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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
.
Enable Tracking of Recall Plan Stop Reasons in Practice Preferences
NextGen® Enterprise EHR Help
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. 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
Track Reasons for Stopping Recall Plans in Practice Preferences
Open NextGen® Enterprise PM. Do one of the following: From the main toolbar, select Chart. Select Tasks > Lookup > Charts. In the Patient Lookup window, enter search criteria and select Find. Select Admin > Preferences > Practice. In the Practice Preferences window, select Chart, and then select the Prompt for a reason when a Recall Plan is stopped checkbox.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 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
NextGen® Enterprise EHR Help
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. Parent topic: Canceling Future Appointment for Expired Patients
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
