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
.
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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
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
File Maintenance Help for NextGen® Enterprise 8
Recall Plan Master Report
You can generate a Recall Plan Master report that details all aspects of the recall plans for the practice, including what statuses were set up in a specific plan that will cause the plan to be stopped for a patient. This report also shows the messaging information for the recall plans. Open the list of Practice master files. Select Recall Plans. Select Open Menu. Select Print. The report opens. Parent topic: File Maintenance Master Files Reports
Help Guide for NextGen® Enterprise PM 8
Patient Chart > Encounters Tab
Access the Patient Chart. Select the Encounters tab. In the Encounters list on the left, select any encounter. Right-click and select Recall. The Patient Recall window opens. Select the recall to be stopped. Do one of the following: Select the Open Menu button and select Stop from the menu. Right-click and select Stop from the menu. Select the Stop button. The following prompt displays: Do you want to stop the participation in this plan? To stop the patient’s recall plan, select Yes. Select a Reason for Stopping Recall and then select OK. Note: The Reason for Stopping Recall window displays only if the Prompt for a reason when a Recall Plan is stopped option is enabled in Practice Preferences > Chart. Recall Plan Stop Reasons are created in File Maintenance > Master Lists. Parent topic: Stop a Recall Manually
File Maintenance Help for NextGen® Enterprise 8
Set Up Recall Plans
In the File Maintenance application, select Master Files > Practice > Recall Plans. The Recall Plans List window opens. Select OpenMenu and select New. The Recall Plans window opens. Enter the fields to set your recall plan. Select OK. Recall Plans Window Field Descriptions You can use the fields described in the following table to configure your recall plan. Parent topic: Recall Plans
and select New.
The Add Recall Stop Reason Information window opens.