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
.
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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
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
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
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
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
