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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
.
Add Recall Stop Reasons in File Maintenance
NextGen® Enterprise EHR Help
Enable Tracking of Recall Plan Stop Reasons in Practice Preferences
Select Admin > Practice > Preferences. The Practice Preferences window opens. Select Chart and then select the check box Prompt for a reason when a Recall Plan is stopped. The reasons for stopping active recalls are tracked in the system. You must enter a reason for why the recall stopped. Select OK. Parent topic: Stop Active Recall Setup for Expired Patients
NextGen® Enterprise EHR Help
Add Reasons for Stopping Recalls in File Maintenance
Open File Maintenance. Select Master Lists > Recall Plan Stop Reasons. Select the open menu icon, and then select New. The Add Recall Stop Reason Information window opens. In Description, enter the reason for stopping the recall (for example, the patient has died). Select OK. Parent topic: Stop Active Recall Setup for Expired Patients
NextGen® Enterprise EHR Help
Stop Active Recall Setup for Expired Patients
When stopping active recalls for expired patients, you have the option of tracking the reason the recall was stopped based on your practice preference settings. To track the reason the recall was manually stopped, do the following: Add Recall Stop Reasons in File Maintenance Enable Tracking of Recall Plan Stop Reasons in Practice Preferences Add Recall Stop Reasons in File Maintenance You can add reasons to stop recalls for expired patients. Enable Tracking of Recall Plan Stop Reasons in Practice Preferences You can set Practice Preferences to enable the tracking of reasons to stop recall plans. Parent topic: Managing an Expired Patient Record
NextGen® Enterprise EHR Help
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. Parent topic: Canceling Future Appointment for Expired Patients
NextGen® Enterprise EHR Help
Document the Reasons for Appointment Cancellation in File Maintenance
Open File Maintenance. Select Master Lists > Appointment Cancellation Reasons. Select the open menu icon, and then select New. The Add Cancellation Reason Information window opens. In Description, enter the reason for canceling the appointment (for example, the patient has died). Select OK. Parent topic: Canceling Future Appointment for Expired Patients
NextGen® Enterprise EHR Help
Stop Active Recall Setup for Expired Patients
When stopping active recalls for expired patients, you have the option of tracking the reason the recall was stopped based on your practice preference settings. To track the reason the recall was manually stopped, do the following: Add Recall Stop Reasons in File Maintenance Enable Tracking of Recall Plan Stop Reasons in Practice Preferences Add Reasons for Stopping Recalls in File Maintenance You can add reasons to stop recalls for patients who have died. Track Reasons for Stopping Recall Plans in Practice Preferences You can turn on tracking of reasons for stopping recall plans in Practice Preferences, ensuring that a reason is recorded whenever a recall plan is stopped. Parent topic: Managing an Expired Patient Record
