Stopping Active Recalls and Cancelling Future Appointments

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

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

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

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

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

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

Stopping Active Recalls and Cancelling Future Appointments

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