You can add a patient name to a recall list from the PAQ. The recall list is used to remind a patient about an upcoming appointment or to fix an appointment in the future.
- Open the Workflow module.
- Select the Provider Approval Queue tab.
- In the Pending tab, select a patient from the list.
- Do one of the following:
- Select Recall in the Workflow toolbar.
- Right-click the selected patient, and then select Recall.
The
Add Recall window opens.
- Select a recall plan from the Recall Plans list.
- Select a date in Return Date.
- Enter a brief description for the recall in the Note.
- Select OK.
A confirmation message appears at the bottom of the viewing pane stating that the patient was added to the recall list. The information is shared with NextGen® Enterprise PM.
