Cancel Future Appointments for an Expired Patient

NextGen® Enterprise EHR Help

Access the Modify Person/Patient Information Window

Before you cancel future appointments for an expired patient, you need to access the patient/person information window. Select the Lookup icon to access the Modify Patient/Person Information window. The People/Patient Lookup window opens. Enter the search criteria for the desired patient. Then in the Matching Records list, double-click the applicable patient. The Modify Patient/Person Information window opens. 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. Cancelling Future Appointments for Expired Patients Stopping Active Recalls for Expired Patients Stopping Active Recalls and Cancelling Future Appointments Parent topic: Cancelling Future Appointments for Expired Patients

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

Stop Active Recalls and Cancel Future Appointments for an Expired Patient

Use this procedure to do the following: Expire a patient Cancel future appointments and stop active recalls Access the Modify Person/Patient Information Window for the patient that you want to expire. On the Modify Person/Patient Information window, select the Expired check box. The Expired Date field becomes active. In the Expired Date field, enter the date of death for the person/patient. A application message appears, asking if you want to cancel future appointments and stop active recalls. Do one of the following: Select Yes. If Appointment Cancellation Tracking and/or Recall Plan Stop Reason tracking is enabled in Practice Preferences, you will need to select a reason for the appointment cancellation and/or the recall plan stop reason then select OK. Active recalls and future appointments will be cancelled. Select No. Future appointments and active recalls remain in the system. When the Modify Patient/Person window is reaccessed for the expired patient, a message displays asking i

NextGen® Enterprise EHR Help

Track Reasons for Appointment Cancellations or Stopping Recalls for an Expired Patient

Use this procedure to do the following: Expire a patient Cancel future appointments and stop active recalls Enter a Reason for Cancelling Future Appointments or Stopping Recalls Access the Modify Person/Patient Information Window for the patient that you want to expire. On the Modify Person/Patient Information window, select the Expired check box. The Expired Date field becomes active. In the Expired Date field, enter the date of death for the person/patient. A application message appears, asking if you want to cancel future appointments and stop active recalls. Do one of the following: Select Yes. If Appointment Cancellation Tracking or Recall Plan Stop Reason tracking is enabled in Practice Preferences, you will need to select a reason for the appointment cancellation or the recall plan stop reason then select OK. The Reason for Stopping Recall application message appears if your practice is tracking reasons for stopping recalls. The Reason for Appointment Cancellation application me

NextGen® Enterprise EHR Help

Track Appointment Cancellations and Recall Stops for an Expired Patient

Use this procedure to do the following: Expire a patient Cancel future appointments and stop active recalls Enter a Reason for Cancelling Future Appointments and Stopping Recalls Access the Modify Person/Patient Information Window for the patient that you want to expire. On the Modify Person/Patient Information window, select the Expired check box. The Expired Date field becomes active. In the Expired Date field, enter the date of death for the person/patient. A application message appears, asking if you want to cancel future appointments and stop active recalls. Do one of the following: Select Yes. If Appointment Cancellation Tracking and Recall Plan Stop Reason tracking is enabled in Practice Preferences, you will need to select a reason for the appointment cancellation and the recall plan stop reason then select OK. The Reason for Appointment Cancellation and Reason for Stopping Recall application message` appears. Active recalls and future appointments will be cancelled. Select No.

NextGen® Enterprise EHR Help

Stop Active Recalls for an Expired Patient

Stopping active recalls for an expired patient involves the following steps: Update date of expiry in the patient records Stop Active Recalls 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 the application message that appears asking if you want to stop active recalls: Select Yes. If Recall Plan Stop Reason tracking is enabled in Practice Preferences, the Reason for Stopping Recall application message opens. Select a reason for stopping the plan and select OK. All active recalls are canceled. Select No. The active recalls remain in the system. A message appears asking you to stop active recalls 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 th

Cancel Future Appointments for an Expired Patient

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