Add Appointment Cancellation Reasons in File Maintenance
Open
File Maintenance
and select
Master Lists
.
On the
Master Lists List
window, select
Appointment Cancellation Reasons
.
Select
Open Menu
and select
New
.
The
Add Cancellation Reason Information
window opens.
In the
Description
field, enter the reason for appointment cancellation, for example, Expired Patient.
Select
OK
.
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NextGen® Enterprise EHR Help
Enable Tracking of Appointment Cancellation Reasons in Practice Preferences
Select Admin > Practice > Preferences. The Practice Preferences window opens. Select Appt Scheduling and then select the check box Track for cancellation reason. The reason for canceling a future appointment is tracked in the system. You must enter a reason for why the appointment is canceled. Select OK. Parent topic: Canceling Future Appointment for Expired Patients
NextGen® Enterprise EHR Help
Canceling Future Appointment for Expired Patients
When canceling future appointments for expired patients, you have the option of tracking the reason for cancelling the appointment based on your practice preference setting. The following procedures provide instructions how to cancel and track future appointments for expired patients. Add Appointment Cancellation Reasons in File Maintenance Enable Tracking of Appointment Cancellation Reasons in Practice Preferences Add Appointment Cancellation Reasons in File Maintenance You can add reasons for canceling appointments for expired patients in File Maintenance Enable Tracking of Appointment Cancellation Reasons in Practice Preferences You can configure the practice preferences to enable tracking the reasons for appointment cancellations for expired patients. Parent topic: Managing an Expired Patient Record
NextGen® Enterprise EHR Help
Add Recall Stop Reasons in File Maintenance
In File Maintenance, open Master Lists. On the Master List List window, select Recall Plan Stop Reasons. To add a recall stop reason, select Open Menu and select New. The Add Recall Stop Reason Information window opens. In the Description field, enter the reason for stopping the recall, for example, Expired Patient. Select OK. Parent topic: Stop Active Recall Setup for Expired Patients
NextGen® Therapy Suite Help 30.3.13.0
Cancel App Tracking Reasons
When scheduling staff cancels a patient’s appointment in NextGen® Enterprise PM, a window opens so they can enter a reason for the cancellation. The reasons for cancellation are set up in File Maintenance. In the Cancel App Tracking Reasons grid, you can select which cancellation reasons should or should not be tracked and displayed on Homepage. Cancel App Tracking Reasons grids on the Appointment Tracking & Evaluation Types Panel The left grid shows all tracked cancel reasons that are built in your File Maintenance application. All reasons in the left grid count as a 'Cancel' and are shown on Homepage by default. To set any of the reasons NOT to not be tracked in the cancel count, select the reason, and then select the right arrow to move it to the Not Tracked Cancel Reason grid. Parent topic: Appointment Tracking & Evaluation Types Panel
NextGen® Enterprise EHR Help
Cancelling Future Appointments for Expired Patients
When expiring a patient, you can stop active recalls and/or cancel future appointments. Depending on how your practice is setup you may be required to enter a reason for stopping a recall and/or cancelling future appointments. Refer to the following sections for instructions for stopping active recalls and cancelling future appointments. Access the Modify Person/Patient Information Window Cancel Future Appointments for an Expired Patient You can update the patient records and cancel future appointments for an expired patient. Parent topic: Managing an Expired Patient Record
NextGen® Enterprise EHR Help
Cancel Future Appointments for an Expired Patient
Canceling future appointments for an expired patient involves the following steps: Update date of expiry Cancel future appointments Open the Modify Person Information or Modify Patient Information window to update the expired patient data. Select the Expired check box. The Expired Date field becomes active. Enter the Expired Date for the person or patient. Do one of the following on the message that appears asking if you want to cancel future appointments: Select Yes. If appointment cancellation tracking is enabled in practice preferences, the Reason for appointment cancellation message opens. Select a cancellation reason and select OK. All future appointments are canceled. Select No. The future appointments remain in the system. A message appears asking you to cancel future appointments for the expired patients when you open the Modify Person Information or Modify Patient Information window or Chart for the expired patient in NextGen® Enterprise PM. Select Cancel to return to the Modi
and select New.
The Add Cancellation Reason Information window opens.