Stop Active Recall Setup for Expired Patients

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

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

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

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

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

Stop Active Recall Setup for Expired Patients

Recommendations

Cancelling Future Appointments for Expired Patients

Canceling Future Appointment for Expired Patients

Stopping Active Recalls for Expired Patients

Stopping Active Recalls and Cancelling Future Appointments

Enable Tracking of Recall Plan Stop Reasons in Practice Preferences

Add Recall Stop Reasons in File Maintenance

Cancelling Future Appointments for Expired Patients

Canceling Future Appointment for Expired Patients

Stopping Active Recalls for Expired Patients

Stopping Active Recalls and Cancelling Future Appointments

Enable Tracking of Recall Plan Stop Reasons in Practice Preferences

Add Recall Stop Reasons in File Maintenance