Managing an Expired Patient Record

Help Guide for NextGen® Enterprise PM 8

Managing an Expired Patient Record

Future appointments and active recalls can be cancelled when an expired date (date of death) is entered on the Demographics tab of the Modify Patient/Person Information window. When a Patient/Person is marked as expired, you are prompted to stop active recalls and future appointments from the Demographics tab of the Modify Patient/Person Information window regardless of security permissions in the following applications: NextGen® Enterprise PM - from the Demographics tab of the Modify Patient/Person Information window and the Patient's Chart. NextGen® Enterprise EHR - from the Demographics tab of the Modify Patient/Person Information window. NextGen® Optical Management - from the Demographics tab of the Modify Patient/Person Information window. NextGen® Adaptive Content Engine - When the Modify Patient/Person Information window is opened from a template. Depending on the practice preference settings, you may or may not be prompted to enter a reason for stopping active recalls and cance

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

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

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

Managing an Expired Patient Record

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