Cancelling Future Appointments for Expired Patients

NextGen® Enterprise EHR Help

Stopping Active Recalls and Cancelling Future Appointments

This section provides instructions for stopping active recalls and cancelling future appointments for expired patients. Stop Active Recalls and Cancel Future Appointments for an Expired Patient Track Appointment Cancellations and Recall Stops for an Expired Patient Track Reasons for Appointment Cancellations or Stopping Recalls for an Expired Patient Parent topic: Managing an Expired Patient Record

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

Stopping Active Recalls for Expired Patients

This section provides instructions for stopping recall notices for expired patients. Stop Active Recalls for an Expired Patient You can update the patient records and stop active recalls for an expired patient. Parent topic: Managing an Expired Patient Record

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

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

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

Cancelling Future Appointments for Expired Patients

Recommendations

Stopping Active Recalls and Cancelling Future Appointments

Canceling Future Appointment for Expired Patients

Stopping Active Recalls for Expired Patients

Stop Active Recall Setup for Expired Patients

Cancel Future Appointments for an Expired Patient

Access the Modify Person/Patient Information Window

Stopping Active Recalls and Cancelling Future Appointments

Canceling Future Appointment for Expired Patients

Stopping Active Recalls for Expired Patients

Stop Active Recall Setup for Expired Patients

Cancel Future Appointments for an Expired Patient

Access the Modify Person/Patient Information Window