Add a Patient to a Recall List

NextGen® Enterprise EHR Help

Add a Patient to a Recall List

You can add a patient name to a recall list from the PAQ. The recall list is used to remind a patient about an upcoming appointment or to fix an appointment in the future. Open the Workflow module. Select the Provider Approval Queue tab. In the Pending tab, select a patient from the list. Do one of the following: Select Recall in the Workflow toolbar. Right-click the selected patient, and then select Recall. The Add Recall window opens. Select a recall plan from the Recall Plans list. Select a date in Return Date. Enter a brief description for the recall in the Note. Select OK. A confirmation message appears at the bottom of the viewing pane stating that the patient was added to the recall list. The information is shared with NextGen® Enterprise PM. Parent topic: PAQ Items

NextGen® Enterprise EHR Help

PAQ Items

For items in the PAQ, you can perform: View items not ready for sign-off. Accept an item and sign-off on it with or without actions. Assign other users to sign off the document. Add comments. Reject an item. Reassign an item. Create a task for an item. Send documents to NextGen® PxP Portal. Place the patient on a recall list that is automatically sent to NextGen® Enterprise PM. View Items Not Ready for Sign Off Procedure to view items not ready for sign off. Open a Patient's Chart for a Selected PAQ Item Procedure to open a patient's chart for a selected PAQ item. PAQ Items Linked to Lab or Radiology Orders Document Signoff by Multiple Users Sign off PAQ Items without other Actions You can sign off pending PAQ items without performing other actions. Sign off PAQ Items with Actions You can sign off pending PAQ items with other actions. View Provider Signoff Details from the Encounters Procedure to view provider signoff details and comments in the Encounters tab. Reject a PAQ Item Proced

Help Guide for NextGen® Enterprise PM 8

Add a New Recall Plan

A patient can be placed on a Recall Plan from the following areas in NextGen® Enterprise PM: Appointment Book Add/Edit Appointment window > Recall/Waitlist tab Appointment List/Lookup Chart > Patient Information Bar > Recall Plans button Chart > Clinical History/Notes tab Chart > Encounters tab Check-in / Check-out AutoFlow Sequence > Patient Recall Add a Duplicate Recall Plan Add or Update Recall Plans from Reports Add a Recall Plan from the Appointment Book Add a Recall Plan from the Add/Edit Appointment Window Add a Recall Plan from the Appointment Lookup Window Parent topic: Recall Plans

Help Guide for NextGen® Enterprise PM 8

Add a New Recall Plan

A patient can be placed on a Recall Plan from the following areas in NextGen® Enterprise PM: Appointment Book Add/Edit Appointment window > Recall/Waitlist tab Appointment List/Lookup Chart > Patient Information Bar > Recall Plans button Chart > Clinical History/Notes tab Chart > Encounters tab Check-in / Check-out AutoFlow Sequence > Patient Recall Add a Duplicate Recall Plan Add or Update Recall Plans from Reports Add a Recall Plan from the Appointment Book Add a Recall Plan from the Add/Edit Appointment Window Add a Recall Plan from the Appointment Lookup Window Parent topic: Recall Plans

NextGen® Enterprise EHR Help

Add a Patient to Recall Plans

You can add a patient to recall plans. Note: In System Administrator, if Access Rights for Chart/Recalls/Tasking is set to No, then you cannot access Recall on the NextGen Care® Population Management Hub toolbar. For more information about setting access permissions to Recall in NextGen Care® Population Management Hub, go to NextGen Healthcare Success Community and download the latest System Administrator Guide forNextGen®Enterprise. In NextGen Care® Population Management Hub, do one of the following: From the Cohorts tab, run a report. From the My Lists tab, run a list. From the Appointment Book tab, filter the patients. The patient list appears in the patient grid. In the patient grid, select the check box next to the patient's name. Select Recall. The Patient Recall window opens. Note: If active recall plans are not available, the Recall Plan Maintenance window opens where you can select required recall plan. Select the required recall plan. Select Close. The patient gets added to r

NextGen® Enterprise EHR Help

Add a Patient to Recall Plans

You can add a patient to recall plans. Note: In System Administrator, if Access Rights for Chart/Recalls/Tasking is set to No, then you cannot access Recall on the NextGen Care® Population Management Hub toolbar. For more information about setting access permissions to Recall in NextGen Care® Population Management Hub, go to NextGen Healthcare Success Community and download the latest System Administrator Guide for NextGen® Enterprise. In NextGen Care® Population Management Hub, do one of the following: From the Cohorts tab, run a report. From the My Lists tab, run a list. From the Appointment Book tab, filter the patients. The patient list appears in the patient grid. In the patient grid, select the check box next to the patient's name. Select Recall. The Patient Recall window opens. Note: If active recall plans are not available, the Recall Plan Maintenance window opens where you can select required recall plan. Select the required recall plan. Select Close. The patient gets added to

Add a Patient to a Recall List

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Add a Patient to Recall Plans

Add a Patient to Recall Plans