NextGen Knowledge Center

Document the Disposition for a Follow-Up

  1. In the A/P Details tab, click Follow Up.
    A/P Details

    The Follow-up/Disposition template opens.
  2. In the Disposition section, do one of the following:
    • Click the Disposition field to select an option from the list.
    • Click the top blank row to type a value in the Disposition field.
  3. To indicate the patient does not want to comply, select Refused.
  4. To select an explanation for the disposition, do one of the following:
    • Click the Reason field to select a value.
    • Click the top blank row to type a value in the Reason field.
  5. To indicate a recommended time for the follow-up disposition, do one of the following:
    • Click in the first Timeframe field to select a preset value or click the top row in the list to type your own timeframe.
    • Click in the second Timeframe field to select a month or click the top row in the list to type your own value.
  6. Click Place Order.
  7. Click OK.
    If you click OK without placing an order, a confirmation message appears.
    • To place the order, click Yes.
    • To close the Follow-up/Disposition template without placing the order, click No.