterprise PM.
Click Save and then click Close.
Any future appointments entered in the NextGen® Enterprise PM appear in the Patient Future Appointments grid.