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
.
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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
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
Help Guide for NextGen® Enterprise PM 8
Patient Chart > Patient Information Bar
Note: The Show Patient Information Bar option must be enabled in Practice Preferences > Patient Information Bar > PM tab, and in General User Preferences > Chart tab. Access the Patient Chart. From the Patient Information Bar, select the Recall Plans button. The Clinical History/Notes tab > Recall topic displays. The section on the right displays existing recalls for the patient. Select the recall to be stopped. Right-click and select Stop. Parent topic: Stop a Recall Manually
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
